5 articles on creative bank marketing activity planning

The emergence and development of banks are linked to the development of the currency commodity economy. The currency exchange industry in pre-capitalist society is the basis for the formation of the banking industry. The following is a bank marketing activity plan that I have carefully collected and organized. I will share it with you below for your enjoyment.

Bank marketing activity planning 1

1. Purpose of the activity

Create a good environment for credit card use, improve cardholders’ awareness of card use, and cultivate citizens’ card use habits , so that more citizens can enjoy the convenience brought by bank cards, a new settlement tool, and facilitate people's lives.

2. Activity time

December 1, 201_---December 30, 201_

3. Activity organization

The organizers of this event are Yizheng City Bank Card Work Leading Group Office, Jiangsu Yizheng Rural Cooperative Bank, Industrial and Commercial Bank of China Yizheng Branch, Agricultural Bank of China Yizheng Branch, Bank of China Yizheng Branch, China Construction Bank Yizheng Branch, Bank of Communications Yizheng Branch , China CITIC Bank Yizheng Branch, Bank of Jiangsu Yizheng Branch, Yizheng Postal Savings Bank, Yangzhou Yintong Company (co-organizer), China UnionPay Jiangsu Branch provides technical support.

4. Publicity Theme

Swiping UnionPay cards is a safe, healthy and fashionable choice.

5. Activity rules

From December 1, 201_ to December 30, 201_, all UnionPay standard cards with card numbers beginning with "6" will be accepted in Yizheng City Cardholders who spend more than 68 yuan (single transaction) by card at designated merchants within the jurisdiction have the opportunity to win the prize. The prizes are as follows:

One grand prize, a trip to South Korea (a prize equivalent to 6,000 yuan)

30 first prize winners, each awarded a prize worth 400 yuan

90 second prize winners, each awarded a prize worth 200 yuan

1,200 third prize winners, each Award prizes equivalent to 10 yuan

Redemption method: Cardholders can collect the online lottery prizes at the Yizheng Bank Card Management Office with the purchase order marked "Yizheng City Bank Card Activities_Prizes" (Yizheng City Liberation (Inside the People's Bank of China, No. 106 West Road), consultation hotline, the redemption date is from the day after winning to December 201_--January 30, 201_, the working days during the redemption period are Monday morning 8:30- At 11:30, those who fail to claim the prize after the due date will be deemed to have given up receiving the prize.

Bank marketing activity planning 2

1. After the monthly financial management sales plan is announced, prepare a financial management promotional page for the month according to the previous format and post it in a prominent location in the company.

2. Use morning meetings and other time to explain to each employee the name, term, rate of return and other matters that customers are concerned about the financial products sold this time, and distribute leaflets to each employee so that Customers can answer their questions correctly, and it also improves the marketing awareness of all employees.

3. Send text messages to valuable customers to inform them of financial management information in a timely manner so that valuable customers can understand the latest financial management information.

4. Make statistics on the list of financial management products due in the current month, call customers one by one before expiration, inquire about purchase intentions, and help customers choose appropriate financial management products. At the same time, they can also understand the flow of customer funds and understand through customers We must know ourselves and our enemies about the financial sales plans and sales methods of other banks, so that our bank can improve its shortcomings and provide better services.

5. Keep records and statistics in a timely manner before and after each sale. Be well aware of the situation so that customers can arrange their purchases in an orderly manner on the sales day. After the sale is completed, all customer information can be classified and systematically analyzed.

6. Organize outdoor publicity once every two weeks. Use weekends or after-work time to organize sales office employees to conduct group publicity. Each time, a personal marketing post will lead a team of 3 employees in busy areas or high-end areas. Carry out publicity around the community, put up posters and distribute leaflets, and record the names and phone numbers of potential customers.

7. In the business room, do a good job in financial management promotion and customer promotion, and do a good job in retaining information and regular return visits to customers who actively inquire.

