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Recent workshops

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2017 Uganda – Opportunity Bank Uganda Limited

Workshop for Digital Finance Team

  • Training of Trainers
    • Development of training materials to use with clients
    • Development of TOT materials for field staff
  • Sales Training
    • Development of sales materials to use with clients
    • Development of sales training materials for field staff
  • Pilot Test on field staff
    • Practice using the materials developed for field staff
    • Evaluation and improvement of materials
  • Pilot Test on clients
    • Practice using the materials developed for clients
    • Evaluation and improvement of materials
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2017 Ghana – Opportunity International Savings & Loans

Workshop for Digital Finance Team

  • Training of Trainers
    • Development of training materials to use with clients
    • Development of TOT materials for field staff
  • Sales Training
    • Development of sales materials to use with clients
    • Development of sales training materials for field staff
  • Pilot Test on field staff
    • Practice using the materials developed for field staff
    • Evaluation and improvement of materials
  • Pilot Test on clients
    • Practice using the materials developed for clients
    • Evaluation and improvement of materials
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2017 Global – Public course

eWorkshop for Digital Finance Managers and Staff

  • Objectives of going digital
  • How the poor manage their money
  • Reasons for the poor to use DFS
  • Training clients on using DFS
  • Convincing clients to use DFS
  • Convincing staff to promote DFS
  • Training agents to convince clients to use DFS
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2017 Turin, Italy – Boulder Microfinance Training

Courses for Managers of Microfinance Institutions based on Digital Finance Toolkits

Digital finance business models and regulation

  • Key concepts in digital finance
  • Objectives of different business models
  • Opportunity and market assessment, regulation
  • Institutional readiness assessment
  • Go-to-market strategy and pilot
  • Partnership, commercialisation and distribution
  • Action plan, budget and team

Agent banking – which approach? Using an existing agent network versus building your own

  • Key concepts in agent banking
  • Technological options
  • Strategic partner assessment, negotiation and management
  • Selecting, recruiting and training agents
  • Offsite liquidity planning, monitoring and management
  • Onsite performance monitoring and management
  • Understanding and managing the risks of different models
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2016 Zambia – FINCA Express

eWorkshop for Branch Managers and Channels Business Officers

  • Managing agent liquidity
  • Making proposals and negotiating change
  • Monitoring agents onsite
  • Coaching agents and staff
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2016 Benin and Senegal – UNCDF Mobile Money for the Poor

Multi-stakeholder workshops

  • Why go digital?
  • How to implement digital financial services?
    • Legal framework
    • Business models
    • International experience
  • How to progress in digital finance?
    • Prerequisites and self-diagnosis
    • Partnerships
  • Formulation of a digital finance strategy

Workshops for Board en Senior Management of MFIs

  • Training on DFS
    • Review of multi-stakeholder workshop
    • Digital finance project cycle
    • Digital finance operations
    • Risk management
  • Institutional diagnostic
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2015 Tanzania and Zambia – FINCA Express

eWorkshop for Branch Managers and Channels Business Officers

  • Knowing your role
  • Selling digital savings to clients and staff
  • Recruiting and selecting agents
  • Training agents
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2015 Laos – UNCDF Mobile Money for the Poor

Stakeholder training

  • Building value proposition and beyond
  • Agent selection, recruitment, activation
  • Approaches to training
  • Liquidity management
  • Agent management and support
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2014 Laos – BCEL Community Money Express

HQ training

  • Agent banking strategy
  • Agent banking channel and features
  • New processes linked to agent network management
  • Roles and responsibilities of agents and agent management team
  • How to train agents and other BCEL staff
  • Sales approaches

Agent training

  • Introduction to Community Money Express
  • Roles and responsibilities of agents
  • How to promote digital services
  • How to perform digital transactions
  • Agent liquidity management
  • Client and agent support
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2014 Malawi – NBS Bank Pafupi

Management training

  • Introduction to Bank Pafupi
  • Keys to success for Bank Pafupi
  • Managing an agent network
  • Agent support

Agent training

  • Introduction to Bank Pafupi
  • Roles and responsibilities of agents
  • How to perform transactions
  • Agent liquidity management
  • Client and agent support
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2013 Sierra Leone – Salon Microfinance & Airtel

Management training

  • Agent roles & roll-out strategy
  • Agent value proposition
  • Agent recruitment
  • Monitoring and liquidity
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2012 Botswana – BeMobile mWallet

Agent training

  • Introduction to mWallet
  • Roles and responsibilities of agents
  • How to conduct transactions
  • Cash or liquidity management
  • Customer and agent support

PHB Blogs

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  • Sustainable Technology Adaptation for Mali’s Pastoralists
  • read more
  • Adapt or Die! A Changing Landscape for Microfinance
  • read more
  • Interview with PHB Associate Emmanuel Mudahemuka
  • read more
  • Click to see a complete list of PHB blogs
  • Click Here

PHB News

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  • PHB November News Brief
  • Read More
  • Case Study: Long Road to Branchless Banking in Africa
  • Read More
  • Toolkit # 5 Release
  • Read More
  • Going digital, or stick to cash by PHB Consultant Páll Kvaran
  • Read More

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