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How Client Assessment is Making a Difference at CRECER Image

Promoting Inclusive Markets and Financial Systems

How Client Assessment is Making a Difference at CRECER

How Client Assessment is Making a Difference at CRECER

Summary

This case study highlights four key lessons learned from the client assessment program of
the Crédito con Educación Rural (CRECER), a Microfinance Institution (MFI) that uses
village-banking methodology in Bolivia.

The following questions constitute the basis of this case study. What prompted CRECER
to start a systematic process for collecting client feedback? What cultural factors within
CRECER allowed the institution to adopt a particularly “participatory” approach to client
assessment—using field agents and other staff to collect data, holding meetings to discuss
findings, and institutionalizing a feedback loop? These questions are the core of this case
study.



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