Selected banking activities

Banks are legally established financial institutions engaged in money and credit business. Banks are the product of the development of commodity currency economy to a certain stage. The following is my carefully collected bank activity plan. Let me share it with you and enjoy it.

Bank activity plan 1

I. Activity objectives

In order to thank customers for their long-term concern and support and further enhance our market influence, we held the following marketing activities with gratitude, striving to repay customers' trust, enhance customers' value, seek common development with customers and share the achievements created.

Second, the content of the activity

(a) to carry out the theme activities of "there is a big prize in deposit, good luck and happiness".

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

2. Activity time: May 1, 20 _—May 7, 20 _.

3. Activity rules: During the activity, all customers who come to our bank to handle RMB _ _ _ _ deposit business will get lucky draw opportunities. At the end of the activity, 20 lucky customers were selected to get goods worth _ _ _ _ yuan respectively.

(two) to carry out the theme of "if the loan wins the prize, good luck will come day by day".

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

2. Activity time: May 1, 20 _—May 7, 20 _.

3. Activity rules: During the activity, all customers who handle loan business in this branch are eligible for a lucky draw. At the end of the activity, 20 lucky customers were selected to get goods worth _ _ _ _ yuan respectively.

(three) to carry out the theme of "using electronic banking to get surprises and gifts"

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

2. Activity time: May 1, 20 _—May 7, 20 _.

3. Activity rules: During the activity, firstly, the corporate online banking customers of the sub-branches use corporate online banking to complete more than 5 accounting transactions, and the accumulated amount reaches 6,543.8+0,000 yuan before they can participate in the lucky draw. At the end of the activity, 10 lucky customers were selected and given _ _ _ _ _ _ worth of goods respectively. 2. Personal online banking customers and mobile banking customers of this branch have completed more than 5 transactions (inclusive) in personal online banking and mobile banking accounts respectively, and each transaction exceeds that of 200 yuan, so they can participate in the lucky draw, and each person can get the following prizes: 20 first prize (10 personal online banking and mobile banking users), and each person can get goods worth _ _ _ _ _. 500 second prize winners (250 individual online banking users and 250 mobile banking users) were given prepaid cards 100 yuan respectively.

Three. Activity arrangement

After the event, a lucky draw will be held in mid-May. The lottery will be notarized by the notary department and randomly selected by the computer. The winning information will be announced in the business halls of the branch, and the prizes will be collected at the designated place.

Four. Activity description

Within one month after the award list is announced, customers will be deemed to have given up automatically if they go to the designated place to receive the award in the future.

Verb (abbreviation of verb) activity promotion

(1) Posters of this marketing activity are posted in all business outlets of the branch, and the activity information is displayed in a scrolling way through the led screen.

(2) The branch publicizes this marketing activity through TV, newspapers and other media.

(3) All branches and outlets of the branch answer customers' inquiries about this marketing activity.

Bank activity plan 2

I. Purpose of the event

For the purpose of attracting customers, interact with community customers, create and feel the community culture of the project, drive new and old customers, improve the popularity of our community bank, attract the attention of customer groups, and expand the influence and popularity of community banks.

Second, the main points of activities

1. Activity content

1) somatosensory games attract attention.

In order to attract new and old customers to understand our community bank and enter our community bank, this competition was specially held and achieved remarkable results. Arrange a fixed period of time every week to have an interactive project of somatosensory games in front of our community bank (or within our ability). The content of this game is novel and exquisite, and it also has the effect of national fitness, which will definitely attract customers passing by, and these customers who stop must have the customer groups that our bank is looking for. In addition, customers who participate in somatosensory interactive games need to sign their names in the activity participation details register and leave their phone numbers as the source of customer information of our bank.

2) When customers attract people to a certain scale, you can continue to answer questions with prizes.

Visiting customers can not only experience the fun of somatosensory games, but also participate in the award-winning feedback of answering questions, and the publicity will certainly achieve the expected results.

Exchange topic suggestions

Suggestions for answering questions are as follows:

1. When was the bank established?

2. What is the bank's business philosophy?

3. What are the product specifications of the bank's wealth management products? Questions can be selected according to customer needs.

3. Publicity methods

(1) put newspaper box campaign advertisements in communities around community banks;

(2) Posting advertisements for marketing activities on elevators and bulletin boards in communities around community banks;

(3) Promote activity information through WeChat;

4. activity feedback and tracking sales action > plan

According to the activity, on-site personnel >: summarize and analyze the answers to customers' questions and provide targeted services to customers. For customers who participate in the game interaction, after the game is over, they will conduct targeted in-depth excavation.

