5 Summary of Financial Knowledge Promotion Activities

Carrying out activities can improve the public's awareness of risk prevention and the use of formal financial services, and continue to promote the popularization of financial knowledge and financial consumer education. The following are 5 sample articles that I have compiled to summarize financial knowledge publicity activities. Welcome Read and share.

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Summary of Financial Knowledge Promotion Activities 1

China Guangfa Bank Urumqi Branch’s “Thousands of Miles to Popularize Financial Knowledge” series of activities continues, and the theme of August is “Cherish Personal Credit Promotion Service Month” ". Beginning in August 2020, China Guangfa Bank Urumqi Branch actively organized specialized departments and personnel to implement the publicity work in accordance with the deployment and requirements of the China Banking Association's "20-Year China Banking Industry's Ten Thousand Miles Tour to Popularize Financial Knowledge" , the publicity situation is now reported as follows:

1. Arrangement of publicity outlets:

China Guangfa Bank Urumqi Branch has three business offices in the Urumqi area, namely the branch located on Renmin Road Sales Department, Altay Road Sub-branch, and Beijing Road Sub-branch; this publicity was carried out in three institutions at the same time. The credit management department of the branch has a dedicated person to inspect the publicity work through regular meetings or on-site every week. At the same time, the main person in charge of this publicity work is arranged at three outlets, and any problems will be communicated to the branch in a timely manner.

2. Publicity forms:

1. LED screen rolling publicity: The three business agencies have arranged LED screen rolling publicity, respectively at the entrance of the hall and above the counter, with the slogan " Accelerate the construction of the social credit system and promote the healthy development of the credit market”, scrolling every ten minutes.

2. Posters: The branch office has specially purchased poster stands for the three publicity agencies, which are placed in prominent locations in the outlets so that they are obvious to customers when they enter.

3. Place folding pages: Place relevant folding pages on a special folding rack, which is basically located at the manager's office in the lobby upon entering the branch.

4. Set up a consultation desk and have dedicated personnel to answer questions: The credit management department of the branch has specially distributed the "Credit Reporting Industry Management Regulations" and "Credit Reporting Industry Management Regulations" to all business outlets. Each business department has passed each We will study the contents involved in the morning meeting on three weeks, so that the first questions asked by customers must be answered. At the same time, a help desk has been set up in three outlets, with dedicated personnel to answer customer questions. During the promotion process, customer inquiries are not frequent, and the questions collected are mainly concentrated on Personal credit reporting links, such as "How to check personal credit reporting, where can I check it, what are the procedures, how to charge, etc."; individual corporate customers ask "Why is the basic information in the corporate credit report not updated in a timely manner", "Business or personal information If there are any errors or omissions, how to deal with them?" etc., dedicated personnel at each consultation point can carefully explain the issues raised.

5. Promotion through text messages: During the special promotion period, our bank *** carried out relevant promotions to customers in the form of text messages*** 4 times in total. The content of the text messages was based on the promotional slogan and customer information. Publicity is carried out on issues of greater concern, namely "regulating credit reporting activities, protecting the legitimate rights and interests of parties, accelerating the construction of the social credit system, and promoting the healthy development of the credit reporting market", "the retention period of personal information by credit reporting agencies, and the period of retention of personal information from bad behavior or It will be 5 years from the date of termination of the incident. If it exceeds 5 years, it should be deleted." "Credit reporting services can create conditions for preventing credit risks and ensuring transaction security, and can also enable enterprises and individuals with good credit records to obtain lower "Individuals can check their credit reports with the credit bureau twice a year for free. If the individual believes that the information is wrong or omitted, he or she can raise objections to the credit bureau or information provider." The customers involved in the text messages were all individual debit card and credit card customers of the branch, and all corporate corporate contacts with retained mobile contact information of the branch. The number of people who received the message totaled more than 70,000.

