Five pieces of marketing activities planning for creative banks

The emergence and development of banks are related to the development of monetary commodity economy, and the currency exchange industry in pre-capitalist society is the basis for the formation of banking industry. The following is my carefully collected bank marketing campaign planning. Let me share it with you and enjoy it.

Bank marketing activity planning 1

I. Purpose of the event

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

Second, the activity time

20 1_ year 65438+February 1-20 1 _ year 65438+February 30.

Third, the organization of activities.

The organizer of this activity provided technical support for Yizheng Bank Card Work Leading Group Office, Jiangsu Yizheng Rural Cooperative Bank, China Industrial and Commercial Bank Yizheng Sub-branch, China Agricultural Bank Yizheng Sub-branch, China Bank Yizheng Sub-branch, China Construction Bank Yizheng Sub-branch, Bank of Communications Yizheng Sub-branch, China CITIC Bank Yizheng Sub-branch, Jiangsu Bank Yizheng Sub-branch, Yizheng Postal Savings Bank, Yangzhou Yintong Company (co-organizer) and China UnionPay Jiangsu Branch.

Fourth, publicize the theme.

UnionPay card is a safe, healthy and fashionable choice.

Verb (abbreviation of verb) activity rules

From 20 1_ year 65438+February1-201_ year 65438+February 30th, any cardholder with a designated merchant consumption card number of "6" in Yizheng City will have the opportunity to win prizes. The awards are as follows:

Grand prize 1, South Korea tour (equivalent bonus of 6000 yuan)

30 first prizes, each with 400 yuan equivalent.

90 second prizes, each with an equivalent bonus of 200 yuan.

Third prize 1200, each prize 10 yuan.

Redemption method: the cardholder will receive the online lottery prize at Yizheng Bank Card Management Office (Jiefang West Road, Yizheng City 106, China People's Bank) with the signing form marked "Yizheng Bank Card Activity _ First Prize", and the telephone number will be available. The redemption date is from the day after winning the prize to the date of 2065 438+0 _-2065 438+0 _.

Bank marketing activity planning II

1. After the monthly financial sales plan is published, make the financial publicity page of the current month according to the previous format and post it in a conspicuous position of the company.

2. Use the morning meeting and other time to explain to every employee the name, term and yield of the wealth management products sold this time, and distribute publicity pages to every employee, so that customers can make correct answers to their own questions and improve the marketing awareness of all employees.

3. Send short messages to the value customers, inform the financial information in time, and let the value customers know the latest financial information.

4. Make statistics on the wealth management list due in the current month, and call customers one by one to inquire about their purchase intention before the expiration to help them choose the appropriate wealth management products. At the same time, we can also know the flow of customers' funds. Through customers' understanding of other banks' wealth management sales plans and sales methods, we can know ourselves and know ourselves, which is convenient for banks to improve their deficiencies and provide better services.

5. Make records and statistics before and after each sale. Do know fairly well, so as to arrange customers to purchase in an orderly manner on the day of sale, and classify and analyze all kinds of information of customers after the sale.

6. Organize outdoor publicity. Once every two weeks, organize indoor staff to publicize in groups on weekends or after work hours. Each time, a personal marketing post will lead three employees to publicize in busy areas or high-end residential areas, post posters, distribute leaflets and record the names and telephone numbers of prospective customers.

7. In the business room, do a good job in financial publicity and customer promotion, and do a good job in data retention and regular return visits for customers who take the initiative to ask.

In the marketing of financial management, I am good at finding and summarizing. Establish and improve customer files, maintain and deepen contact with customers, communicate with customers regularly, and implement appointment service and tracking service for high-quality customers. Analyze customer information and classify customers. Different customers adopt different marketing methods. Focus on key customers, find other needs that can be tapped through financial management, implement precision marketing, one-stop marketing and public-private linkage marketing, retain customers with professional services and diverse products, expand the scale of high-quality customers, and fully reflect their value, so as to achieve a win-win development goal with customers.

