Summary of bank financial promotion activities

Summary of banking and financial publicity activities (general 6 articles)

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Summary of bank financial publicity activities 1

In order to further improve consumers’ self-protection awareness and risk awareness, and better safeguard the financial literacy and legitimate rights and interests of financial consumers, especially low-net-worth groups, To build a harmonious financial consumption environment, the Postal Savings Bank Fuzhou Branch recently organized institutions at all levels within its jurisdiction to carry out the "Popularize Financial Knowledge, Keep Your Money Bags" publicity campaign in accordance with the unified arrangements of the People's Bank of China.

The bank broadcasts slogans such as "Popularize financial knowledge and keep your money bag" through LED electronic displays 24 hours a day; designs and prints promotional leaflets and manuals, displays RMB knowledge, financial IC cards, and combats illegal Promotional cartoons, promotional display racks or display boards for fund-raising and other content. We also carry out targeted publicity at the outlets, use financial salons and lobby micro-salons to conduct one-on-one publicity and explanations to customers, and proactively introduce RMB knowledge, deposit and loan knowledge, credit information, payment and settlement knowledge and bank cards to customers. Common sense on safe card use and other knowledge will help everyone answer questions and popularize financial knowledge.

In order to enrich the form of publicity and achieve positive interaction, the bank firstly combined with the rural summer grain harvest and went into the homes of farmers in the fields to publicize the dangers of telecommunications fraud and illegal fund-raising, and used formal financial channels to get closer to customers. The second is to combine the focus of this publicity by selecting rural markets, streets, and communities with high population density and large flow of people, and setting up publicity points to directly publicize to the public, expand publicity coverage, enhance publicity effects, and achieve face-to-face interaction The third is to enhance the correct financial knowledge of young people. By going to schools to publicize knowledge on preventing telecom fraud, protecting personal financial information, and staying away from bad online loans, they can protect their own "money bags."

Through various forms, multi-level and multi-channel publicity and education methods, the bank gives full play to the positive role of publicity and education in “educating the public, preventing risks and establishing an image”, and actively practices the popularization of financial knowledge The social responsibilities and obligations of publicity and education have further improved the self-protection awareness and ability of citizens, especially low-net-worth groups, to prevent fraud, and played a positive role in creating an honest, safe, healthy and harmonious social and financial environment. Summary of Bank Financial Publicity Activities 2

China CITIC Bank Beijing Branch actively responded to the call of the People’s Bank of China’s Operations Department to “popularize financial knowledge and keep the “money bag”” campaign, and organized all branches under its jurisdiction to carry out financial knowledge popularization and publicity activities in a targeted manner. To popularize financial knowledge among financial consumers, improve the public's awareness and ability to identify and prevent financial risks, guide them to rationally choose financial products and services, stay away from illegal financial activities, and further maintain the harmony and stability of the financial market.

During the event, China CITIC Bank Beijing Branch used its business outlets as a position to give full play to the publicity role of the public education service area in the hall, and opened a "money bag" activity area, placed promotional leaflets and manuals, put up promotional posters, and called the outlet LED The slogan "Popularize financial knowledge in 20xx and keep the "money bag"" is scrolling on the screen. Promotional videos with the theme of preventing illegal fund-raising, payment security, and telecommunications network fraud are played on the TV in a loop, striving to create a strong missionary atmosphere. At the same time, each branch has designated dedicated personnel as financial evangelists to actively promote and explain products and services to customers, especially to key audience groups such as the elderly, teenagers, and migrant workers, and to help consumers through professional explanations. Provide students with a better understanding of financial literacy.

China CITIC Bank Beijing Branch mobilized all branches under its jurisdiction to go deep into surrounding communities, enterprises, campuses, business districts, etc. to carry out special education activities, combining "Corporate Activity Day", "Financial Knowledge into the Community" and "Financial Knowledge into the Campus" " and other activities, through the setting up of consultation points, booth promotion, special lectures, financial salons and other publicity modes to popularize financial knowledge to the general public. The theme of the activities covers preventing illegal fund-raising, personal information protection, payment security, preventing telecommunications network fraud, and preventing bank card theft. brush, prevent bad online loans, promote financial knowledge, resolve financial consumer disputes, etc. The event achieved good publicity results, effectively improved financial consumers' awareness of self-protection and their ability to identify and resist risks, and guided consumers to correctly use financial knowledge and protect their "money bags" through legitimate channels.