6. Video promotion: At the end of August 2020, the Credit Information Office of the People's Bank of China issued a 60-second promotional video for us, which more vividly demonstrated the promotion of credit information and the social credit system. The branch The business department was the first to start playing, scrolling every three minutes; on August 30, 2020, the China Guangfa Bank Head Office issued another "Notice on Cooperating in the Release of Credit Information Center Advertisements" to all branches. According to the "People's Bank of China According to the Notice of the Credit Information Center on Business Cooperation in Placing the Credit Information Center Advertising Film (Yin Information Center [20--]80), our bank must start placing the Credit Information Center advertising film in all business outlets from September 1 Release for more than 1 month.

3. Summary of publicity work:

Through these months of publicity, it is not only publicity to our customers, we believe it is also an in-depth study for our financial staff. , we see that informatization is the development trend of today's world. Personal and social credit systems carry more and more social functions and interests, and contain huge economic and social value. The focus of our banking industry's credit reporting work is to promote We cannot stay in the traditional field of "credit information knowledge". The approach needs to be more vivid. We should also carry out efficient publicity for special industry groups and continuously improve the service level of banking financial institutions.

Summary of financial knowledge publicity activities 2

In order to continuously improve the level of financial services and continue to fulfill the social responsibilities and obligations of public education services, China CITIC Bank Changsha Branch has launched a "financial knowledge promotion campaign" since June. The "Knowledge Miles" campaign has brought financial knowledge popularization and publicity services to the public in terms of safeguarding the legitimate rights and interests of financial consumers.

Starting from June 1, CITIC Bank Changsha Branch will simultaneously carry out promotional activities in Changsha, Zhuzhou, Xiangtan, Hengyang and Yueyang in Hunan Province. Establish special publicity areas in business outlets and community areas with high traffic. By placing roll-up banners and distributing promotional leaflets, we will publicize and popularize the denomination changes of the old and new 100-yuan banknotes and common knowledge about anti-counterfeiting skills; introduce personal credit reports and how to have a good reputation. personal credit records, guiding consumers to pay attention to their own credit records and credit behaviors; publicizing the dangers of telecommunications network fraud, and conducting special focus on business risks such as bank cards, financial services, self-service channels, illegal fund-raising, and financial fraud. publicity; and conducted on-site answers to questions about financial knowledge raised by the public.

This event spread to more than 80 communities, campuses and business districts around our bank’s 40 business outlets. A total of more than 28,000 copies of promotional materials were distributed to surrounding residents and merchants, and various problems were solved and consultations reached on-site. There are more than 1,320 projects, which have received widespread attention and praise from the public.

In the future, our bank will continue to uphold the belief of serving the public, carry out continuous financial promotion activities, and build a brand image bit by bit through stable operations, convenient services, and public welfare activities, and serve the majority of consumers. Provide considerate service.

Summary of Financial Knowledge Publicity Activities 3

China CITIC Bank Ezhou Branch's report on the on-site publicity campaign of "20--Annual Popularization of Financial Knowledge" CITIC Bank Ezhou Branch's report on the launch of "20- - Annual on-site publicity activity report of "Popular Financial Knowledge Journey" In order to carry out in-depth financial knowledge publicity and education activities, continuously improve the level of public financial knowledge, vigorously enhance the integrity of financial consumers, and create a good financial environment, in accordance with the Ezhou Municipal Banking Regulatory Bureau, According to the Banking Association's event arrangement, at 9 a.m. on May 25, China CITIC Bank Ezhou Branch launched the 20-year "Popularization of Financial Knowledge" on-site publicity activity in front of the branch.

In order to ensure the on-site publicity effect of the event, CITIC Bank Ezhou Branch set up a publicity booth and display rack in front of the branch, placed printed publicity leaflets and other materials, and arranged for five staff to receive consultation and publicity on site , and distributed brochures and other materials to the surrounding public to popularize financial knowledge. The activity focused on publicizing knowledge on currency and finance, personal credit reporting, prevention of telecommunications network fraud, foreign exchange, credit cards and financial consumer rights.

During the promotional activities, Vice Mayor Yan and the heads of the Municipal Banking Regulatory Bureau, Municipal Banking Association and relevant departments visited our bank’s promotional booth to provide on-site guidance. On the day of the event, *** of our bank patiently accepted more than 50 customer inquiries and distributed more than 300 promotional leaflets.