Third, the target customer organization.

1. Target customers

Target customers include: visiting customers in the communities around the community bank who came here through publicity, and new customers brought in that day;

2. Customer organization

The new and old customers who came to visit our bank that day were guided by the receptionist after a brief understanding, and the consulting customers were taken to the consulting area, and the customers who participated in the game were taken to the game area for registration. After the game starts, the fixed staff will inform the game mode and matters needing attention, and then start an interactive game to answer questions. Customers who correctly answer our questions will be given exclusive souvenirs from Bohai Bank.

Four. Arrangement of time and place

1. time

You can use the holidays or statutory rest days after the opening of community banks.

Step 2: Location

In front of our community bank (or within our ability).

Verb (abbreviation of verb) cost budget

_ _ somatosensory game 1 3000 yuan;

Souvenir 100 0-500 yuan (you can use our existing water cups or other);

1 flat screen TV 3000 yuan (community banks should have this equipment).

Six, the expected effect analysis

1. The expected business volume brought by this activity is not guaranteed, and the popularity will definitely increase sharply;

2. Through the expected impact of this activity, customers will be deeply impressed by the expected impact, and at the same time, with the help of the sales of wealth management and savings products, the deposits and business volume of outlets will be greatly improved.

Seven. Personnel arrangement and responsibilities

1. event planning: 2 people.

Responsibilities: Arrange on-site partition to receive customers and equipment debugging and other process distribution.

2. Activity coordinator: 3 people

Responsibilities: receive visiting customers and do a good job in publicity and explanation.

3. Person in charge of the event site: 1.

Responsibilities: Responsible for all the details of the day's activities.

Eight, the bank's New Year's Day marketing activities.

Prepare some small gifts needed for festivals, such as Spring Festival couplets, blessings, desk calendars, lanterns, Chinese knots and mascots for the Year of the Sheep, to encourage people to save money. Our leaflets can also be distributed to customers in red envelopes to add a festive atmosphere.

Or hold a cultural performance in the surrounding communities, or hold a knowledge contest or prepare some small games, distribute gifts, take the opportunity to increase the scale of our influence, explain our policy of benefiting the people and financial knowledge in the activities, let the people interact with us, truly establish our working concept of serving the masses, and bring them festive blessings and happiness in participating in the activities.

Besides, we can actually understand our leaflets more intuitively. Literal things are still not conducive to people's quick understanding of the content, and most older people are a little dizzy. We can show our interest rate in the form of pictures, draw a person and introduce the maturity income of 10 thousand yuan deposit in different periods here. You can also write down the interest comparison gap with other banks. In fact, every bank has risen to varying degrees. We don't need to write down the benchmark interest rate. We are competing with other banks to let customers know how much more deposits our bank has than other banks. And write "Our bank provides one-on-one warm and thoughtful service. When you decide to give us a chance to serve you, please take this leaflet to our bank and contact our account manager. He will tailor your financial plan according to your expectations and give you preferential treatment.

Bank activity plan 3

165438+ 10 _ _ "Thanksgiving Day" is coming again. The imported products of this festival are also favored by Chinese people because they conform to the traditional virtues that the Chinese nation has been promoting. Gratitude is always there, and happiness is always there. Recently, the reporter learned from Industrial Bank that the bank launched a holiday package-"Thanksgiving Day" series of activities.

Gift package 1: food discount to send food.

The charm of a gluttonous meal is irresistible, and festivals and food are always inseparable. This year's "Thanksgiving Day", Industrial Bank launched the activity of "About Hui Jiali, Two People Enjoy Free 1". Industrial Bank credit card holders can enjoy Cantonese steamer steamed products and exquisite refreshments in the designated cafeteria of Xiamen Jiali Seafood Restaurant ... so that "taste buds" can bloom on Thanksgiving Day.

It is reported that from now until June 20th, 1 65438+1October, you can spend money in the cafeteria of Xiamen Jiali Seafood Restaurant every Tuesday night with the Industrial Bank credit card, and you can enjoy the discount of "two people walking together,1person free of charge" every Saturday with the Industrial Bank credit card, and the preferential places are limited, on a first-come-first-served basis.

Gift package 2: WeChat recharge to send phone bills

Studying and working outside, on the occasion of Thanksgiving, Industrial Bank reminds you: Don't forget to call home and chat with your family.