In financial marketing, he is good at discovering and summarizing. Establish and improve customer files, maintain and deepen contact with customers, communicate with customers regularly, and implement appointment services and tracking services for high-quality customers. Analyze customer information, classify customers, and adopt different marketing methods for different customers. Target key customers, use financial management as a basis to discover other needs that can be tapped, implement precision marketing, one-stop marketing, public-private linkage marketing, use professional services and diverse products to retain customers, thereby expanding high-quality customers scale, fully embodying the value of high-quality customers, in order to achieve a win-win development goal with customers.

Bank marketing activity planning 3

1. Introduction to Postal Savings Bank of China

Postal Savings Bank of China is a national commercial bank established by China Post Group, formerly known as China Postal Savings. Since its resumption on April 1, 1986, Postal Savings has become an important force in my country's financial field after more than 20 years of rapid development. Moreover, the Postal Savings Bank of China is now a key cooperative bank for national fiscal funds, social security and rural insurance projects. Enterprises, institutions and enterprise groups closely related to people's lives, such as tobacco, electric power, China Mobile, China Unicom and various insurance companies, all carry out cooperation with our bank. business cooperation. While carrying out cooperation, our bank has further deepened the methods and areas of cooperation with various enterprises, institutions and enterprise groups by continuously improving the system and strengthening services, so as to provide our bank with more opportunities to carry out multi-faceted business cooperation with more enterprises, institutions and enterprise groups. It has established an effective cooperation model and complete technical support.

1. With branches all over urban and rural areas, funds are collected quickly

The Postal Savings Bank of China has now built a financial service network with the widest coverage of urban and rural branches and the largest transaction volume in the country: 36,000 It has 45,000 exchange business outlets and 20,000 international remittance business outlets. It is a state-owned commercial bank with outlets covering the dual structure of urban and rural areas across the country. Whether in cities or remote towns, Postal Savings Bank can rely on its huge network advantages to provide convenient and fast services and support for corporate fund management, and provide a broad network platform for corporate development.

2. Powerful settlement system advantages

(1) The connection method between the Postal Savings Bank’s corporate business system and the People’s Bank of China’s payment and settlement system is the most advanced “one-point access” in the country , reducing intermediate links and improving settlement efficiency. Through intra-bank transfers, intra-city exchanges or the People's Bank of China's large and small payment system, using settlement tools such as wire transfers or bills (cheques), fund settlement can be achieved in the shortest time.

(2) In addition to traditional settlement methods, the settlement of current funds between personal accounts can also be achieved through our bank's telephone self-service banking terminal - "Shang Yitong", which is convenient, fast and time-free. , free transfer and balance inquiry with geographical restrictions.

3. Convenient corporate online banking function

Our bank's corporate online banking service is powerful, and the group company service function of online banking can realize rapid transfer of funds in real time, providing customers with Provide unified, safe, and fast banking services. Corporate customers can obtain account inquiries, reconciliation services, fund transfers and other services without leaving home, overcoming space constraints, greatly saving time and costs, and providing accounting transactions. The personalized setting of the process is flexible and convenient, providing a strong guarantee for enterprises to expand their scale.

2. Purpose of the activity:

By carrying out financial knowledge into the community activities, on the one hand, the financial knowledge and financial skills that need to be understood in daily life can be taught to community residents. and ordinary people, enriching people’s financial knowledge and financial management methods, popularizing the public’s financial knowledge, and improving the public’s ability to identify and prevent risks; on the other hand, carry out financial knowledge into the community activities, through on-site introduction to the Postal Savings Bank’s culture, The display of superior services, special products, etc. allows the public to gradually recognize the Postal Savings Bank, establish a favorable impression and familiarity with the Postal Savings Bank brand from the bottom of their hearts, and fundamentally enhance the brand image of the Postal Savings Bank and achieve the brand image of the Postal Savings Bank. A double harvest with economic benefits.

3. Service plan content

Based on the community characteristics of Xinyi Community and the existing needs of the property management company and community residents, in line with the principle of win-win cooperation and customer service, we The bank can provide the following services to the community:

(1) Fund collection and settlement services

Xinyi Property has opened a corporate account with our bank and launched corporate online banking services. For the collection of corporate funds. Enterprises with which the property management company has business relationships can conduct fund transfers at any time according to fund management needs through the unit settlement account and corporate online banking opened in our bank.

