Banks have long faced the SME paradox — a huge opportunity, but a misunderstood segment. This toolkit helps diagnose where you stand and what to do next, moving beyond credit to holistic client support.
Senior SME Banking Executive, Latin America
Evidence and case studies from 20+ SME banking initiatives, showing what drives success.
Download Knowledge productA practical manual describing how each tool works and when to use it.
Download Toolkit guideA set of 8 tools and resources for banks and funders that can be used sequentially or independently to support SME banking research & diagnostics, pilot & refinement and roll-out.
Download all toolsWhat does the market look like?
Excel-based model to help actors identify high-potential markets for SME banking expansion, based on key enablers and constraints
What is the overall opportunity?
Excel-based model to estimate MSME market size by firm type (e.g., micro, small, medium) and gender. Predicts headcount, financial needs, and revenue potential.
Which banks are internally incentivized to establish themselves in these markets?
Excel-based partner screening and selection tool to help TA funders screen and prioritize strategically aligned bank partners to deliver SME banking programs.
What do these banks need to do to create a strong SME value proposition?
Excel-based template to help funders and banks assess existing capabilities and gaps that need to be addressed to deliver an SME- aligned value proposition.
What are the key segments? How do their needs differ?
Two excel-based tools to segment SMEs into high-, moderate-, and low-growth groups based on business traits, challenges, and support needs.
What do these banks need to do to create a strong SME value proposition?
PDF primer highlighting key internal credit risks banks face in SME banking, along with mitigation strategies and the potential role of TA, supported by real-world examples
How will these banks know if they are succeeding? And how can I communicate outcomes?
An editable PowerPoint template to help TA funders present their SME banking efforts, highlighting outcomes and program learnings
Banks have long faced the SME paradox — a huge opportunity, but a misunderstood segment. This toolkit helps diagnose where you stand and what to do next, moving beyond credit to holistic client support.
Senior SME Banking Executive, Latin America
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png){kind=logo}
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)