Introducing the COVID-19 Client Interview Tool

The COVID-19 Client Interview Tool is a set of simple, standardized questions for financial service providers (FSPs) to use when interviewing their clients during the pandemic. Join this webinar to tour the tool and discover how it can be used to inform your crisis response and recovery.

What can you learn about clients?

Segmentation is critical right now. Results from this survey reveal how different client segments are affected so that providers can meet the diverse and changing needs of their customers. The survey generates data on a client's business, family, health, income, and more.  

How can you access the interview tool?

• The interview tool is free of cost and available in three languages: English, Spanish, and French. 
• SPTF's electronic survey instrument can be used in-house by existing employees such as field officers and call center staff. 
• FSPs who want to outsource data collection and analysis can hire 60 Decibels, co-creator of the tool.

How can you afford implementation?

During the webinar, the panelists will explain how to use the tool, as well as the different co-financing options available through SPTF's technical assistance facilities.