(2) Institutional financial services

When the property company has idle funds, our bank can provide the property company with a variety of fund management and investment services based on the amount of funds, idle period, etc. Such as: time deposits, call deposits, agreement deposits and various financial services and other RMB financial products (for example: Yueyuesheng financial products, the turnover cycle is one month, the expected annualized rate of return is 1.9), for large amounts of funds and for If you have special needs for income, our bank can also customize financial products to ensure the preservation and appreciation of your company's funds and achieve the goal of stable growth in financial efficiency.

(3) Providing loan services

Our bank has now launched a variety of personal second-hand housing loans, small credit loans, personal business loans, small and medium-sized enterprise loans, etc. suitable for enterprises and individuals. Loan business. Our bank will give priority to loans applied by property companies and their employees, as well as community residents in their jurisdictions. We will give priority to customers who meet the credit conditions to meet their loan needs within the scope of the credit scale. We will provide preferential interest rates within the scope of the policy. ; On the premise that risks are controllable, try to simplify the business processing process and shorten the processing time.

(4) Providing intelligent services

Due to the differences in consumer demand. For example, older property owners may prefer more modest property management services. For young people, they may prefer some special services, such as payment of various fees and other special services. We can develop some intelligent services and launch a series of services that change traditional lifestyles, such as water, electricity, coal, property management and other expenses. Owners can use bank cards to swipe or pay, reducing the time and energy of owners in these aspects. cost.

At the same time, relying on the service network of postal savings in urban and rural areas, it provides Sakura Property with various collection and payment services such as salary payment and community water, electricity and property fees collection.

(5) Expand business publicity

Community bulletin boards have always been the main platform for property owners and owners to exchange information. However, this form has always had the limitations of limited information and inconsistent timeliness. Strong and weak operability. The form of "LED display and bulletin board" uses information technology to accurately control, and can update a large amount of promotional content at any time. Using this method to update promotional information is much faster than using other methods.

It can publish some financial service information that is closely related to people's daily life. It can also update public welfare information such as weather forecasts, clothing indexes, property notices, etc. daily to facilitate residents to understand where they live when entering and leaving the community. Message needed. This public welfare information platform brings convenience to owners and property owners. If the owner has needs such as renting a house, he does not need to post small advertisements outside and can publish them for free. The property owner can also use it as a blackboard for notifications, publishing community announcements, etc.

In addition, day and night display is implemented so that residents can read it at any time. In a certain sense, it can not only solve the residents' demand for information, but also shorten the distance between the owners and the property owners, form a good combination of public welfare and business, and create a harmonious community culture.

Bank marketing activity planning 4

1. Activity content

1. Organize a broadcasting exercise competition

2. Organize a power walking activity

Three organizations held a moral lecture

Four organizations held a financial innovation lecture

Five organizations held a symposium for college students and employees

Six organizations held a " Essay contest on the theme of "Special Rectification for Case Prevention and Control" themed essay competition

Seven organizations organized a National Day special issue of "__ Rural Commercial Bank"

2. Event time, location, and objects

⒈Broadcasting Exercise Competition and Power Walking Activities

①Time: October 4th, afternoon, 13:00;

②Location: Citizen Square;

③Object: See Appendix 3.

⒉Moral Lecture Hall

①Time: October 5, 8:00 am;

②Location: Large conference room on the third floor;

③Object: See attachment 6.

⒊Financial Innovation Lecture Hall

①Time: October 5th-6th (starting at 8:00 am on the 6th);

②Location : Large conference room on the third floor;

③Object: See Appendix 7.

⒋College Student Employee Symposium

① Time: October 7, 9:00 am;

② Location: Large conference room on the third floor;

③Object: See attachment 8.

⒌"Talk about special rectification of case prevention and control" theme essay competition

①Time: September 25-30;

②Object: See Attachment 10.

⒍"Dongtai Rural Commercial Bank" National Day Special Issue

The office will conduct a series of reports on the "Seven Ones" activities during the National Day.

