Modelo de gestión financiera y su incidencia en la captación de clientes en la Cooperativa de Ahorro y Crédito de la Pequeña Empresa de Pastaza, durante el periodo 2015-2016

Abstract

The current research work is a Financial Management Model and its incidence in the customers gaining at Pequeña Empresa de Pastaza Savings and Loan Cooperative in order to increase the funds coming from the resources the Cooperative works with. For its development, it was necessary to carry out a diagnosis of the institution through the Financial Situation Analysis, objectives, policies, and Strategies to gain customers. The results of the research confirm the necessity of a new work tool which eases the clarification about the use of resources for the ones who want to invest. As a conclusion, it can be said that the customers gaining consisted basically on the establishment of processes, strategies and policies together with the corresponding gaining regulations, these were considered essential factors for the development of the Management Model. For this, it is recommended to use the gaining strategies of the resources proposed during the research development in order to reach a potential and objective market regarding to the gaining.