Through this activity, consumers have improved their understanding of financial security and understood the risks and benefits of financial products, laying a good foundation for further promoting financial knowledge popularization activities in the future.

In the future, CITIC Bank Ezhou Branch will continue to carry out the "Monetary and Financial Knowledge Promotion Month" in June, the "Personal Credit Information Knowledge Promotion Month" in July, and the "Telecommunications Network Fraud Prevention Promotion Month" in August. The monthly theme publicity activities will guide citizens to better understand the common sense of anti-counterfeit currency techniques and guide consumers to pay attention to their own credit information and credit behavior.

Summary of Financial Knowledge Promotion Activities 4

In order to improve the financial literacy of the public, practice inclusive finance, fulfill social responsibilities, and maintain a good financial ecological environment, since June this year, investment promotion Nanjing Branch of the Bank conscientiously implemented the relevant requirements of the Jiangsu Banking Association and the Head Office, and carried out the 20-year "Popularization of Financial Knowledge" campaign, focusing on "monetary and financial knowledge", "personal credit information knowledge", and "telecommunication network fraud knowledge" On three hot topics that consumers are concerned about, relevant knowledge will be popularized through multiple online and offline channels.

"Organizational training" + "WeChat communication" to improve employee education capabilities

Employees' awareness of financial knowledge is directly related to the publicity effect of this event. In order to ensure the effectiveness of the event promotion, China Merchants Bank Nanjing Branch actively carried out employee exchange training during the event. On the one hand, it organized employees to learn financial knowledge such as currency and finance, personal credit reporting, telecommunications and network fraud through morning and evening meetings to ensure that employees were proficient in answering questions effectively. Customer consultation; on the other hand, an internal WeChat communication platform is established to share relevant financial knowledge and carry out publicity activities based on the theme of each month's activities, and strengthen experience exchanges.

"Outlet position promotion" + "key customer group promotion" to expand offline promotion effect

All business offices of China Merchants Bank Nanjing Branch closely followed the theme of the event and used the scrolling screen on the lintel of the outlets Publicity slogans will be uniformly released and played on a loop; a special publicity area will be set up in a conspicuous position in the business hall, with "RMB anti-counterfeiting knowledge for the 20-year China Merchants Bank's 10-mile campaign to popularize financial knowledge" and "20--Annual China Merchants Bank's 10-mile campaign to popularize financial knowledge". Activity posters and foldouts such as "Personal Credit Information and Financial Knowledge", "20--Annual China Merchants Bank Financial Knowledge Popularization Campaign - Prevent Telecommunications Network Fraud Knowledge", use customers' waiting time to set up financial knowledge forums, and provide them at business outlets Set up a publicity stand and arrange for dedicated personnel to explain and promote the product to customers.

During the "Currency and Financial Knowledge Promotion Month" in June, branch staff focused on educating financial consumers who are weak in identifying counterfeit currency, such as elderly customers, student groups, and community residents, as well as those who use self-service banks to handle business and stores and supermarkets. Financial consumers who use a large amount of cash, such as in stores and stores, should popularize RMB anti-counterfeiting knowledge and common sense about damaged currency exchange. For example, staff from the Operations Management Department of China Merchants Bank Nanjing Branch, Hongyang Branch, Lianyungang Branch Sales Department and other departments and outlets went into communities, schools, and five-star stores to distribute leaflets to financial consumers and carry out "micro-propaganda on monetary and financial knowledge" ” to help customer groups who use a lot of cash and have a large demand for currency exchange improve their ability to identify counterfeit RMB; Nanchang Road Branch, Xincheng Science and Technology Park Branch and other outlets teach anti-counterfeiting skills and bank equipment to customers who handle cash deposits and withdrawals at self-service banks Knowledge such as the prefix number record query function can improve financial consumers’ awareness of monetary and financial knowledge.