3. Activity Description

1. Competition Rules

⒈Broadcasting Exercise Competition

①All business outlets, agencies and departments are the participating units , in which each department and office of the agency is a participating unit;

② The broadcasting exercise competition is divided into seven groups. The participating units and appearance order of each group are detailed in Appendix 4;

③ There is a judging panel for the broadcasting exercise competition, with five external judges, three judges from departments and offices, and three judges from each branch;

④The score of each unit is the average of the scores of all judges, based on the level of the score determine the final ranking.

⒉Health Walking Activity

①This health walking activity will no longer be timed and ranked. During the entire health walking activity, all personnel must keep the team in order as required.

②Brisk walking route: Citizen Square (North Exit) - Beihai Road (to the west, passing Yingchun Hotel) - The intersection of Beihai Road and Xihuan Road (to the south) - Xixi Scenic Area (to the west) East) - Haidaoqiao (to the northeast) - Dongtai Town (to the east) - Xinhe Building;

③ There are three monitoring points along the way, and all personnel must collect a piece of paper every time they pass a monitoring point. One number. If you hand over three numbers at the end, you will be deemed to have completed the race. Otherwise, you will be deemed not to have participated in the event.

④ All participants in the power walk must put their number plate on their left chest to ensure that the number plate can be seen by the statisticians when they reach the end.

⒊Moral Lecture Hall

① Each unit and department must seriously organize its employees to learn to sing the "Citizen Moral Song" and ensure that they can sing it before October 1;

②The host, lead singer, and preacher (see attachment 5) must practice carefully in accordance with the requirements, and the head office union will organize rehearsals in the near future;

③The office and human resources department must Collect relevant information in a timely manner, classify and organize it, and bind it into a volume.

⒋Financial Innovation Lecture Hall

①The Department of Science and Technology Information provides the video courseware and equipment required to play the courseware in the Financial Innovation Lecture Hall;

②The Department of Science and Technology Information The department sent people to play the video courseware on site.

⒌College Student Employee Forum

① Forum topic: Feelings after entering the industry;

② Forum method: Focused discussion, typical speeches (see attachment 9 for the list) , exchange and discuss.

⒍"Let's talk about special rectification of case prevention and control" theme essay competition

① There is no limit on the style of writing, the topic is self-made, closely related to the theme, complete structure, sufficient reasoning, clear organization, word count Control it within 2000-2500 words;

② Submitted articles must be created by the author himself. Plagiarism is strictly prohibited. Once discovered, the qualification will be disqualified and criticism will be notified;

③All Contestants must submit their manuscripts to the Human Resources Department in the form of paper documents before October 1st;

④ The head office office will organize dedicated personnel to evaluate the submitted manuscripts based on the principles of fairness and impartiality. .

Second Prize Setting

⒈Broadcasting Exercise Competition

①Ranking: Based on the scores, one first prize winner and two second prize winners will be selected. 3 third prizes.

②Bonus: first prize, bonus 2,000 yuan; second prize, bonus 1,500 yuan; third prize, bonus 1,000 yuan.

⒉ "Let's talk about special rectification of case prevention and control" theme essay competition

①Ranking: 1 first prize, 2 second prizes, 3 third prizes.

②Bonus: first prize, bonus 1,000 yuan; second prize, bonus 800 yuan; third prize, bonus 600 yuan.

IV. Related Requirements

1. List of event organizing committee and staff

1. List of event organizing committee

Director: ___

Deputy Director: ___

Members: heads of units and departments

⒉ Staff List

Chief Referee: ___

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Referee: ___

___ 5 external hires

Flag bearer: ___

Other staff: ___

2. Organizational Requirements

1. Unify thinking and raise awareness. All units and departments must fully understand the importance of this series of activities, mobilize in time according to the notice, organize carefully, and use this event as an opportunity to guide employees to get up and move, and improve the enthusiasm and initiative of all employees. , creativity, and devote yourself to various tasks with a full spirit, a healthy body, and a high morale.