During June, China CITIC Bank Beijing Branch pushed consumer protection themed education articles through the official WeChat public platform every week, delivering financial knowledge to more than 750,000 following customers in Beijing, and using new media to achieve comprehensive coverage of financial knowledge education and rapid dissemination of information. The work of popularizing consumer financial knowledge is a long-term and systematic work. China CITIC Bank Beijing Branch will continue to popularize, promote and strengthen public education and publicity activities, continuously improve the public’s financial knowledge and literacy, effectively protect the legitimate rights and interests of financial consumers, and build a harmonious society. Contribute to a safe financial environment. Summary of Bank Financial Publicity Activities 3

Based on the People’s Bank of China’s “Notice on Carrying out the 20XX Popularization of Financial Knowledge and Keeping the Money Bags Activities”, XX Branch formulated the “20XX Thousand Miles Campaign Plan for Popularizing Financial Knowledge”, combined with specific In line with the actual work, we actively carry out activities to popularize financial knowledge and keep financial pockets.

First of all, we carefully deployed and established an activity group, with the president in charge as the team leader. Based on each outlet and department, we determined the person in charge of the outlet and department as the first responsible person. Based on their actual situation, we used Electronic screens, mobile phone text messages, WeChat, promotional brochures, hall micro-salons, micro-lectures and other methods are used to carry out peripheral publicity, use outlet resources to carry out in-store customer promotion, and report activity results; at the same time, the branch organizes "going out" in a unified way For publicity, a publicity team composed of the corporate business department, personal finance department, general department, sales department, and Beijing East Road Branch went into communities, schools, and villages to carry out financial knowledge popularization activities; finally, we actively responded to the call of relevant departments in Jiaozhou City, Participate in activities with the same theme organized by the Municipal People's Bank of China and the Financial Supervision and Administration Bureau to enrich the content and form of the activities, expand the audience group, and serve the local masses.

In the “Keep the Financial Money Bag” activity, in addition to strengthening the knowledge popularization among low-net-worth people, standardizing our own marketing and publicity behaviors, and guiding consumers to rationally choose financial products and services, we organized employees to go to rural areas , go into the village committee, and cooperate with our special product Yunongtong to increase publicity and help rural financial revitalization.

In the promotion section of the Financial Knowledge Tour, according to the arrangements of the Municipal Branch, we focused on personal information protection, prevention of telecommunications network fraud, financial payment security, resistance to illegal fund-raising, financial management knowledge, etc., and targeted Carry out publicity on illegal fund-raising, and popularize financial knowledge to the public, especially the elderly, from the perspectives of the definition, types, main methods, harm and legal consequences of illegal fund-raising.

The implementation of this series of publicity activities has effectively improved the financial security awareness of the general public and customers, optimized the financial ecological environment, and also better enhanced the good social image of our bank. Summary of bank financial publicity activities 4

In order to enhance the financial literacy and risk prevention awareness of the public, and effectively protect the rights and interests of financial consumers, in accordance with the requirements and deployment of the head office, Jiangyin Rural Commercial Bank Suining Branch recently organized and carried out The activities of “Popularizing Financial Knowledge and Keeping Your Money Bag” and “Preventing Illegal Fund-raising Awareness Month” have achieved remarkable results.

The theme of this publicity activity involves preventing illegal fund-raising, telecommunications fraud, identifying false advertising, prohibiting and preventing gambling, etc. The publicity methods are mainly online and offline. The offline publicity is mainly through business outlets. As a publicity position, we interpret the People's Bank of China's management requirements for personal accounts and the forms of new crimes for the passing people and customers waiting for business in the hall by posting posters, distributing leaflets, and hall publicity, especially for the elderly and Processing migrant workers and other groups has improved the general public's awareness of fraud prevention and won unanimous praise from everyone. It has also strengthened contact with customers and enhanced friendliness with customers; online publicity is mainly through mobile banking interfaces, websites, Promotions include rolling LED screens playing promotional slogans, and Suining Branch is also trying to use the “Douyin” platform for online financial promotions.

For this publicity event, Suining Sub-branch attaches great importance to "non-contact" publicity. Every employee of Suining Sub-branch forwards the publicity link through WeChat Moments, so that customers in Moments can Everyone can see the promotional content, understand relevant financial knowledge, and put some financial knowledge into the hands of some specific customers to enhance their financial awareness. Each account manager went to corporate customers to conduct door-to-door publicity, explaining various common methods of financial fraud, and reminding corporate accountants to prevent financial fraud and adhere to the "three no's" principles of not being gullible, not disclosing, and not transferring money. It has been highly praised by corporate customers.

This time, Suining Branch also strengthened business training to enable every employee to be familiar with the tricks and techniques of various financial frauds. At the same time, it strengthened professional ethics education and required every bank business to be handled. All can fulfill their obligation to remind in good faith to improve citizens’ ability to prevent and resist fraud.