Bank marketing activity planning 3

1. Introduction of China Postal Savings Bank

China Postal Savings Bank is a national commercial bank established by China Postal Group, formerly known as China Postal Savings Bank. Postal savings has become an important force in China's financial field after more than 20 years of rapid development since it resumed operation on April 1986. Moreover, China Postal Savings Bank is now a key cooperative bank for national financial funds, social security and agricultural insurance projects, and enterprises, institutions and enterprise groups closely related to people's lives, such as tobacco, electric power, mobile, China Unicom and various insurance companies, have carried out business cooperation with our bank. At the same time of cooperation, the Bank has further deepened the ways and fields of cooperation with enterprises, institutions and enterprise groups by constantly improving the system and strengthening services, which has provided an effective cooperation model and perfect technical support for the Bank to carry out various business cooperation with more enterprises, institutions and enterprise groups.

1, the outlets are all over urban and rural areas, and the funds are collected quickly.

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

2. The powerful advantages of the settlement system

(1) The connection mode between the business system of the Postal Savings Bank and the payment and settlement system of the People's Bank of China is the most advanced "one-stop connection" in China, which reduces intermediate links and improves settlement efficiency. Through the People's Bank of China's intra-bank remittance, intra-city remittance or large and small payment system, the settlement of funds can be completed in the shortest time by using settlement tools such as wire transfer or bills (checks).

(2) In addition to the traditional settlement method, the settlement of funds between personal accounts can also be realized through the bank telephone self-service banking terminal-"Shangyitong", which is convenient and fast, and is not limited by time and region.

3. Convenient enterprise online banking function

The bank's corporate online banking business is strong. The group company service function of online banking can realize real-time rapid transfer of funds and provide customers with unified, safe and fast banking services. Corporate customers can get services such as account inquiry, reconciliation service and fund transfer without leaving home, which overcomes the space limitation, greatly saves time and cost, and provides personalized setting of accounting transaction process, which is flexible and convenient, and provides a strong guarantee for enterprises to expand their own scale.

Second, the purpose of the activity:

By carrying out financial knowledge into community activities, on the one hand, it can teach community residents and ordinary people the financial knowledge and skills they need to know in daily life, enrich people's financial knowledge and financial management methods, popularize people's financial knowledge, and improve people's ability to identify and prevent risks; On the other hand, we should carry out financial knowledge into community activities, introduce the culture of the Postal Savings Bank on the spot, display superior services and special products, and let the people gradually get to know the Postal Savings Bank, and have a good impression and familiarity with the Postal Savings Bank from the bottom of their hearts, so as to fundamentally enhance the brand image of the Postal Savings Bank and realize a double harvest of brand image and economic benefits.

Three. Content of service plan

According to the community characteristics of Xinyi Community, in view of the needs of property management companies and community residents, and in line with the principle of win-win cooperation and customer service, we can provide the following services for the community:

(1) Fund collection and settlement services

Xinyi Property has opened an enterprise account in our bank, and launched online banking business for enterprises to collect enterprise funds. Property companies and enterprises that have business dealings with them can transfer funds at any time through the unit settlement account opened in our bank and corporate online banking business according to the needs of fund management.

(2) Institutional financial services

When the property management company has idle funds, we can provide various fund management and investment services for the property management company according to the amount of funds and idle period, such as time deposits, call deposits, agreement deposits and various financial services, as well as other RMB financial products (such as monthly wealth management products, the turnover period is one month, and the expected annualized rate of return is 1.9%). In the case of a large amount of funds and special income needs, we also

(3) Providing loan services

Our bank has launched a variety of loan businesses suitable for enterprises and individuals, such as personal second-hand housing loans, small loans, personal business loans, and small and medium-sized enterprise loans. Our bank will give priority to accepting and investigating loans applied by property companies, their employees and community residents within its jurisdiction; Give priority to meeting the loan needs of customers who meet the credit conditions within the scope of credit scale; Give preferential interest rates within the scope permitted by the policy; Under the premise of risk control, simplify the business process and shorten the processing time limit.

(4) Providing intelligent services

Due to the differences in consumer demand. For example, older owners may prefer more common property management services. For young people, they may prefer some special services, such as paying various fees and other special services. We can open up some intelligent services and introduce a series of services that change the traditional lifestyle, such as water, electricity, coal and property management. Owners can use bank cards to swipe their cards or pay, reducing the time and energy spent by owners in these areas.

At the same time, relying on the postal savings service network all over urban and rural areas, it provides various collection and payment services for Sakura property, such as paying wages, collecting water and electricity, and property fees.

(5) Expand business promotion.

