Report on customer's return visit on February 5th.

As of February 5th, I have visited four secondary bank customers 1076, accounting for 97.2% of the total number of private bank customers, incl

Report on customer's return visit on February 5th.

As of February 5th, I have visited four secondary bank customers 1076, accounting for 97.2% of the total number of private bank customers, including 12 customers. 8 12 customers answered, accounting for 73.35%. Through communication with customers, customers expressed recognition and satisfaction with the bank's return visit. The specific arrangements for the return visits of four secondary customers are as follows.

Datong Branch took the initiative to ask the account manager to send new year greetings to customers on New Year's Eve and the first day of the first year. On the fifth day, the bank's "individual account managers" sent a mass notification letter, requiring the account managers of all branches under their jurisdiction to attach great importance to customer return visits and provide one-to-one coverage for private banking customers. Through the return visit, the concept of "not only caring about customer wealth, but also caring about customer health" was highlighted, and the customer relationship was strengthened.

Shuozhou Branch learned that 55 customers were in other places (Beijing, Hainan, Fujian and Zhejiang) for the New Year through customer return visits. For customers in areas with high epidemic incidence, Shuozhou Branch requires the account manager to prevent and control the epidemic, reminding customers to protect themselves in time and reduce going out. Online banking can be used for banking business. After going to work normally, continue to urge the outlet account manager to do a good job of customer return visit and improve the coverage of customer reply.

Linfen Branch asked the account managers of outlets to send the first wave of New Year greetings to customers on New Year's Eve and the first day of the first year. On the fifth day of the fifth year, they sent the second wave of epidemic care information, and arranged for all private bank staff to contact the account manager according to the outlets under their jurisdiction at the first time, emphasizing the importance of customers' return visits, and at the same time put forward specific requirements at the backbone outlets of banks and private banking working groups. Continuous customer return visits have been well received by customers. Through this return visit, we have maintained a close relationship with our customers, and will continue to follow up in the future, regularly pushing market trends and consulting interpretations for our customers.

Yuncheng Branch responded positively on the fifth day after receiving the notification letter issued by the provincial bank and implemented it. First of all, we will deploy private activities such as customer maintenance during the epidemic in WeChat group, seize the opportunity of epidemic care, highlight the value of private activities, do private activities with temperature, and establish good customer relations in combination with customer return visits years ago. Second, take the initiative to arrange private banking centers and outlets to complete the first-stage customer return visit before February 3, and actively get in touch with customers by telephone, WeChat and SMS. , provide consulting services, epidemic situation notification, house-viewing tips, epidemic prevention tips, etc. Pay attention to the customer's physical condition, relieve the customer's anxiety, and accompany the customer psychologically. Third, start the online office mode, follow up the new generation of mobile phone system in real time, screen the changes of customers' funds during the epidemic, guide customers whose wealth management expires and expires regularly, and recommend Jianxin E to provide private mobile phone service. Fourthly, Yuncheng, as the second key epidemic prevention area in Shanxi, pays special attention to the situation of private passengers in counties and cities with confirmed cases.

At present, Yuncheng Branch has achieved remarkable results through customer return visits: 42 customers and private banks have changed from telephone contact to WeChat contact, pushing recent wealth management products and market information to customers; Push information such as "private banks are with you in extraordinary times", epidemic prevention measures of CCB University, and suggestions on asset allocation under the epidemic situation of private products, guide 10 customers how to handle business at home, and answer 22 customer questions; Yes 18. Does the customer have any information about the business measures of family members in Wuhan, Beijing, all parts of the country, the epidemic stage of enterprises, and their views on insurance to survive the epidemic? At present, there is no epidemic among private customers in Yuncheng.