Matching Products and Preferences: Using Data to Better Meet Clients’ Needs
Hosted by Bankers without Borders
Date: Friday, June 21 2013
Time: 12:00 PM – 1:00 PM (EDT / GMT – 4)
The need to develop flexible and responsive financial products is one of the major challenges facing the microfinance industry. It is simply not good enough to implement programs without products that align with preferences of the clients. Determining client preferences can be achieved through the collection of data from clients which later can be used in product development. By producing specialized tools, organizations can increase their client outreach and better serve their clients.
Join Bankers without Borders for a panel discussion featuring Jesse Marsden from the Microcredit Summit Campaign, Guy Stuart from Microfinance Opportunities, and John D. Bergeron from Truelift as they discuss matching products to client preferences.
John D. Bergeron, Director, Truelift and the Pro-Poor Seal of Excellence
John D. (JD) Bergeron has worked in microfinance for seven years, most recently as senior director of Social Performance at Kiva.org. He developed and executed Kiva’s social performance strategy, completed more than 100 MFI social audits, and created a Social Performance scorecard and Badge recognition system (www.kiva.org/about/socialperformance). Previously, he led the growth of the Kiva Fellows Program. JD brings over 16 years of leadership and program development experience both in the corporate and not-for-profit sectors. Prior to Kiva, he worked at Accion, served with the U.S. Peace Corps in Bulgaria, and held senior roles at a variety of early stage companies during periods of rapid growth.
JD holds a B.A. in Russian Language and Comparative Literature from Washington University in Saint Louis. He participates in a number of industry working groups, including the Client Voice Task Force at the Smart Campaign, the Responsible Inclusive Finance forum, CERISE SPI, and the Social Performance Task Force. He is the founder of the not-for-profit Chooda and the annual fundraising event Bike Zambia (www.chooda.org), which supports work against HIV/AIDS and poverty in southern Africa.
Guy Stuart, PhD, Executive Director of Microfinance Opportunities
Guy Stuart is executive director of Microfinance Opportunities (MFO). Before becoming executive director, Guy was a senior advisor to MFO and served as principal investigator on five Financial Diaries studies and as project leader for the development of the Financial Capabilities Index Web Portal.
Guy received his PhD from the University of Chicago in 1994, and subsequently worked for four years in Chicago in the field of community economic development. He then served 13 years as a Lecturer in Public Policy at the Harvard Kennedy School where he taught courses in management and microfinance. He continues to teach in Executive Education programs at the school, and is a Fellow at the Ash Center, Harvard University.
Jesse Marsden, Research & Operations Manager, Microcredit Summit Campaign
Jesse Marsden joined the Microcredit Summit Campaign in 2010 and is now the Research & Operations Manager. In this role he is responsible for developing and implementing the overall strategy for reaching the Campaign’s second goal of helping 100 million families lift themselves out of extreme poverty through the newly formed 100 Million Project. This includes building implementation partnerships, establishing research collaborations, designing and implementing the project plan, and supporting long term development planning for the Campaign’s work to identify and promote the kinds of transformational practices that will help achieve the goal. He is also responsible for tracking and overseeing much of the daily internal operations aspects of the Campaign.
Jesse brings six years of experience in working on major advocacy campaigns and events centered on issues such as hunger and poverty alleviation, emergency response and U.S. immigration reform. Graduating with an MA in International Affairs, he focused on peace and conflict resolution and international development at American University’s School of International Service. His thesis focused on developing entrepreneurship in ecotourism within resource-constricted areas of Central America. He is also co-author on an article on the path-wise development of new businesses in emerging regions of southern Mexico.