For a long time, the bulletin board of residential quarters has been the main platform for information exchange between property and owners, but there are always some problems in this form, such as limited information, weak timeliness and poor operability. The form of "LED display screen and publicity column" controlled by information technology can update a lot of publicity content at any time, which is much faster than other ways to update publicity information.

It can publish some financial service information closely related to people's surrounding life, and update daily public welfare information such as weather forecast, dressing index and property notice. To facilitate residents to know the information they need when they enter and leave the community. This public information platform has brought convenience to owners and properties. If the owner needs to rent a house, there is no need to post small advertisements outside, and it can be released for free. This property can also be used as a notification blackboard, community notification, etc. In addition, the implementation of day and night display, residents can read at any time. In a certain sense, it can not only solve the residents' demand for information, but also narrow the distance between owners and property, form a good combination of public welfare and business, and create a harmonious community culture.

Bank marketing activity planning 4

I. Contents of activities

Organize a broadcast gymnastics competition

Organize a brisk walk.

Third, organize moral lecture halls.

Fourth, organize a lecture hall on financial innovation.

Organize a symposium for college students' staff.

Organize an essay competition with the theme of "Let's talk about the special rectification of case prevention and control"

Organization _ _ National Day Special Issue of Rural Commercial Bank.

Second, the time, place and object of the activity.

1. Radio sports competitions and walking activities

① Time: 65438+1the afternoon of October 4th,13: 00;

② Location: Citizen Square;

③ Object: See Annex 3.

3. Moral lecture hall

① Time: 65438+18: 00 am on October 5th;

② Location: large conference room on the third floor;

③ Object: See Annex 6.

3. Financial Innovation Lecture Hall

① Time: 65438+1October 5-6 (starting at 8: 00 am on the 6th);

② Location: large conference room on the third floor;

③ Object: See Annex 7.

4. Symposium for college students and faculty.

① Time: 65438+19: 00 am on October 7th;

② Location: large conference room on the third floor;

③ Object: See Annex 8.

The essay competition with the theme of "Everyone talks about the special rectification of case prevention and control"

① Time: September 25th-30th;

② Object: See Annex 10.

[6] Dongtai Rural Commercial Bank National Day Special Issue

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

Three. Activity description

1. Competition rules

1. Radio Sports Competition

① All business outlets and government agencies are participating units, of which all government agencies are participating units;

(2) The radio exercise competition is divided into seven groups. See Annex 4 for the participating units and the order of appearance of each group.

(3) There is a jury for the broadcast exercise competition, with 5 external judges, 3 judges from government departments and offices, and 3 judges from all subjects;

④ The score of each unit is the average of all the judges' scores, and the final ranking is determined according to the score.

3. Walking activities

① This kind of walking activity is no longer in chronological order. During the whole hiking activity, all personnel should keep the team clean and tidy as required.

② Walking route: Citizen Square (North Exit)-Beihai Road (West, via Yingchun Hotel)-Intersection of Beihai Road and Xihuan Road (South)-Xixi Scenic Area (East)-Haidaoqiao (Northeast)-Dongtai Town (East)-Xinhe Building;

③ There are three monitoring points on the brisk walk. All personnel must get a number every time they pass a monitoring point, and handing in three numbers at the finish line is regarded as running the whole course, otherwise it is regarded as not participating in the activity.

(4) All participants in the race walk should stick the number plate on their left chest to ensure that statisticians can see the number plate when they reach the finish line.

3. Moral lecture hall

(1) All units and departments should seriously organize their employees to learn to sing "Citizens' Moral Songs" and ensure that they can sing before 10+0;

② The host, lead singer and speaker (see Annex 5) will practice seriously as required, and the trade union of the Head Office will organize rehearsals in the near future;

(3) The office and human resources department shall collect relevant information in time, sort it out and bind it.

4. Financial Innovation Lecture Hall

(1) The Ministry of Science, Technology and Information Technology provides the video courseware of the Financial Innovation Lecture Hall and the equipment needed to play the courseware;

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

5. Symposium for college students and faculty.

① Discussion topic: feelings after entering the business;

② Discussion methods: concentrated discussion, typical speech (see Annex 9 for the list) and exchange discussion.

