Certification Services

Client Protection Certifications under the CERISE-SPTF framework

After a decade of close collaboration to raise awareness and incentivize the adoption of responsible practices among inclusive finance providers, the Smart Campaign came to an end. After the departure of the Smart Campaign, ownership of the tools and resources was transferred to the Social Performance Task Force (SPTF) and CERISE.

Cerise and SPTF worked with rating agencies and sector experts to have developed a new client protection certification framework. This evaluation methodology is based on the Client Protection Standards and offers a tiered system for awarding certification. The new tool is offered to the microfinance sector to recognize financial institutions that meet the highest standards of quality in customer service and care.

Why seek a Client Protection Certification?

- Build reputation by earning formal recognition of meeting the highest quality standards in customer protection.
- Attract donor and social investors funds.
- Identify opportunities for improvement in customer protection.
- Stand out as a leading pro-client MFI.

How long is the Certification valid?

The certification is valid for 3 years.

Not yet ready for a Certification?

If your organization is not yet ready to perform a certification, you can opt for a preparatory pre-certification. This remotely conducted assessment enables organizations to create an improvement roadmap and prepare for the certification process.

Can I train my staff on Client Protection Standards?

Inclusion [Social Ratings] has developed a training program for those MFI employees wanting to contribute within their organizations to the consolidation of appropriate client protection practices and thus increasing the chances of obtaining the certification.

Need more information?

For more information contact us at info@inclusionsocialratings.org

Since the withdrawal of the Smart Campaign from the market Inclusion no longer issues SMART Certifications, but we are honouring all certifications already issued, as well as, the ones that are still pending until they expire.


Smart Campaign Client Protection Certification

Smart Campaign Certification is an independent, third party evaluation to publicly recognize financial institutions that meet adequate standards of care in how they treat their clients.

It enables financial institutions to demonstrate adherence to the industry’s Client Protection Principles. It contributes to a more stable financial inclusion industry by encouraging practices that aim to ensure prudent, transparent and respectful treatment of clients.