⒉ Organize carefully and schedule scientifically. Each unit and department must make overall arrangements and scientific dispatch according to the actual situation of the unit, and arrange daily business operations and security work during the event to ensure that contestants have sufficient time and energy to participate in various activities, so as to achieve both Two promotions and two correctnesses ensure that all activities proceed smoothly and achieve good results.

⒊ Prepare in advance to ensure success. All units and departments should make full use of time outside of class to carefully organize employees of their own units and departments to practice broadcasting drills (especially to ensure that newly recruited college student employees can do it). At the same time, they should guide employees, especially college student employees, to conduct serious research and thinking, and actively participate in college students' activities. Activities such as employee symposiums and "Let's talk about special rectification of case prevention and control" essay competitions.

Three things to note

⒈Friendship comes first, competition comes second, competition shows class, competition shows style.

2. Employees who participate in power walking activities and radio exercise competitions must wear the latest sportswear and sneakers issued by the head office on the day of the competition. Employees who participate in ethics lectures, financial innovation lectures, and college student employee symposiums Work clothes are required (newly recruited college students who do not have work clothes must wear formal clothes or borrow work clothes from colleagues).

⒊From October 5th to 7th at noon, the head office will arrange lunch. Those who participate in the activities of the day are requested to attend on time as required.

⒋If you have special circumstances and ask for leave on the day of the event, you must apply to the Human Resources Department one day in advance. The leave can only be granted with the approval of the chief referee of this event.

⒌To ensure the safety of the contestants, the head office will allocate 1-2 team doctors. If a contestant has any physical abnormality during the competition, please report it to the staff and the team doctor in time.

⒍If there is rain on the day of the walking and radio aerobics activities, the weather will be adjusted separately.

⒎Unfinished matters will be notified separately.

Bank marketing activity planning 5

1. Background information

1. Introduction to bank products

Chattel (warehouse receipt) pledge business is Industrial Bank of China provides customers with more convenient and faster financial services. Refers to the pledge of the customer's legally owned movable assets or warehouse receipts that comply with the Bank's regulations, and the Bank will grant credit accordingly to meet the liquidity needs of its production and operations. Credit business under the pledged credit business mainly includes short-term working capital loans, trade financing, discounts, acceptances, commercial bill guarantees, etc.

After analysis, it can be concluded that Sany Heavy Industry Co., Ltd. is mainly engaged in the research and development, manufacturing and sales of construction machinery. It is the sixth largest construction machinery manufacturer in China and the world. At present, Sany concrete machinery, excavators, crawler cranes and rotary drilling rigs have become the number one brand in China. The market share of concrete pump trucks, concrete pumps and fully hydraulic rollers ranks first in the country. The output of pump trucks ranks first in the world. It is A global concrete machinery manufacturing enterprise. Therefore, corresponding to its need to stabilize market share and expand sales, a specialized banking product is needed to solve the company's stable purchase and sales channels and ensure the integrity of the capital chain. Then financial products that deal with bill processing problems appear to be If necessary, the "movable assets (warehouse receipts) pledge and credit" product launched by Industrial Bank can exactly meet the requirements of Sany Heavy Industry Co., Ltd. for this part, and can fully meet its production and operation liquidity needs.

2. Competitor analysis

(1) SWOT analysis:

2. Marketing objectives

Promote "movable assets (warehouse) to the outside world" "Single) Pledge Business" makes Industrial Bank's new product business more familiar to customers. With the purpose of expanding business scale and improving the bank's reputation, we focus on product innovation and development, firmly grasp existing customers, and pay attention to the expansion of new customers, so that other customers with potential needs will be sufficiently interested in the bank's products and have a strong interest in Minsheng Bank. The initial recognition of the brand has generated a desire to purchase, and a considerable proportion of customers actively inquire about it. Not only that, for the group that needs marketing - Sany Heavy Industry Co., Ltd., this product can make the company more efficient in capital turnover, use bank funds, achieve leveraged purchases, and reduce accounts receivable. Support dealers to develop together and expand market share; maintain close relationships with manufacturers and banks, leverage the strength of manufacturers to easily obtain bank financing support, and enhance sales competitiveness. Accelerate the withdrawal of funds, increase batch sales, and seize market share.

