What is SPI Online?
A platform of resources for impact-driven organizations to assess and improve their social and environmental performance.
For over two decades, Cerise+SPTF and their partners have been collaborating to define standards, tools and resources for a responsible, inclusive economy with strong social and environmental impact. The quality of our tools reflects this long-standing expertise.
SPI Online Features
Find the right tool for your needs, whether you are an expert or a novice in social and environmental performance management. SPI Online offers tools for ESG risk management, reporting, responsible investment selection, social audit, and client protection certification.
Simplify your reporting requirements with tools that promote a common language for measuring impact performance. Our tools are aligned with international standards and the leading frameworks for sustainable development.
Be guided through your assessment with definitions, examples of best practices, and scoring tips.
Visualize your results with dashboards designed to generate actionable insights that help you analyze strengths and weaknesses, manage ESG risks, and develop your social and environmental strategy.
Analyze your results against peers and identify opportunities for improvement by comparing yourself to a customizable selection of audits.
Get support
Training
Build your assessment skills by following our free, self-paced online training, or certifying supervised coaching.
Testimonials
The new SPI online platform looks absolutely great. A framework where we can measure and share our impact results and client protection outcomes, using a common language and set of values is crucial as we grow our businesses within this sector. Congratulations! We are so excited to be part of this journey.
Many thanks for the benchmarking tool! It is not only very useful and clear, but also a beautiful way of presenting the numbers.
The SPI audit motivates you to do better. It is a source of inspiration: you discover good practices and you see what can be implemented, and this encourages the implementation of healthier and more virtuous practices.
SPI was a source of inspiration and a reference when we developed our own social due-diligence tools. Because the whole approach of Cerise+SPTF is based on inclusion. The assessment tools are the result of a collection of practices and experiences of stakeholders, a very pragmatic and field-oriented approach. [...] The tools are tested and improved over the years, which makes them very relevant. And all the tools developed by Cerise+SPTF have become public goods, available to us all, with the aim of creating standards for measuring social performance.
It's great that things are constantly evolving at Cerise+SPTF for the benefit of our business.
The tools allow us to think and do things in our own way, not just in a commercial way.
SPI has always been a very dynamic, open and proactive tool that has allowed us to act and have a reference for our practices.
Cerise and Crédit Rural have a long common history! And we are really happy with what this long experience has brought to us. The social aspect was necessary for our institution to be sustainable. Thanks to the SPI social audit tools, Crédit Rural de Guinée has become more resilient facing the various crises the country has encountered.
Our main partners
News
Understanding client outcomes is essential for real client protection
Having strong client protection policies and procedures in place is importantâbut is it enough to ensure that clients are truly protected? Drawing on an evaluation conducted by FMO and M-CRIL with two leading microfinance institutions in Asia, this blog explores the gaps that can emerge between policies and clientsâ actual experiences. It highlights the importance of listening directly to clients, understanding their experiences with products, complaints, repayment and communication, and using this evidence to strengthen practices. The article also presents practical approaches and tools that financial service providers, assessors and certifiers can use to move beyond compliance and focus on real client outcomes.
Leaving No One Behind: Advancing Disability-Inclusive Finance
Persons with disabilities represent 16% of the global population, yet they continue to face significant barriers to accessing and using financial services. This blog introduces two complementary resources developed by Cerise+SPTF and the Barrier-Free Finance Initiative (BFFI), with support from ADA, to help financial service providers advance disability inclusion in practice. Discover practical resources to make financial services more inclusive and accessible.
Beyond Certification: A Consultant's View on Third-Party Client Protection Validation
What does client protection validation look like in practice? In our latest blog, Javier Vaca, an SEPM Pro (SEPM and CP qualified auditor), shares how third-party validation brings deeper rigor, real continuity, and measurable results â including a cooperative in Ecuador that reached 93% compliance and Progress-level status.
Read the full story to see why this model is gaining ground across the sector.
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