Banking common sense ppt

1. ppt video explanation of bank's one-point-one policy

Steps to make PPT:

First, before making the PPT template, you should prepare the pictures placed on 1 PPT, the pictures on the inside page of PPT, logo and other pictures.

Second, create a new PPT file, and a blank PPT file should be displayed at this time.

Third, the production of PPT template structure

Fourthly, make the content frame of PPT template.

5. If you have a high demand for PPT, I'll tell you a trick. Actually, you can find someone to do it for you. I know an online studio called You Zuo Yi, which is very professional. I used to work there.

"One-point-one strategy" refers to adopting different development strategies for different outlets, different markets and different customers. Through the form of "one county, one prison and one point", managers and government functional personnel can go to the grassroots level to seek development, take responsibility and expand the market. Fuzhou Post Office of Fujian Province has injected a steady stream of vitality into development by carrying out the "one point one policy" work.

2. Who can provide me with some PPT materials about banks?

Advertisers, public relations people, media people and people who talk nonsense always have to face the proposal. The important prop of the proposal is the proposal, usually PPT. Don't underestimate the value of this proposal. If you haven't discussed with customers through UNDERTABLE, then almost the proposal and the performance of the proposal on the spot will feel that the project is 70% successful. Even if you and the client have decided before, it's just a formality. But in a big brand enterprise, facing the whole evaluation system, you also need something decent to go through the process. Let's start with the proposal. There are two people who have great influence on me. One is a married man, small eyes, tall, Shuai Shuai. Proposals need * * * and creativity. If you want customers to accept it, you must first accept it from yourself and the team involved in the project. I think this is an interesting thing. This guy once designed a cute smiley face LOGO badge to stick on the judges' chest when he was practicing inside Canon. It not only expounds the connotation of Canon's new brand, but also makes the customers on the spot experience an interesting proposal. This interest is just combined with the idea of conveying Canon's happiness. Of course, I'm not saying that you have to make a badge for each proposal. What I said is that you should have * * *, not only in the proposal, but also bring as many new ideas as possible into the proposal. Create a different proposal to impress customers. There are two other examples to prove it. Customers have inadvertently said this when comparing Dentsu and Ogilvy. Ogilvy worked hard on the proposal. On one occasion, it actually took all its customers to the suburbs. Open-air proposal .. In order to let customers personally experience the brand connotation of "complete integration with nature". For another example, when Liu Qianwei, the creative director of Ye Hao, was still in Dentsu, Dentsu Japanese company usually wore a suit and tie to express professionalism when meeting customers. Just like the underworld, once, Xiao Wei actually wore a playful style sportswear. Because the target group of this proposal is such active young people. If * * * and creativity are integrated into the whole process of proposal, there will be unexpected gains. We have been talking about integrated marketing, contact point and experience marketing. Why can't these familiar marketing methods be used in advertising companies themselves? Ha, now I want to talk about the second person. This person is very important in PPT world. He is our respected Wang P, and no one I know is a PPT master. However, in recent years, because he didn't cooperate, he adopted narrow personal protectionism to his PPT, and he never saw his plan again. If this person continues like this, he will almost be upgraded from a fashionable Wang P to an idol figure pursued in the spiritual world-God P. I have the honor to gain some experience from Wang P. Some people once said that Wang P is a case of Canon's annual exhibition, and stayed up all night just to adjust the beauty. Of course, there are also exaggerated elements, and legends have always been like this. But it taught me the most important thing. All the investment in PPT production. I said to myself, "I will never default everything in PPT." After joining, all logo borders should be carefully adjusted in size, color and position. Establish the color system of PPT. Create a template that is closely related to the theme. Proper decoration, even if it's just for beauty. Don't think you are making a proposal for PPT. Carving it as a work of art, some people may say that form is greater than content. But let's think about works of art, artists don't carve works of art for the sake of appearance, but real works of art convey an almost philosophical point of view. Works of art in different periods and social backgrounds are not only beautiful, but also represent some potential information conveyed by the author. PPT should be the same. Our connotation is the core of the proposal we hope to pass on to our customers. These cores are actually formal proposals for the team to convey brand value. A messy proposal will not make customers feel that your company is very professional, nor will they be willing or courageous to accept what you put forward. In addition to devoting ourselves wholeheartedly to the proposal making process, we will also carve the ideas we want to convey with time-consuming care and patience. If you want to be professional enough, you need to keep the topic of writing PPT in your mind anytime and anywhere. We do not advocate behind closed doors, nor do we advocate theoretical preaching. I advocate reference and integration based on takenism. For a better PPT, I will try my best to ask myself to browse many fashion magazines, excellent websites around the world and even photos. From this, you will find wonderful typesetting methods, colors and composition. Borrow them from various fields to your PPT. Second, we must ensure long-term accumulation. Everyone has his own way. Some basic materials for my PPT mainly come from two aspects. On the one hand, I downloaded them from various material websites. There will be some fine products in these downloads, but most of them are rubbish. In addition, I will use foreign excellent FLASH sites. Use software to extract some beautiful LOGO from FLASH. Although it takes time, I can usually get very beautiful materials. Usually I will save the homepage and address of the site I see in a PPT file. When I need information, I will look through these materials to find sites with strong relevance, and then browse carefully to find information that can be disassembled. Finally, it is to build your own logical gallery. We say that PPT is stronger than WORD's proposal because PPT is more powerful in presentation. Therefore, when we elaborate a marketing logic, we need not only a written description, but more importantly, how to express it graphically, so that customers can understand the cycle relationship more directly. So when I see some marketing theories, I will try to draw them into a logical diagram in PPT format. Keep it. If you want to catch up with Wang P like me, I will summarize the following suggestions. 1, * *, like the first person I mentioned. 2, carefulness and the pursuit of perfect dreams, like the second person I mentioned. 3, persistence, and persistence forever. I hope this is what I can do. These are the outlines. For details, please refer to the following 4 articles and read a lot.