In July, "Personal Credit Information Knowledge Promotion Month", the outlet marketing manager regarded "Personal Credit Information Knowledge Promotion" as an important part of door-to-door service for agency companies, and brought an event promotion leaflet, focusing on the promotion of personal credit information knowledge to existing customers. Customers who have a credit card or want to apply for a credit card will be introduced to credit card application, inquiry, consumption use, installment payment, limit adjustment, repayment requirements and the impact on personal credit report; to those who need to buy a home, want to buy a car or apply for a consumer loan Customers are introduced to the importance of personal credit reporting, ways to check personal credit reports, and methods to maintain a good personal credit record. Branch sales managers use weekends to organize employees to go into the community, focusing on popularizing credit financial knowledge among young consumers with strong consumption needs in the community, interpreting hot issues in credit reporting, publicizing the importance of maintaining good personal credit records, and helping consumers establish honesty Be trustworthy and know how to protect personal privacy and prevent credit damage.

During August’s “Telecommunications Internet Fraud Prevention Awareness Month”, branch counter staff will strengthen the verification and inquiry of remittance information for customers with large transfers, especially those who look flustered during transfers and keep answering the phone. Work; branch lobby employees focus on explaining telecom network fraud prevention techniques to customers who are handling account opening, online banking, and mobile banking services; sales supervisors organize branch employees to visit communities, supermarkets, and schools to promote telecom networks to elderly customers and student customers. The latest form of fraud, consumers are reminded to pay attention to safety when transferring and remitting money, keep their passwords, and do verification work.

China Merchants Bank Nanjing Branch made full use of internal and external network platforms to carry out online publicity and education work through multiple channels, and achieved good publicity results in a lively and interesting way.

1. Push "RMB Defacement - Multiple Accidents, One Countermeasure", "You have won at least one of these!", "Did you make it: Personal" through the "China Merchants Bank Nanjing Branch" WeChat platform Credit reports can be checked online!" and other articles to popularize financial knowledge, which are widely invited to read by customers and received 15,607 visits from customers.

2. Actively practice "green education" on electronic displays, and play the "Short Video on Preventing Telecom Network Fraud" on the TV in the business hall; use electronic signature displays at outlets to play for customers who handle transfers and remittances "Enhance personal awareness of prevention and beware of communication network fraud" electronic posters and "precautionary" comics provide safety reminders when customers check transfer information and sign for business confirmation.

China Merchants Bank Nanjing Branch has fulfilled the bank’s social responsibilities through a series of publicity activities to popularize financial knowledge, built a service bridge between the bank and consumers, and strengthened the consumer rights of employees Protection awareness has improved financial consumers’ risk prevention awareness and financial knowledge level.

Summary of Financial Knowledge Promotion Activities 5

In order to further strengthen public education services, publicize and popularize financial knowledge, and give full play to our bank’s role in improving the public’s financial literacy, promoting the construction of financial ecology, and serving people’s lives plays an important role. In accordance with the work arrangements of the Banking Association, combined with its own actual situation, and making full use of various resources, our bank carried out the "20-Year Popularization of Financial Knowledge" campaign in our county, which improved the public awareness and awareness of our county. The ability to prevent financial risks has also improved our bank’s financial service level. The activities are summarized as follows:

1. Specific measures taken by our bank to popularize financial knowledge

1. Strengthen organizational leadership. In order to ensure the orderly advancement and effective results of the "Thousand Miles to Popularize Financial Knowledge" series of activities, our bank attached great importance and made strict arrangements, established a leading group for the "Thousands of Miles to Popularize Financial Knowledge" activity, and formulated the "Thousands of Miles to Popularize Financial Knowledge" campaign in conjunction with the work arrangements of the Banking Association. "20--Year Siyang Rural Commercial Bank's Financial Knowledge Popularization Activity Plan", the chairman will be the general manager, the president will be the team leader, the deputy president in charge will be the deputy team leader, and the relevant management departments of the head office and branch business outlets will be the main Participating units organize and carry out public financial knowledge popularization activities within their jurisdictions with the theme of "Ten Thousand Miles to Popularize Financial Knowledge".