6. The essay contest with the theme of "Everyone talks about the special rectification of case prevention and control"

(1) the style is not limited, the topic is self-drawn, closely related to the theme, the structure is complete, the reasoning is sufficient, the organization is clear, and the number of words is controlled within 2000-2500 words;

(2) The submission must be created by the author himself, and plagiarism is strictly prohibited. Once found, it will be disqualified and informed criticism;

③ All contestants must submit their manuscripts to the Human Resources Department in the form of paper documents before June 65438+ 10/;

④ The Office of the Head Office will organize a special person to review the contributions based on the principle of fairness and justice.

Second, the award setting

1. Radio Sports Competition

① Rank: 65438+ According to the score, 0 first prize, 2 second prize and 3 third prize were awarded.

② Bonus: the first prize, with a bonus of 2,000 yuan; Second prize, bonus 1500 yuan; Third prize, bonus 1000 yuan.

2. The essay competition with the theme of "Everyone talks about the special rectification of case prevention and control"

① Ranking: 65438+ 0 first prize, 2 second prize and 3 third prize.

② Bonus: the first prize, with a bonus of 1 1,000 yuan; Second prize, bonus 800 yuan; Third prize, 600 yuan.

Four. Related requirements

List of event organizing committee and staff.

1. List of event organizing committees

Director: _ _ _

Deputy Director: _ _ _

Members: heads of units and departments

2. List of staff

Chief Referee: _ _ _ _

Referee: _ _ _

_ _ _ 5 external employees

Flag bearer: _ _ _

Other staff: _ _ _

Two. Organizational requirements

1. unify thoughts and raise awareness. All units and departments should fully understand the significance of doing a good job in this series of activities, mobilize and organize them in time according to the requirements of the notice, take this activity as an opportunity to guide employees to get up and move, improve the enthusiasm, initiative and creativity of all employees, and devote themselves to all work with full spirit, healthy body and high fighting spirit.

4. Careful organization and scientific scheduling. All units and departments shall, according to the actual situation of their own units, make overall arrangements and scientific scheduling, and arrange daily business operations and security work during the activities, so as to ensure that participants have enough time and energy to participate in various activities, and ensure that all activities are carried out smoothly and achieve good results.

3. Prepare in advance to ensure success. All units and departments should make full use of their spare time, carefully organize their employees to practice broadcasting (especially to ensure that new college students can do it), and at the same time guide employees, especially college students, to seriously investigate and think, and actively participate in college students' symposiums and essay competitions with the theme of "special rectification of case prevention and control".

Three points for attention

1. Friendship first, competition second, taste and style.

2. Employees participating in hiking activities and broadcast exercises must wear the latest sportswear and sports shoes issued by the head office on the day of the competition, and employees participating in ethics lecture halls, financial innovation lecture halls and college students' symposiums must wear work clothes (new college students must wear formal clothes or borrow colleagues' work clothes without work clothes).

3.65438+1At noon on October 5 -7, the Head Office arranged lunch, and invited the participants of the day's activities to attend on time as required.

4. If you need to ask for leave under special circumstances on the day of the event, you must apply to the Human Resources Department one day in advance and ask for leave after obtaining the consent of the referee.

5. In order to ensure the safety of the contestants, the head office is allowed to allocate 1-2 team doctors. If the contestants have any physical abnormalities during the competition, please report them to the staff and the team doctor in time.

6. In case of rainy weather on the day of walking and radio exercises, it will be adjusted separately.

7. Matters not covered will be notified separately.

Bank marketing activity planning 5

I. Background information

1, introduction of banking products

Chattel (warehouse receipt) pledge business is a more convenient and fast financial service provided by China Industrial Bank. It means that customers pledge their legally owned movable property or warehouse receipts that meet the requirements of the bank, and the bank gives credit to meet their liquidity needs. The credit business under the pledge credit business mainly includes short-term working capital loans, trade financing, discounting, acceptance, commercial paper protection and so on.

Through analysis, it is concluded that Sany Heavy Industry is mainly engaged in R&D, manufacturing and sales of construction machinery, and it is the sixth largest construction machinery manufacturer in China and even the world. At present, Sany concrete machinery, excavators, crawler cranes and rotary drilling rigs have become the first brand in China, and the market share of concrete pump trucks, concrete pump trucks and full-hydraulic road rollers is the first in China, and the output of pump trucks is the first in the world, making it a global concrete machinery manufacturing enterprise. Therefore, in order to stabilize market share and expand sales, a special banking product is needed to solve the company's stable purchase and sale channels and ensure the integrity of the capital chain, so it is necessary to deal with financial products of bills. The "chattel (warehouse receipt) pledge custody" product launched by Industrial Bank can meet the requirements of Sany Heavy Industry for this part and can fully meet its liquidity needs.

