Describes the types of financial services the organization offers in addition to core credit, savings, and insurance products.
Organizations should footnote details on these additional service offerings and their uptake. See usage guidance for further information.
This metric is intended to capture details of the types of additional financial services offered by the organization beyond credit, savings, or insurance. Examples of additional services, to footnote, could include card products (such as debit, credit, or pre-paid), credit or financial counseling, micro-leasing, mobile banking services, payment services (by check, payroll cards, or other), remittance services, savings facilitation services, and scholarship or educational grants, among others.
June 2022 - IRIS v5.3 Released (current version)
Immaterial change. Minor revisions to definition and usage guidance for clarity.
January 2020 - IRIS v5.1 Released
No change.
May 2019 - IRIS v5.0 Released
No change.
March 2016 - IRIS v4.0 Released
Material change. Metric definition language and reporting format modified to maintain consistency with changes to IRIS structure.
March 2014 - IRIS v3.0 Released
Immaterial change. Minor revision to definition language for clarity.
November 2011 - IRIS v2.2 Released
No change.
February 2011 - IRIS v2.1 Released
Immaterial change. Minor revision to definition language for clarity.
September 2010 - IRIS v2.0 Released
New metric. Other Financial Services Offered (PD5098) was developed via the Financial Services Working Group.
IRIS Metrics Work Better in Sets
To use IRIS metrics—and the resulting data—to understand impact performance, IRIS metrics should be used and analyzed in generally accepted sets and according to well-defined objectives. IRIS+ gives you access to generally accepted Core Metrics Sets aligned to common Impact Themes and Sustainable Development Goals (SDGs).