3. Marketing plan

1. Marketing channels:

(1) Universal sales. At Industrial Bank branches and outlets, bank counter staff are required to provide such products and services to every interested customer. This is the most direct and efficient form of marketing, which not only saves corresponding sales expenses, but also quickly makes customers familiar with the characteristics of the product.

(2) Exclusive sales.

Utilize the stable customer source of relevant enterprises that have opened accounts with the bank to promote to some medium and large enterprises that meet the requirements. You can introduce the characteristics of this product to them through telephone interviews, door-to-door visits, etc., which can effectively increase sales. efficiency, and can increase the market share of products.

(3) Use the bank's external service equipment such as ATMs and POS self-service equipment to increase the visibility of the product by publishing advertisements and providing product information during the process of withdrawing money.

(4) Use bus stop signs and large and small outdoor billboards to publish advertisements introducing the characteristics of this product to achieve good popularity of the product.

(5) Select an intermediary agent. The personnel authorized by Industrial Bank to sell products as agents represent the bank and go to customers' residences, workplaces and other places to analyze their protection needs face-to-face, introduce product features, complete product sales, and provide customers with relevant follow-up services.

2. Marketing philosophy:

(1) Customer-centered, focusing on personalized, high-quality, differentiated and efficient services. Form a good after-sales consulting service contact group to facilitate solving various doubts and requirements of customers and provide them with a full range of banking services.

(2) Focus on banking business, branding and professional marketing. External business is the basis for the survival of all commercial banks. It must not only meet the needs of most customers, but also focus on high-quality industry customers to promote the development of banking products. Give full play to its own advantages and market to major national industry customers.

(3) Focus on products, form a comprehensive customer evaluation mechanism, and understand customer needs as soon as possible. The selling points of external financial management mainly focus on cash management, investment value-added, etc. It is necessary to highlight the advantages of banking products for marketing, so that enterprises can achieve a win-win situation for both banks and enterprises by strengthening the planning of working capital.

4. Promotion plan

1. Promotion strategy: (1) Make use of the stable customer sources of relevant enterprises that have opened accounts in the bank, and assign bank staff to meet the requirements among them. Some medium and large enterprises can introduce the characteristics of this product to them through door-to-door visits, which can not only effectively improve sales efficiency, but also increase the market share of the product.

(2) Provide experiential services to existing old customers, and allow customers to experience the "movable property (warehouse receipt) pledge business" for free for a period of time, so that they can personally experience the convenient and efficient features of the product. Promote this product more directly and effectively.

(3) Adopt telephone direct sales with telephone as the main communication method, rationally utilize the original customer resources, obtain direct contact with customers, and complete the promotion, consultation, quotation of insurance products, and confirmation of policy conditions and other new marketing models in the main marketing process. This method is simple, flexible and low cost.

(4) Let bank financial management personnel go deep into companies of various sizes to conduct marketing promotions, and conduct preliminary communication first to let the managers of each company have knowledge about the "movable property (warehouse receipt) pledge business" After a certain understanding, I recommend using this product.

(5) Advertising methods. Use bus stop signs and large and small outdoor billboards to publish advertisements introducing the characteristics of this product. You can also use major media such as Sina, Sohu, Xinhuanet, etc. to inform the entire public of "movable assets ( Warehouse receipts) pledge business" information to achieve good popularity of the product. In this way, new products can be more widely publicized, their visibility can be increased, and they can quickly enter the market in the early stages of product launch, which will help them seize market share first.

2. Promotion concept:

Through a unique, market-oriented business operation model, explore new market opportunities, develop and cultivate new market core customers, and open up greater opportunities for them. room for development. By providing professional services, we can increase the value of customer assets, allow customers to enjoy value-added services, and achieve a win-win cooperation model of mutual development, so that their business risks can be reduced, their operating efficiency improved, and By providing products and services, we achieve the goal of sustained profitability.

Adapt to the current changes in economic and financial development trends and open up a broader development path for the bank in the future.

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