Expression Of Interest Are Invited For Women Digital Platform And Positioning Strategy

Expression Of Interest Are Invited For Women Digital Platform And Positioning Strategy The World Bank Group Intends To Finance The Assignment Services Under Bb Bank Budget Tf019044 Fig Cla CcaIndividual FirmThe Consultant Will Be A Firm Assignment DescriptionIfc Is Hiring A Consulting Firm That Will Help Design And Develop A Digital Platform For Women Customers And Support In The Women Positioning Strategy For A Financial Institution Headquartered In The Andean Region Qualification Criteria 1 Provide Information Showing That They Are Qualified In The Field Of The Assignment 2 Provide Information On The Technical And Managerial Capabilities Of The Firm 3 Provide Information On Their Core Business And Years In Business 4 Provide Information On The Qualifications Of Key Staff MandatoryShortlisted Consultants Will Be Invited To Respond To A Request For Proposal Contract Awards Will Be Made In Accordance With The World Bank Group Procurement Policies And Procedures A Project Background And ObjectivesAssignment BackgroundIfc A Member Of The World Bank Group Is The Largest Global Development Institution Focused Exclusively On Private Sector Development Ifc Fosters Sustainable Economic Growth In Developing Countries By Financing Private Sector Investment Mobilizing Capital In The International Financial Markets And Providing A Variety Of Advisory Services The Financial Institutions Group Fig Is Committed To Providing Universal Access To Finance By 2020 Fig Has Combined Investment And Advisory Teams That Offer Joint Solutions To Our Financial Intermediary Clients In The Private Sector To Enable Them To Play A Constructive Role In Promoting Economic Growth And Financial Inclusion Fig Advisory Services As Program Focuses On The Institutional Strengthening Of Financial Institutions Serving The Micro Small And Medium Sized Enterprises Segments Including Business Strategy And Financial And Risk Management In Peru The Micro Small And Medium Size Enterprise Msme Finance Gap For Women Is Estimated At 591 Million According To The Msme Finance Gap Report 2017 64 Percent Of New Businesses Dedicated To Retail Trade Are Led By Women And 56 Percent Of New Business Created By People Are Led By Women In Addition The Percentage Of Women That Where Economically Active And Employed Increased On Average 1 6 Annually Between 2007 And 2017 Compared To Men At 1 4 During The First Quarter Of 2018 The Percentage Of Women Economically Active And Employed Increased By 1 And Men Decreased 0 5 Despite This Only 40 Of Female Entrepreneurs Had Access To Credit When Starting Their Businesses The Women Segment Presents A Profitable Opportunity For The Financial Sector On Average Female Customers Tend To Be More Loyal More Risk Aware Save More And Are Better Prospects For Cross Selling Financial Institutions Can Seize This Opportunity While Helping To Close The Finance Gap And Contributing To Greater Financial Inclusion For Women Entrepreneurs The Client And Advisory Project ObjectiveThe Client Is A Financial Institution Headquartered In The Andean Region Whose Mission Is To Promote The Sustainable Growth Of Their Customers Collaborators Shareholders And The Country The Overall Objective Of The Advisory Project Is To Provide Technical Advisory Services To Build The Foundation For A WomenS Market Program Ifc Seeks To Engage A Consulting Firm That Will Support This Process Applying Agile Methodologies B Scope Of WorkThe Consulting Firm Will Help Design And Develop A Digital Platform For Women Customers And Support In TheWomen Positioning Strategy For The Bank It Is Expected That This Assignment Will Require The Consulting Team SpendA Significant Time At The ClientS Premises During The Delivery Of The Advisory Services The Assignment Includes But Is Not Limited To The Following Activities Which Are Expected To Be Implemented Over An Estimated Five MonthPeriod 1 Digital Platform For Women CustomersThis Component Aims To Design And Develop A Platform To Offer Non Financial Services To WomenCustomers Non Customers This Would Be Developed Using An Agile Methodology The Main Activities Include But Are Not Limited To Design And Develop A Digital Platform With The Following Content O Define The It Requirements For Designing And Developing The PlatformO Design The Look And Feel Of The PlatformO Identify The Type Of Content That WomenS Customers Are InterestedO Support The Design Of The Content Training Mentoring And Topics Relevant To CustomersO Support The Implementation Of The Platform Which Can Start With A Minimum Viable Product O Framework To Monitor Indicators Of Access And Use Of The Platform2 PositioningThis Component Aims To Help The Bank Build Its Positioning Strategy For The WomenS Market The Main ActivitiesInclude But Are Not Limited To Develop A Positioning Strategy Implement Marketing Actions And A Communication Plan Design And Develop Marketing ChannelsC Deliverables Specific Outputs Expected From ConsultantThe Following Are The Expected Deliverables To Be Completed By The Firm The Firm Should Indicate If AdditionalIntermediates Deliverables Are Considered Necessary All Work Presented By The Firm Will Need To Be Validated ByIfc To Proceed Timing For This Step Should Be Factored In When Producing Deliverables To Ensure Punctual DeliveryOf Outputs Or Possible Delays In Timelines Digital Platform For Women Customer1 Proposal For The Design Of The Digital Platform2 Proposal Of The High Level Content Of The Platform3 Prove Of Concept Of The Platform4 Platform Put In Place And OperatingPositioning1 Positioning Strategy2 Marketing Actions3 Marketing Channels4 Communication CampaignsD Special Terms Conditions Specific CriteriaD 1 Selection Criteria For The Firm The Following Are The Minimum Selection Criteria Additional Elements CanBe Considered And Weighed In The Selection Process Based On The Information Provided In These Terms OfReference 1 Track Record And Experience Of Consulting Firm Core Business Track Record And Years Of Business Of The Consulting Firm Technical Qualifications In The Field Of The Assignment Sector And Region Country DemonstratedExperience In Consulting In Financial Sector Customer Experience Credit Process Management AndSimilar Assignments 2 Qualifications And Competence Of The Key Staff Related To The Assignment Demonstrated Delivery Capacity Through Number Of Similar Assignments Implemented IncludingQualification Of Key Staff Backstopping And Staff On The Field And Appropriate Staffing To SuccessfullyImplement The Assignment Experience With Financial Institutions In Latin America Andean Region In Relevant And SimilarAssignments Spoken And Written Spanish Of The Team Delivering The Assignment In The Field Is Needed 3 Adequacy Of Proposed Methodology And Work Plan For The Assignment D 2 Submission Requirements And Notes Interested And Qualified Firms Should Submit The FollowingDocuments As Part Of The Application Technical Proposal Financial Proposal And Firm QualificationQuestionnaire Whose Templates Are Provided As Attachments In This Rfp Notes 1 In The Technical Proposal Please Make Sure To Include The Following A The Approach And MethodologyB Team Composition And Roles Of The Expected Team Members With Bios Only Include Team Members WhoAre Expected To Deliver The Work And Have Relevant Experience C Experience And Track Record In Similar Assignments In Particular In The Region A List Of Past SimilarEngagements And Clients

Refer document