Industrial Bank launched WeChat payment preferential activities for cardholders to recharge their mobile phone bills: from now until June 20, 2006,165438+1October, the credit card of Industrial Bank will be bound to mobile phone WeChat, and the funds in the bank account will be recharged to any required mobile phone bill account through WeChat payment. If you successfully recharge 50 yuan for the first time, you will get a 10 yuan phone bill. Daily cardholders can also log in to official website, the Credit Card Center of Industrial Bank, and click "Charge" to complete the operation.

Gift package 3: Love certificate of deposit to send care

In the business hall of Industrial Bank, the reporter met Xiao Zhang, a citizen who came to apply for a "heart-to-heart" deposit certificate. He told reporters: "He has been paying attention to this heart-to-heart deposit certificate of Industrial Bank for a long time. The design of certificates of deposit is as warm and loving as greeting cards. And like ordinary certificates of deposit, the one-year deposit interest also rises by 10%, which is economical and practical. My daughter-in-law is going to give birth soon. She just got a quarterly bonus and is going to give her a little surprise. This money will be kept as a child's growth fund in the future. "

The reporter learned from the Finance Department of Industrial Bank that this "heart-to-heart" certificate of deposit has been deposited in 50 yuan with a minimum deposit period of three months, which is very convenient. According to the age of the recipient, it can be roughly divided into three types: old, middle-aged and young. Many citizens come to buy and give gifts to relatives and friends. The certificate of deposit has an amount and a time limit, but the numbers on the certificate of deposit silently express the priceless and eternal affection for the family.

Gift package 4: "Annie Ann" upgrades to send benefits

The reporter learned that, following the square dance competition, Industrial Bank's first domestic pension financial scheme "Annie Ann Life" was upgraded for the second time. After the upgrade, the service will provide exclusive wealth management products, floating deposit interest rates and other financial services, and issue an exclusive wealth management card-Songhe Card for elderly customers as a carrier for "Annie Ann Life" customers to enjoy related products and services.

Recently, the annualized reference net return rate of Tian Tian Wanlibao, a well-known "stable" wealth management product of Industrial Bank, has reached more than 5.5%. Moreover, the wealth management product "Annie Ann Pension Wealth No.65438 +0" has attracted many middle-aged and elderly customers to buy consultation with its characteristics of "low risk and high income".

Banking activity programme 4

1. Concept: Marketing planning scheme is the overall planning document of various promotional activities carried out by commercial banks to achieve the expected sales targets before marketing financial products or services.

2. Role: Marketing planning is a plan for the development of a customer and the marketing of a product. Its task is to provide an action guide for changing the hazy "future tense" into an orderly "present continuous tense", and the resulting marketing plan is the blueprint for commercial banks to carry out marketing activities.

3. Features: The marketing planning scheme must have the characteristics of clear purpose, obvious comprehensiveness, strong pertinence, outstanding operability and exact clarity, that is, it embodies the requirements of "focusing on the theme, clear purpose, meticulous, thoughtful and specific, one thing, one policy, simple and clear".

structural model

1. Category: Marketing planning schemes of commercial banks can be divided into large-scale excellent customer marketing planning schemes, major project marketing planning schemes, market research planning schemes, product promotion planning schemes, etc.

2. Structure:

The basic structure of marketing planning scheme is:

The first part: the cover of marketing plan.

In this section, the planner should briefly summarize the following contents:

1) Full name of marketing planning.

The basic format is: _ _ The marketing plan of the bank is _ _ _

2) Marketing planning departments and planners.

Marketing Planning: Customer Department of Bank Branch

Chief Planner: _ _ _ _ _, _ _, _ _ _

3) Time of marketing planning.

_ _ _ _ _ _ _ _ _ _ _ _

Part II: Marketing planning theme and project introduction.

According to different marketing planning objects (that is, marketing planning projects), draw up your own theme. The theme of marketing planning is the cornerstone and core of the whole marketing planning, and it is the basic principle of marketing planning. On the basis of expounding the theme of marketing planning, this paper briefly introduces the planned projects, including their background, general situation, progress and development trend.

Part III: Analysis of marketing planning.

Marketing planning analysis can be classified item by item or comprehensive analysis, depending on the specific circumstances of planning.

1) project market analysis.

Macro-environmental conditions. It mainly includes macroeconomic situation, macroeconomic policy, fiscal and monetary policy, capital market trend, capital market situation and so on.

Market conditions of the project. It mainly includes the market sales and demand of existing products or services, the potential demand of customers for new products or services of commercial banks, market share, market capacity, market expansion space, etc.

