Useful resources for filling out Org Info in SPI Online

Guidance and tips to help you during your SPI audits.

The Organization Information ("Org Info") part of the questionnaire in SPI Online assessment tools contains the financial data and demographic details of the financial service provider.

The Org Info section is essential for SPI Online assessments:

  • The indicators in Org Info are reported on the social dashboard. The social dashboard is automatically generated based on the data provided on the Organization Information page and the questionnaire.
  • Some data on the Org Info page can be used to answer indicators in the questionnaires, such as responsible pricing indicators under Standard 6C.
  • Some of the information also serves to classify each FSP by peer groups (country, region, size, maturity, personalized benchmarks) and is necessary to use the SPI benchmarks for a detailed analysis.
Go to Org Info Guidance

And if you want a few more tips, download the resource below.

Download basic tips on Org Info

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