Banking / Finance

Market Assessment of Asset-Based Lending (ABL) with focus on Supply Chain Finance (SCF)

Assessment for IFC of Asset-Based Lending (ABL) products in Lebanon with a focus on the SCF market. The study provided: 1) Review and quantification of the overall potential of SCF, demand for SCF, supply, and uncovered gaps across major industries, 2) Recommendations about possible actions for financial institutions in Lebanon to tap into the SCF opportunity, 3) List of the SCF technology platforms with their related key features and characteristics. Methodology: Desk research, Key Informant Interviews, Focus Group discussions, and surveys with MSMEs.

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Needs of Small Businesses

A three-fold study for SANAD TAF on MSMEs and their needs for future financial and non-financial support: Assess the situation of small businesses and their challenges, to identify topics needing capacity building, and identify well-positioned local institutions able to provide financial and other support to MSMEs. Methodology: Desk research, Key Informant Interviews, and a survey with MSMEs in Greater Beirut and Tripoli.

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Digital financial services and the digitization of agricultural value chains

IFC aimed to increase access to financial services in Lebanon by providing financial institutions with Investment and Advisory Services. IFC appointed PPI and InfoPro to carry out an opportunity sizing/mapping of the financial services sector. An additional focus of the study was to identify opportunities (such as digitalization) for stakeholders within value chains, particularly with regard to supporting financial inclusion of small holder crop farmers. Methodology: Quantitative survey with 1,380 farmers, households, and MSMEs.

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Salary Scale for Micro-Finance firm

A study for a large Micro-Finance Institution (MFI) to evaluate its salary scale for a set number of job positions. Identified direct competitors, defined job positions and descriptions. Investigated financial and non-financial rewards such as benefits and allowances, including education, transportation, housing, meals, medical insurance, profit sharing schemes and other benefits. Working conditions and discrepancies in providing benefits and allowances across skill set and education were also assessed. A new salary scale was presented.
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Market Study for the Mahmoud Abbas Loan Program

A market study for the Mahmoud Abbas Foundation (MAF) to develop a student’s loan program for Palestinian refugees residing in Palestinian camps in Lebanon. Methodology: interviews with 250 Palestinian students, three focus groups, interviews with banks and micro-finance organizations. Designed several loan schemes and conducted feasibility studies in order to assist MAF in selecting the best loan program.
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Overview of the SME Market

A study for Ernst & Young. Provide an overview of the SME market and available financing solutions. Mapping players who provide financing to SMEs and categorized by criteria such as number of employees, geographic coverage, specializations, types of financial services provided, client profile, and sectors covered. InfoPro then conducted in-depth interviews with several of the players in order to obtain more detailed insights of the financing solutions available to SMEs, in addition to information on the conditions, interest rates, commissions and charges, limits and durations of the debt instruments available. In-depth interviews with 150 SMEs.
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Economic Growth Assessment Study

An Economic Growth Assessment (EGA) study for Social Impact, USAID’s monitoring and program management arm. Assess economic sectors that USAID have supported as part of their program and emerging sectors which might be the focus of USAID in the future. The economic sectors assessed under the mandate were Agriculture / Agri-Food, Tourism and hospitality, Engineering/Construction, Finance, ICT, Environment, Renewable Energy, and Health. All initiatives undertaken by USAID were reviewed and compiled economic data pertinent to the economic sectors under study. Key Informant Interviews with 80 firms working in the targeted sectors and provided USAID with a report across each sector highlighting opportunities for economic growth and specific interventions to be undertaken.
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Mystery Shopping for a Bank

A study for a large bank to evaluate branch appearance and measure staff performance, and benchmark progress over time. Evaluation of external and internal site, staff appearance, waiting time, personnel performance and attitude, customer care assessment, communication skills, product knowledge, and cross-selling skills. Evaluation of the call centers and telephone operators at all branches. provided BOB with the strengths and weaknesses of each branch understudy and allowed the client to track the progress and regression of their performance over time. Methodology: face-to-face interviews with the bank’s customer service personnel or front desk clerks and telephone mystery shopper interviews which were conducted with the call center and the telesales operators of all branches. More than 40 branches were visited twice each and contacted once per wave.
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Indebtedness Level of Microfinance Clients

Study commissioned by The Microfinance Center and CGAP to measure the indebtedness level of microfinance clients and factors leading to them. Recommendations on prevention. Methodology: qualitative (focus groups) and quantitative segments.
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Outcomes of Micro-Credit Provision to Syrian Refugees

Study to determine needs for financial and non-financial services among Syrian refugees nationwide, commissioned by SANAD. Testing and verifying data compiled through a previous qualitative segment, as well as quantify estimates that were provided. Assessment of employment status, sources of income, business training, the financial services that are available to them, and their potential interest in taking a loan. The market size of creditworthy refugees was assessed. Methodology: representative sample of 640 refugees.
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Microfinance Demand Survey

A national market demand survey among the general population and microenterprises commissioned by Palladium and USAID as part of their LIFE project. Profiling actual and potential micro-entrepreneurs, identifying financial services they utilize, demand for additional services and geographical distribution. The aim of the project is to strengthen the capacity of microfinance institutions (MFIs) and the Lebanese Microfinance Association (LMA) so that they can increase their range of products and services and expand their reach of borrowers to include microenterprises with an emphasis on higher-risk, conflict affected areas, including new, unbanked, and existing microenterprises, and low-income women-headed households. The findings of the survey helped forecast the potential market value for micro-finance institutions among both the general population and micro-enterprises. It also helped reveal the areas that should be concentrated on. Methodology: survey of 2,000 households and 1,200 micro-enterprises nationwide.
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Advertisement Tracker Study

Pre and post advertisement study. Each wave measured awareness and perception, benchmarked versus competitors, and progress tracking on a quarterly basis. The study covered the areas surrounding branches.

Bank Brand Image and Perception Study

Assessment of individuals’ awareness of a bank brand including awareness, perception, and competing bank brands. Methodology: qualitative and quantitative entailing focus groups, CATI interviews. The bank relied on the study to assess their image and formulate their communication strategy.
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Brand Traker

A syndicated four waves per year survey monitoring the performance of banks on Brand Usage and Attitude, Advertising campaign and slogan recall and impact, Brand image and perception, Client satisfaction, Loyalty, and switching intention.
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BankTrak

A syndicated yearly retail-banking study and database. A nationwide sample of 5,000 households to banks identify their regional strengths and weaknesses in comparison to the competition, assess the performance of their products and services, identify product development potential, the strength of their communication and how there are perceived by the general population. BankTrak also helps clients assess their brand health and specific issues to improve.
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Survey Assessing Bank Customers Interaction Channels

Assess bank customers’ interaction channels and customers’ expectations. Evaluation of changes in customers’ lifestyles and handling of financial transactions, and their disposition to adopting e-banking services. Methodology: face-to-face quantitative surveys with individuals, professionals, and micro, small, and medium sized enterprises (MSMEs). Assessment of demographic and psychographic profiles, banking habits, interaction points used, satisfaction levels. The survey investigated the products / services that customers have and their interest in adopting new ones. The findings of the surveys assisted the bank in developing a five-year strategy.
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Bank Area Analysis

Area analysis to assess the commercial viability of a bank branch in Metn. Methodology: Desk Research, Ground Scanning, Traffic Flow Analysis, and In-depth interviews with area real estate brokers.Read more

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