Inter-bank market conditions. It mainly includes the institutions of the same trade, the target market of the same trade, the competitive means of the same trade, the marketing methods of the same trade, the possibility and degree of the same trade entering the market, and so on.

Different marketing plans need different market analysis data, which should be collected according to the needs of marketing planning and briefly explained in marketing planning.

2) Analysis of basic problems.

The problems faced by marketing planning and the problems to be solved, what are the reasons for these problems? What is the main reason? How to determine the basic ideas to solve these problems, and what is the starting point? By what means and in what way? Wait a minute.

3) Analysis of main advantages and disadvantages.

Main advantage analysis: around the theme of marketing planning, carry out some marketing activities (such as market research, new product development, marketing promotion, advertising and so on. ), and analyze what advantages we have, mainly our own advantages (that is, our own strengths), and also consider some external favorable factors. Marketing planning is to make good use of favorable factors and give full play to its own advantages. Analysis of advantages should be calm and objective, neither "over" nor "under", seeking truth from facts.

Major disadvantage analysis: major disadvantage analysis is to analyze some external unfavorable factors related to the marketing activities to be carried out, as well as their own weaknesses and deficiencies. Marketing planning is to avoid and resolve these unfavorable factors, how to make up for their shortcomings and stagger their weaknesses.

Main condition analysis: The main condition analysis is to analyze the conditions needed for the marketing activities to be carried out, including the conditions that have been met and the conditions that need to be created, list them one by one, and analyze them one by one to get the utilization and combination of resources.

Part IV: Marketing planning objectives.

The marketing planning of different projects has different marketing planning objectives, which are mostly composed of some specific indicators. Making marketing planning goals must be realistic and can be achieved through hard work.

The fifth part: marketing implementation plan (that is, safeguard measures)

Making a marketing execution plan is the highlight of marketing planning, the elaborate design, arrangement and implementation of all aspects of marketing activities, and the script for organizing and carrying out marketing activities.

When making the marketing implementation plan, the following questions should be considered:

(1) Straighten out various relationships involved in this marketing activity.

(2) Grasp the key and difficult points of this marketing activity.

(3) Determine the strategies that should be adopted in this marketing activity.

(4) Find out the available human, financial and material resources and conditions for this marketing activity, and determine the planning budget.

(5) The composition of the marketing team, the tasks, responsibilities and roles that the participating departments and personnel should complete in this marketing activity.

(6) Implement the monitoring, feedback mechanism and delivery system of this marketing activity.

(7) Time schedule for completing this marketing planning task (phased task).

(8) Sudden problems that may occur in this marketing activity and emergency measures.

(9) Assessment and reward methods of this marketing activity.

Writing points:

When writing a marketing plan, we should pay attention to the following points:

1. Highlight the selling point.

Persuasion is the essential feature of planning scheme. Every planning scheme must have a unique selling point, so that readers can understand it at a glance and be moved at a glance before convincing leaders to adopt it.

We should emphasize innovation.

Don't write a plan book as a plan, because planning doesn't need creativity, only deals with details, and planning must be creative.

3. Get to the point.

Planning scheme must not be comprehensive, whether it is project introduction, planning analysis or marketing implementation scheme, we must focus on it.

Banking activities programme 5

In order to further strengthen the service work of the Bank, continuously improve the service efficiency, improve the service level, shape the service image of _ _ _ Bank, build the service brand of _ _ _ Bank, and carry out various businesses of the Bank with high-quality and efficient services. According to the guiding spirit of the branch's service work this year and the arrangement of the branch, the branch decided to launch a civilized and high-quality service competition. The implementation plan of the activity is as follows:

I. Competition objectives

Through this activity, we will promote quality service, take advocating industry civilization and standardizing service as the core, standardize quality service standards as the guide, and focus on establishing and improving scientific service management mechanism, enhance the service awareness of all staff, continuously improve service level, create a distinctive service culture, establish and publicize advanced service models, build a first-class service team, cultivate a first-class service culture, build a first-class service brand, display a first-class industry image, enhance the service brand of Jilin Bank, and create a "civilized and high-quality service".

Second, organize and lead.

In order to ensure the orderly progress of quality service, the sub-branch established a leading group for civilized quality service competition, whose members include:

Team leader: _ _

Deputy Team Leader: _ _ _ _ _ _

Member: _ _

Office of the leading group

Director: _ _

Deputy Director: _ _ _ _ _ _

Member: _ _

The specific work is organized and implemented by the office, and all departments give cooperation.

Three. Activity arrangement

Activities are divided into three stages: mobilization, implementation, summary and evaluation.

(1) Mobilization stage (March 16-March 25th).

1, organize learning mobilization activities. First, hold a meeting of middle-level cadres to study and implement the spirit of the "20-year civilized and high-quality service competition meeting" and convey it to every employee to form implementation materials. The second is to set up a leading group for civilized and high-quality service competition activities of sub-branches. Establish the "number one" responsibility system and clarify the responsibilities. Third, combined with the actual work, the implementation plan of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ The fourth is to hold a staff mobilization meeting, release this year's service work activity plan, clarify the purpose of the activity and arrange the work plan.

(II) Implementation stage (March 26th-65438+February 30th, 3 1)

According to the competition plan of the branch, the branch will carry out this civilized and high-quality service competition from the following four aspects.

1, formulate measures to improve service.

Organize the investigation of service problems. All outlets should organize employees to check and sort out the problems existing in the service of their own units and formulate rectification measures. All outlets should organize employees to write an article entitled "How to Participate in Quality and Civilized Service Competition", be self-disciplined and actively participate in competition activities. Actively report the good deeds emerging in the activities, sum up experience, strengthen exchanges, promote work, and improve the overall level of quality services.

2. Organize learning, skills training and competitions.

(1) Organize concept training and etiquette training regularly according to _ _ _ service standardization standards and detailed rules and _ _ standardized management manual of business outlets, and standardize the service mode of counter personnel in terms of service language, service attitude, professional image, service discipline, service skills, service places and service facilities. , so as to promote the services and service facilities of various business networks.

(2) Training in standardization construction of outlets, customer reception level and business handling quality. , focusing on cultivating the service ability of lobby managers and teller operation skills, selecting excellent outlets, and participating in on-site service demonstration competitions held by branches.

(3) In order to comprehensively improve the comprehensive theoretical ability and business skills of counter personnel, the sub-branch will organize business training, special skills training and business expert training, and will also hold a special lecture, knowledge quiz and skill competition every quarter. Excellent employees will represent the sub-branch in the business competition held by the sub-branch.

3. Carry out service supervision and inspection activities. Announce the supervision telephone number to the outside world, set up a suggestion box, and properly handle customer complaints in a timely manner. In response to complaints, the sub-branch will hold an experience exchange meeting on handling unexpected complaints, and give on-site lectures to those who handle unexpected incidents such as complaint rate properly and have high customer satisfaction rate, so as to improve the ability of employees of the whole bank to handle complaints and respond to unexpected incidents.

4. Hold regular service experience exchange meetings between branch directors and lobby managers. Exchange service management experience; Summarize good ideas and practices in service; Find out the problems and shortcomings of the service and study the methods to solve the problems. Sub-branches will hire professionals to explain and improve service standards.

(3) Summary appraisal stage (end of June, 20__, 65438+end of February). This contest is divided into two evaluations, namely semi-annual evaluation and annual general evaluation. The evaluation results in the first half of the year are included in the annual total score, and the annual total score is rewarded. According to the Standards and Rules for Service Standardization and the Management Manual for Standardization of Industrial Outlets, each branch will conduct a comprehensive inspection, appraisal and quantitative scoring on the service of outlets during the activity period, resulting in advanced collectives and individuals.

Four. Reward and punishment measures

1, award setting.

Half-year award setting: 2 awards for per capita business volume of outlets; Civilized and high-quality service collective award 2 (outlets).

Annual Awards: 2 advanced collectives (outlets) with civilized and high-quality service, 2 service pacesetters and 3 professional operators.

The grievance award is 3 people.

2. Reward method.

All award-winning units, collectives and individuals shall be rewarded by the branch and reported to the branch, and the branch shall give material rewards and study abroad rewards.

The appeal award is recommended and reported by each branch, and the specific reward method is determined by the leadership of the branch.

Step 3 punish.

If the Head Office makes an effective complaint once, the director of the outlet will be dismissed (the party who makes an effective complaint will be laid off and re-recruited), and the service evaluation score will be ranked as the last three outlets of the branch, and the branch will hold the director accountable or impose financial penalties.

Selected articles on banking activities;

1.2020 Bank's New Year's Day activity planning scheme

2. 5 latest highlights of the annual work summary of bank marketing in 2020.

3. Five planning schemes for May Day activities in 2020.

4.6. 1 800 word bank activity planning scheme

5. Selected bank responsibilities

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7.2020 The Bank planned 5 activities for the May 4th Youth Day.

8. Planning scheme of the Bank's New Year's Day activities in 2020

9.2020 Bank New Year's Day Plan

10. Bank marketing activity plan