FinTech ESG Self-Assessment Kit

  • FinTech ESG Self-Assessment Kit

    Developed by SFA's Green & Sustainable Subcommittee

  • This FinTech ESG Self-Assessment kit aims to help FinTechs assess their ESG maturity stage and embark on their ESG journey.

    By filling up this kit, you will gain an understanding if your company is at the 1) Beginner, 2) Intermediate, 3) Integrated or 4) Leader stage, suggested next steps and useful resources. You will receive a copy of your responses via email.

    Supported by: 

  • General Information

  • General Business Questions

  • What specific products or services does your company offer within the FinTech space?*
  • Which customer segments does your company primarily serve?*
  • What geographic markets does your company primarily operate in?*
  • How many staff does your organization have?*

  • ESG Assessment Kit Questions

  • General ESG Questions

  • What stage is your company at in terms of ESG adoption?*
  • Does your company have a sustainability or ESG policy?*
  • How is ESG viewed within your company?*

  • Environmental Pillar

  • Do you measure your company’s carbon emissions?*
  • Which emission reduction strategies are you employing?*
  • What percentage of your energy comes from renewable sources?*
  • Do you offer any green Fintech products or services?*
  • Does your company have a waste management policy?*
  • How often does your Fintech company assess its environmental impact through internal audits?*
  • Does your Fintech company have a policy for reducing energy consumption in its operations?*
  • Do your products promote environmental sustainability (e.g., carbon tracking, green bonds)?*

  • Social Pillar

  • What percentage of your leadership team is female?*
  • How do you promote diversity in your workforce?*
  • What benefits do you offer to employees?*
  • How does your company support employee professional development?*
  • What initiatives do you have for community engagement?*
  • What percentage of your products or services are aimed at improving financial inclusion?*

  • Governance Pillar

  • Does your company have an ESG committee at the board level?*
  • How are ESG risks integrated into your enterprise risk management?*
  • Does your company have an anti-corruption policy in place?*
  • Does your company plan to implement or adopt ISO/IEC 27001 or other data privacy regulations (e.g. GDPR, CCPA) to manage cybersecurity and protect customer data?*

  • ESG Data Measurement, Tracking, and Reporting

  • How do you track and measure ESG data?*
  • Do you publish an ESG or sustainability report?*

  • InsurTech Specific

  • Does your company offer insurance products that support sustainable or green initiatives (e.g., green buildings insurance, renewable energy insurance)?*
  • How does your company consider climate change risk in its underwriting processes?*

  • WealthTech Specific

  • Do you offer ESG-focused investment options to clients (e.g., green bonds, socially responsible funds)?*
  • Do you have tools to assess and report the ESG performance of client portfolios?*

  • RegTech Specific

  • Do your regulatory compliance products incorporate ESG-related regulations (e.g., climate-related financial disclosures, anti-corruption)?*
  • What percentage of your product development is focused on helping companies meet ESG compliance?*

  • Payments/ Lending Tech Specific

  • Does your company track and report the carbon footprint of your payment processes?*

  • Web3.0, NFT, DeFi, Crypto, DPTs

  • Does your company adopt energy-efficient blockchain consensus mechanisms? (e.g. Proof of Stake or Proof of Authority, instead of Proof of Work)*
  • Should be Empty: