Three bank marketing activity plans

#planning# Introduction On some special days, banks will carry out marketing activities. Before carrying out the activities, the relevant person in charge of the bank will make an activity planning plan. The following is a bank marketing activity plan compiled by kao.com, for reference only!

Part 1

1. Objectives of the event

In order to thank our customers for their long-term concern and support for our branch and further enhance our market influence, this branch The branch holds the following marketing activities with gratitude, strives to repay customers' trust, strives to enhance customer value, seek development with customers, and share the fruits of creation.

2. Activity content

(1) Carry out the theme activity of "deposit to win big prizes, good luck comes to your door"

1. Activity target: all deposit customers of the branch.

2. Activity time: July 1, 201X to October 31, 201X.

3. Activity rules: During the activity, any customer who goes to a branch to make a deposit of XXXX yuan or more will be eligible for a lucky draw. At the end of the event, 20 lucky customers will be selected to win XX products worth XXXX yuan.

(2) Carry out the themed activity of "Win Loans, Good Luck Comes Every Day"

1. Target audience: all loan customers of the branch.

2. Activity time: July 1, 201X to October 31, 201X.

3. Activity rules: During the activity, all customers who go to the branch to apply for loan business will be eligible for a lottery. At the end of the event, 20 lucky customers will be selected to win XX products worth XXXX yuan.

(3) Carry out the theme activity of “Use electronic banking to get surprise gifts”

1. Activity target: all corporate online banking, personal online banking and mobile banking customers of the branch.

2. Activity time: July 1, 201X to October 31, 201X.

3. Activity rules: During the activity, firstly, branch corporate online banking customers who use corporate online banking to complete more than 5 accounting transactions (inclusive), and the cumulative amount reaches 1 million yuan can participate in the lottery. At the end of the event, 10 lucky customers will be selected and each will receive XX products worth XXXX yuan. Second, personal online banking customers and mobile banking customers of branches who complete more than 5 (inclusive) personal online banking and mobile banking accounting transactions respectively, and the amount of each transaction exceeds 200 yuan, can participate in the lottery, and each will receive the following prizes: First Class 20 people (10 each for personal online banking and mobile banking users) will win XX commodities worth XXXX yuan. The 500 second prize winners (250 personal online banking and mobile banking users each) will each receive a 100 yuan phone recharge card.

3. Event Arrangement

After the event, a lottery will be held in mid-November. The lottery will be conducted under the notarization of the notary department and will be randomly drawn by computer. The winning information will be announced in the business halls of each branch branch and will be sent to designated locations*.

IV. Activity Statement

Within one month from the announcement of the winners list, any future designated location* by the customer will be deemed to have automatically given up.

5. Promotion of the event

(1) Promotional posters for this marketing event will be posted at each business outlet of the branch, and event information will be broadcast through LED screens.

(2) The branch will publicize this marketing activity through television, newspapers and other media.

(3) All departments and business outlets of this branch will answer customers’ inquiries about this marketing activity.

Chapter 2

1. General theme of the event

"Bank of China Card May Day Gift, 'Golden' Happiness Comes to You!"

2. Card types participating in the event

Great Wall series credit cards, Bank of China series credit cards

3. Event time

April 30-May 3

IV. Activity Content

(1) A gift---"Shopping Mall and Supermarket Shopping Lucky Draw"

During the activity period, accumulated consumption with the card in designated shopping malls and supermarkets If you reach a certain amount, you can participate in big draws in shopping malls and supermarkets.

Wanya Mall Standard: If you spend 500 yuan or more in a single transaction on the same day, you can participate in the mall lottery. Five lucky customers will be selected during the activity and each will be awarded a 500 yuan mall shopping voucher.

Times Supermarket Standard: Anyone with a single purchase of 99 yuan or more can participate in the lottery. Each supermarket will draw 50 lucky customers and each will be awarded a supermarket coupon worth 100 yuan.

(2) Double gift---Swipe your card to win "gold" activity

During the event, if you spend a total of 3,000 yuan, you can participate in the lottery to win "gold" activity (real estate category) , automobile, wholesale, medical education, charity, and government service transactions are not included in this event). The lottery will be conducted according to the place where the card is issued. The Wujiang awards are set as follows:

1 special prize Reward a 10g gold bar

1. Purpose of the activity

To create a good environment for card swiping, improve cardholders’ awareness of card use, cultivate citizens’ card usage habits, and allow more citizens to enjoy The convenience brought by bank cards, a new settlement tool, facilitates people’s lives.

2. Activity time

December 1, 201X---December 30, 201X

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, CITIC Bank of China Yizheng Branch, Bank of Jiangsu Yizheng Branch, Yizheng Postal Savings Bank, Yangzhou Yintong Company (co-organizer), and China UnionPay Jiangsu Branch provide technical support.

IV. Publicity Theme

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

V. Activity Rules

From December 1, 201X to December 30, 201X, all UnionPay standard cards with card numbers starting with "6" will be held within the jurisdiction of Yizheng City Cardholders who spend more than 68 yuan (single transaction) with their cards at designated merchants have the opportunity to win. The awards are as follows:

1 special prize, a trip to 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 awarded a prize of 10 yuan Prizes with equivalent value of ￥ No. 106 of the People's Bank of China), consultation hotline, the redemption date is from the day after winning to December 201X - January 30, 201X, the working days during the redemption period are Monday morning 8:30-11:30, Those who fail to claim the prize after the expiration date will be deemed to have given up claiming the prize.

Part 3

1. Activity theme: "Golden Autumn Marketing"

This activity takes "Golden Autumn Marketing" as the theme and aims to promote high-end and high-end customers and Public customers express the bank's sincere desire to share with them the fruits of hard work and create a better future, and spread the bank's customer-centered business philosophy of personal banking and its commitment to achieving a "win-win" business philosophy for both banks and customers. On this basis, each bank can refine the main "selling points" of the event as a subtitle based on the characteristics of the bank's activities.

2. Activity time: ××××year×month×day×month×day.

3. Purpose of the event:

Taking the Mid-Autumn Festival and National Day as the tipping points, focusing on individual high-end and high-end customers and cardholders as the key target groups, in order to consolidate and develop customers and promote savings The main goal is to use cards and increase intermediary business income such as Speedway fees, focusing on expanding shopping, tourism, catering, entertainment markets and related markets, while expanding product coverage, promoting customers to use it more frequently and in multiple varieties, and driving personal banking business Comprehensive development, at the same time, through the launch of the "Golden Autumn Marketing" publicity campaign, we will establish the social image of our bank's brand, enhance customers' awareness and feelings of our bank's three-level personal financial services (services, community services, and self-service), and improve the distribution of electronic channels. efficiency and effectively improve business performance.

IV. Activity content

The activity mainly includes the following contents:

(1) "Golden Autumn Marketing Products Happy Delivery" preferential promotional gift activity.

In order to encourage cardholders to swipe their cards for consumption and paperless payment, promote the rapid growth of various business volumes of bank cards and self-service equipment, while maintaining and improving the competitive advantages of Suhuitong business, and promoting the sustained and rapid development of remittance business , specially carry out the following preferential promotional gift activities:

."Golden Autumn Marketing Self-Service Gifts"

() During the activity, hold our bank's savings card at self-service equipment throughout the province Customers who paid the fee last time can go to the local business outlet with their payment voucher and deposit and withdrawal voucher to exchange for a gift worth RMB 10,000. First come first served while supplies last. The voucher must be the payment voucher for the same debit card. After the gift is redeemed, our bank will take back the payment voucher.

() Customers who sign a payment agreement during the event will receive a gift worth RMB. It will be given as soon as you sign the contract, one per household, first come first served, while supplies last.

Activity gifts are purchased by each bank.

."Golden Autumn Marketing Card Celebration Double Festival"

() Apply for a card during the event to waive the annual fee for that year.

() If your card consumption reaches a certain standard, you can use the consumption transaction receipt and bank card to collect gifts of corresponding standards at the designated location of the local Construction Bank, while supplies last.

Swipe your card to spend up to RMB (inclusive) and above, and you will receive a gift worth RMB;

Swipe your card to spend RMB (inclusive) and above, and you will get a gift worth RMB;

Swipe your card If you spend RMB (inclusive) or more, you will be given a gift worth RMB;

If you spend more than RMB (inclusive) by credit card, you will be given a gift worth RMB;

Gifts should fully cater to customers’ recreational shopping during the holidays. Based on the mentality, the suggestions for spending less than RMB 10,000 by swiping a card are zoo tickets, park tickets, package tickets for fast food institutions with elegant dining environments such as McDonald's near shopping malls, etc. The details are determined by each bank.

All banks should actively select large shopping malls, high-end hotels, high-end restaurants and other special merchants with large consumption transactions based on local actual conditions, and use on-site gifts to customers whose consumption reaches the standard on the day to enhance activities. sensational effect.

Since the event lasts for more than a month, each bank should reasonably arrange the rhythm of gift delivery, determine the number of gifts of each grade every day, and the gifts will be delivered while supplies last on that day; at the same time, all banks should actively do a good job in giving gifts to card customers in other places.

. "Golden Autumn Marketing Speedway Discounts"

During the event, Speedway remittance fees will be discounted.

2. “Golden Autumn Marketing Products Happy Delivery” outlet product display and high-quality service activities.

Carry out the "Golden Autumn Marketing Products Happy Delivery" display activity of high-quality services and personal banking products at each business outlet. The main contents of the activities include:

. Business outlets will hang promotional banners uniformly, post and display marketing activity posters issued by provincial branches and activity promotion leaflets (recently issued), with novel and rich visual appeal force to attract customers’ attention.

. Branch tellers uniformly wear work badges to increase employee affinity and highlight the warm and friendly service image of our bank’s employees.

During the event, outlets must set up special publicity information desks and be equipped with deposit guides, strengthen dynamic promotion, guide customers to use the self-service channels provided by our bank to handle ordinary deposits, withdrawals and payment services, and actively do a good job Relevant award redemption work.

. Actively carry out high-quality service work at outlets, improve the quality of counter services for Speedway and other businesses, strengthen communication between counter staff and customers, and effectively enhance the service image of outlets.

. Effectively provide green channel services to customers, provide customers with priority preferential services in strict accordance with relevant requirements, and create a good holiday service environment for customers.

(3) "Golden Autumn Marketing Products Happy Delivery" community activity.

. Expand the penetration of community marketing, close community relations, and steadily advance community marketing work as planned.

Seize the favorable opportunity of the Mid-Autumn Festival and National Day to carry out the "Happy Delivery of Golden Autumn Marketing Products" community marketing campaign, and steadily advance the second phase of community marketing work. Through the close integration of high-quality services at community financial service outlets, outdoor displays, community finance classes, and community publicity by the marketing team, we will comprehensively establish our bank's community service image, strengthen various connections between community financial service outlets and target communities, and close The relationship between outlets and community customers has steadily promoted community marketing work.

. Combined with the promotion content of the event, determine the target customers of the community, actively expand the relevant business volume, and effectively improve the performance of community marketing operations.

() Actively expand Speedway business

Month and month are the peak periods for student enrollment or new student registration. Each bank can carry out marketing activities to enjoy remittance discounts with student ID or admission notice. Attract student customer groups and expand the education community market business; actively carry out community marketing activities for people with a high frequency of remittances in the city, such as business people in commercial communities, migrant workers, etc., to improve the effectiveness of marketing activities; target potential large remittance households As well as national and cross-regional enterprises that need to send wages to other places, various banks can conduct one-to-one marketing through public-private linkage and strive to lead batch remittance services such as wage payment in other places.

() Effectively promote personal savings deposit business

The target communities for monthly and monthly personal deposits should be determined as business communities such as campus communities and wholesale markets, and effectively seize student tuition payment and business communities. Due to the seasonal characteristics of frequent exchanges, savings deposits are vigorously absorbed. Seize the business opportunity when the stock market is closed during the National Day, focus on marketing "personal notice deposits", seize the opportunity for new students to enroll, focus on marketing "education savings deposits", pay attention to highlight in the marketing promotions that our bank's notice deposit assistant financial, education savings can only The innovative advantage of depositing in two installments. During the National Day, all banks must make arrangements. During the event, each bank must have dedicated personnel on duty to properly handle customer complaints or meet customers' special needs.

() Effectively develop personal car loan business and various personal consumer credit businesses

During the event, all banks should strengthen their efforts in business communities such as car dealership markets, home appliance wholesale markets, and housing decoration markets. Promote and market automobile consumer credit and various personal consumer credit businesses of our bank. Strengthen marketing efforts for high-end and high-end customers and promote car purchase service cooperation with group customers; at the same time, strengthen communication and cooperation with PICC Property and Casualty Insurance Company and automobile dealers, increase efforts to expand group customer resources, and promote the steady growth of personal auto loan business.

During the event, all banks should speed up the efficiency of business acceptance and approval speed, and strive to provide customers with convenient and efficient services on the basis of standardized operations.

(3) "Golden Autumn Marketing Products Happy Delivery" activity.

Taking this event as the starting point, we will establish a customer return visit system, understand customer holiday needs, and make full use of the service functions of cooperative units to provide customers with a full range of VIP value-added services; at the same time, we will seize the "ten· During the "First" period, there is a favorable opportunity to consider personal or family financial planning issues, promote personal financial management services to high-end customers, and further enhance the attractiveness of LeDangJia financial services. The main content is

. During the event, each bank will send a holiday greeting card uniformly produced by the provincial branch to customers by letter or manual delivery, and prepare a certain amount of gifts at the same time.

Gift bags are uniformly produced and distributed by provincial branches, and gifts are prepared by each bank.

. Cooperate with high-end cooperative institutions in local catering, entertainment and other industries to provide discounts to customers holding our bank cards during the event; cooperate with airports, stations and other transportation departments to provide VIP services to our customers.

During the National Day, customers will go out more often. All banks should ensure that financial management centers, financial management counters and customer windows are open normally; at the same time, they should organize business outlets, personal loan centers and other operating institutions to effectively implement customer green channel services and Various priority preferential services are provided to create a good holiday service environment for customers; in addition, close collaboration is required to strictly implement the "roaming service" standards to ensure that customers of the head office can receive specialized services nationwide and fulfill the LeDangJia brand.

IV. Activity goals

Through this series of activities, the bank’s personal banking business strives to achieve the following goals in the month:

. The number of new customers exceeds the same period in history level, the customer structure has been improved, and the quality has been further improved;

. The social popularity and usage rate of the card have been further improved, and the transaction volume of card consumption in that month has increased significantly compared with the same period last year and September this year. , the proportion of peers has increased based on September;

. Speedway’s competitive advantages have been consolidated and improved, promoting sustained and rapid business development, and the increase in fee income has reached a historical level for the same period;

. The transaction volume of self-service equipment deposits and withdrawals and other agency services increased month-on-month.

.Successfully completed various business indicators.