2. Promote the activity plan on a monthly basis. After formulating the activity plan, our bank carried out the "Financial Services Inclusive Public Service Month" activity in April, the "Financial Risk Prevention Knowledge Publicity Service Month" activity in May, and the "Consumer Service Month" activity in June in accordance with the activity requirements. Rights Protection Publicity Service Month" activity and the "Customer Appointment Street Sweeping Publicity Service Month" activity was launched in July. As of the end of the event, our bank’s Wanli campaign to popularize financial knowledge had a total of 91 participating outlets, a total of 4 events, a total of about 535 employees participating in the event, about 50,000 customers who benefited, and about 11,300 promotional materials distributed.

3. Carry out various forms of publicity. In order to expand the publicity and coverage of our bank's financial knowledge and allow more people in our county to popularize financial knowledge, our bank has made full use of its various resources to carry out various forms of publicity activities.

First, LED screens and LCD TVs are used for publicity. During the event, our bank used the LED screens at each outlet to scroll promotional slogans and the LCD TVs in the business hall to play short videos to promote financial knowledge such as financial risk prevention and consumer rights protection; The second is to use banners, foldouts and posters to carry out publicity. During the event, our bank hung banners at rural markets and main road intersections in towns and villages, distributed promotional foldouts and posters to customers within its jurisdiction, and used easy-to-understand promotional slogans and The content popularizes financial knowledge to customers; the third is to use point-based publicity. The head office will assign business backbones from relevant business departments to set up special publicity points in the main streets or communities of our county for publicity, carry out multi-channel publicity and marketing, and enhance the overall public finance of our county. knowledge level.

4. Combine with the "123" project to strengthen customer appointment for street sweeping activities. In order to strengthen the popularization of public financial knowledge in our county, our bank combined with the "123" project organized employees to "enter villages and households", "enter businesses and shops" and "enter parks and enterprises", and required all branches to follow the "popularization of finance" According to the work deployment of the "Knowledge Journey" activity, differentiated publicity strategies are adopted for different target customer groups within the jurisdiction, and various financial knowledge and promotional leaflets of our bank's business products are promptly distributed to customers, and we vigorously promote our company to the public in our county. various financial service products.

2. Achievements in popularizing financial activities

1. Improved the social image of our bank. The launch of this "Publicization of Financial Knowledge" campaign has promoted the further popularization of financial knowledge, improved the financial quality of the public in our county, broadened the marketing channels of our bank's financial products, and established a good image of our bank's brand bank. It has been welcomed and praised by customers in our county and has achieved the expected results.

2. Guided the effective change of customers’ concepts. Through the effective implementation of this activity, the public's financial security and financial knowledge levels have been comprehensively improved, and customers have been actively guided to skillfully use various bank financial services, which has enhanced consumer confidence in our county and created a scientific, financial, and financial-savvy public for the public. Use the good atmosphere of finance. At the same time, we also further understood and grasped the financial needs of the public, which laid a good foundation for our bank to provide better and more effective financial services to customers in our county.

3. Strengthen the financial risk prevention level of customers. This activity effectively improved the public's financial risk prevention level in our county by fully publicizing and revealing the risks of card security, ATM machine use, investment and financial management, illegal fund-raising, and telephone fraud.

3. Next step work plan

1. Establish a long-term mechanism to popularize financial knowledge. In the future work, our bank will further strengthen the popularization of financial knowledge among the public in our county, carry out in-depth research, classify customers according to customer types, widely understand the needs of different financial consumers for different financial knowledge, and then formulate the next step of popularizing financial knowledge. The focus of the work is to gradually promote the regularization and standardization of the work of popularizing financial knowledge among the public and establish a long-term mechanism for popularizing financial knowledge.

2. Strengthen our bank’s business innovation. Through this close contact with customers, we have further learned about customers' new demands for financial services. In response to customer needs, our bank will timely adjust the credit structure, innovate service models, and use inclusive loans to meet the new agricultural economy. Under the development of agriculture, rural areas, and farmers' effective loan needs, we will increase credit support for new agricultural entities such as large-scale planting and breeding households, family farms, professional cooperatives, and leading agricultural industrialization enterprises, and increase credit support for our county's good operating conditions and market conditions. Financial support for small and micro enterprises with excellent prospects will enhance our bank’s core competitiveness in the financial market.

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