Drawing on TechnoServe's WIN programme experience with financial service providers in Mozambique, this guide sets out a seven-part approach covering target customer segmentation, user experience, internal staff capability, inclusive communication materials, practical customer education and measurement with a gender lens.
Each section pairs step-by-step guidance with lessons and case studies from WIN partner interventions, including Paga Fácil M-Pesa, showing measurable gains in female customer acquisition and retention.
The guide is built around a companion toolkit, also available as a standalone fillable workbook, of worksheets covering self-assessment, action planning, customer segmentation and journey mapping, staff training needs, communications review and product measurement, alongside a list of external resources.