From urban to rural communities: Applying CGAP's customer experience playbook to rural clients

Published on

June 29, 2016

CGAP recently published a Customer Experience Playbook to help FSPs increase uptake and usage among low-income customers. Although the CX Playbook is targeted at urban clients in India, many of the lessons can be applied to the process of designing and deploying appropriate financial solutions in rural African communities as well.

In collaboration with Dalberg Global Development Advisors, CGAP released a playbook to help Janalakshmi FinancialServices (Jana) in India to build a more respectful and postive customer experience. Use this playbook to learn core concepts around customer experience, gain tips on conducting immersive field research, generate solutions that are both measurable and scalable, and understand how to best institutionalize a customer-centric culture. This Playbook is meant  to "be useful to the financial inclusion community at large and help promote customer-centricity at scale."

Read CGAP's blog, Want to Improve Customer Experience? Here’s Your Playbook, for a summary of the research process, key learnings, and next steps of the CX Playbook. If you're looking to dive deeper, download the full playbook here

About the Author(s)

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The Consultative Group to Assist the Poor is a global partnership of 34 leading organizations that seek to advance financial inclusion. CGAP develops innovative solutions through practical research and active engagement with financial service providers, policy makers, and funders to enable approaches at scale. Housed at the World Bank, CGAP combines a pragmatic approach to responsible market development with an evidence-based advocacy platform to increase access to the financial services the poor need to improve their lives.

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