Through this publicity activity, the general public and consumers have become aware of and understand the seriousness and harm of various financial risks, and it has also further improved the general public and consumers’ awareness of financial prevention and fraud prevention. ability, strengthened self-prevention, and built a solid ideological defense line. Summary of bank financial publicity activities 5

In order to further help financial consumers use legitimate channels to protect their "money bags", enhance the financial knowledge and skills of farmers, migrant workers, young people, the elderly and the disabled, Risk identification and prevention capabilities, curbing blind investment impulses, and staying away from illegal financial activities. In accordance with the requirements of the People's Bank of China and the Provincial Associated Press, Yongqing Rural Commercial Bank organized a series of publicity activities to "popularize financial knowledge and keep your money bag".

The bank uses its outlets as its base and relies on external publicity. It uses LED screens to scroll slogans, puts up exhibition boards, distributes promotional materials, and sets up information desks. At the same time, it carries out activities such as entering communities and Publicity and education activities in streets, shopping malls, villages, schools, etc. Promote the main manifestations, common methods and identification methods of illegal financial advertising, illegal fund-raising, telecommunications fraud, bank card theft and other problems in recent years, enhance the financial capabilities and risk responsibility awareness of low-net-worth people, and consciously stay away from and resist illegal activities Financial activities, protect your "money bag".

This publicity campaign achieved good results. During the campaign, a total of 20,000 promotional leaflets were distributed, the LED screen scrolled more than 300 times, and the audience reached more than 15,000 people. Through publicity activities, the general public's legal awareness and resistance to illegal financial activities have been enhanced, allowing the general public to understand that while "enjoying their own benefits", they must also "take their own risks", avoid blind investments and impulsive transactions, and improve their own sense of responsibility and integrity.

Summary of Bank Financial Promotion Activities 6

Under the correct leadership and organizational arrangements of the State Banking Regulatory Bureau, in accordance with the spirit of the "Notice on Deepening Financial Services for Small and Micro Enterprises" (CBRC Issue 20xx) No. 7, we The bank carried out the second Small and Micro Enterprise Financial Services Publicity Month in a solid manner. Through the joint efforts and hard work of all cadres and employees, the company successfully completed the tasks of the publicity month and achieved good results. The specific summary of the publicity month activities is as follows:

1. Strengthen leadership and carry out publicity month activities in a solid manner

Our bank carefully studied the spirit of the "Notice on Deepening Financial Services for Small and Micro Enterprises" (CBRC Issue 20xx) No. 7, and seriously Learn from the work spirit of the State Banking Regulatory Bureau in carrying out the second small and micro enterprise financial services publicity month activity, raise awareness, unify thinking, and fully realize that deepening financial services for small and micro enterprises is important for promoting local economic development and strengthening people's employment. Building a harmonious society is of great significance. To this end, strengthen leadership, establish a leading group for the second Small and Micro Enterprise Financial Services Publicity Month, formulate a publicity month activity plan, and solidly carry out publicity month activities to achieve actual results of the publicity month activities and promote the healthy and sustainable development of small and micro enterprises.

2. Carefully organize and conscientiously carry out publicity month activities

Based on the working spirit of the state banking regulatory branch and the formulated publicity month activity plan, our bank carefully carries out publicity month activities. Focus on five aspects of work: First, hang eye-catching slogans outside the door of the business hall to create a strong atmosphere for the promotion month activities and raise awareness of the importance of deepening financial services for small and micro enterprises; second, promote and deepen the financial services for small and micro enterprises through electronic displays Services, encourage qualified small and micro enterprises to actively apply for relevant financial services at our bank, solve the difficulties of small and micro enterprises lacking funds for development and production, promote the sound and rapid development of small and micro enterprises, and enhance the development strength of small and micro enterprises in our county. The third is to set up publicity display boards and place promotional materials in the business hall to introduce in detail the specific measures and working methods of our bank to deepen financial services for small and micro enterprises, so that small and micro enterprises can understand the application methods and processing procedures for financial loans, and make small and micro enterprises familiar with them. Policies, guidelines and business processes can handle financial business as quickly as possible. The fourth is to set up consultation points and designate dedicated personnel to answer in detail the relevant inquiries raised by small and micro enterprises in handling financial services, help small and micro enterprises solve financial difficulties, guide small and micro enterprises to do a good job in production and operation, and improve economic efficiency. The fifth is to visit small and micro enterprises in depth, communicate face-to-face with the leaders of small and micro enterprises, help solve difficult problems, put forward opinions and suggestions, and promote the development of small and micro enterprises.

3. Work hard to achieve good results of the publicity month activity

In this publicity month activity, our bank *** issued XX copies of promotional materials and accepted XX consultations from small and micro enterprises. Visited XX small and micro enterprises and issued various types of credit of RMB XX million to XX small and micro enterprises, which effectively promoted the development of small and micro enterprises and achieved good results. Our bank worked seriously and hard, and achieved good results in this publicity month activity, which won the satisfaction of small and micro enterprises and promoted the development of the local economy. In the future, our bank will further deepen financial services for small and micro enterprises, improve service levels, and make greater contributions to promoting the in-depth and sustained development of small and micro enterprises. ;