2. Analysis of competitors

(1)SWOT analysis:

Second, the marketing objectives

Promote the "movable property (warehouse receipt) pledge business" to make the new product business of Industrial Bank more understandable to customers. In order to expand the business scale and improve the reputation of the bank, we pay attention to the innovative development of products, firmly grasp the existing customers, and attach importance to the expansion of new customers, so that other customers with potential needs have enough interest in the bank's products. The initial recognition of the brand of Minsheng Bank has given birth to the desire to buy, and a considerable proportion of them take the initiative to ask customers. Not only that, for Sany Heavy Industry, a group that needs marketing, this product can make the company carry out capital turnover more effectively, use bank funds, realize leveraged procurement, reduce accounts receivable, support dealers to develop together and expand market share; Close relationship with manufacturers and banks, making use of manufacturers' strength, it is easy to obtain bank financing support and enhance competitive sales advantage. Accelerate the withdrawal of funds, increase sales and seize market share.

Third, the marketing plan

1, marketing channel:

(1) general sales. In the branch of Industrial Bank, the bank's counter staff are required to provide this product and service to every interested customer. This is the most direct and efficient marketing form, which can not only save the corresponding sales expenses, but also make customers familiar with the characteristics of products quickly.

(2) exclusive sales. Make use of the stable customer sources of relevant enterprises that have opened accounts in our bank to sell to some qualified medium and large enterprises, and introduce the characteristics of this product to them through telephone interviews, door-to-door visits and other means. , not only can effectively improve sales efficiency, but also increase the market share of products.

(3) Using the external service equipment of the bank, such as ATM and POS self-service equipment, by advertising and providing product information during the withdrawal process, the popularity of the product can be improved.

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

(5) Choose an intermediary agent. Industrial Bank authorized the bank's sales personnel to go to customers' residences, workplaces and other places, face-to-face to analyze the security needs of customers, introduce product functions, complete product sales, and provide relevant follow-up services to customers.

2. Marketing concept:

(1) Customer-centered, focusing on personalized, high-quality, differentiated and efficient services. Form a good after-sales consulting service contact group, which is convenient to solve customers' doubts and requirements and provide customers with all-round banking services.

(2) Focus on banking, brand and professional marketing. Foreign business is the foundation of all commercial banks. We should 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 their own advantages and open up large customer markets in the same industry throughout the country.

(3) Take the product as the center, form a comprehensive customer evaluation mechanism, and know the customer's needs at the first time. The selling points in foreign financial management mainly focus on cash management and investment appreciation. It is necessary to highlight the advantages of banking products for marketing, so that enterprises can achieve a win-win situation between banks and enterprises by strengthening liquidity planning.

IV. Promotion Plan

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

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

(3) A new marketing model, with telephone as the main means of communication, making rational use of the original customer resources, directly contacting with customers, and completing major marketing processes such as product promotion, consultation, quotation and policy condition confirmation. The method is simple, flexible and low in cost.

(4) Let the bank wealth management personnel go deep into companies of all sizes to carry out marketing promotion, communicate in the early stage first, and let the managers of each company have a certain understanding of the "chattel (warehouse receipt) pledge business" before recommending the use of 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 inform the public of the information of "chattel (warehouse receipt) pledge business" through Sina, Sohu, Xinhuanet and other major media in the form of buttons or banner advertisements, so as to achieve good promotion of products. In this way, we can publicize new products more widely, raise awareness, and quickly enter the market at the initial stage of product launch, which is beneficial to seize market share first.

2. Promote the concept:

Through the unique and market-oriented operation mode, we will explore new market opportunities, develop and cultivate new market core customers, and open up greater development space for them. It is necessary to increase the value of customers' assets by providing professional services, so that customers can enjoy value-added services, and realize the cooperation mode of * * * win * * * and * * * common development, thereby reducing their business risks, improving their operational efficiency, and achieving the goal of sustained profitability by providing products and services. Adapt to the changes in the current economic and financial development trend and open up a broader development path for banks in the future.

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