3. Common sense of banking business

Look at these: online banking online banking is a website where ebank provides convenient and safe financial services to customers through Internet channels.

It has low cost and can provide rich business functions. For example, a personal online banking part can include eight modules: account management, agency business, personal foreign exchange business, securities business, personal loan business, medical insurance business, online hospital and customer service. Enterprise online banking includes six modules: account inquiry, online settlement, corporate finance, agency business, reservation service and customer service. The traditional teller system is in the form of C/S, which is provided to bank tellers and internal professionals for daily business processing and management, bookkeeping, etc. Now the cashier system has begun to use more B/S structures. The function is also richer. The teller system generally deals with the core system COREBANK, which is a part of the most important software system of the bank. At present, ATM (Automatic Teller Machine) only undertakes some simple business of inquiring personal accounts and accessing petty cash.

Bank card business Bank card is a credit payment tool issued by authorized financial institutions (mainly commercial banks) to the society with all or part of the functions of consumer credit, transfer settlement and cash deposit and withdrawal. The classification of bank card business generally includes the following categories: (1) According to the payment method, bank card business can be divided into credit card business, quasi-credit card business and debit card business.

Debit cards can be further divided into debit cards, special cards and stored-value cards. (2) Bank cards can be divided into RMB card business and foreign currency card business according to different settlement currencies.

(3) According to different users, bank cards can be divided into corporate cards and personal cards. (4) According to different carrier materials, bank cards can be divided into magnetic cards and smart cards (ic cards).

(5) According to the different credit ratings of users, bank cards can be divided into gold cards and ordinary cards. (6) According to the circulation scope, bank cards can also be divided into international cards and regional cards.

(seven) other classification methods, including commercial banks and for-profit institutions/non-profit institutions jointly issued joint cards/accreditation cards. Card-based payment tools include debit cards, credit cards and stored-value cards.

Debit card refers to the payment tool issued by commercial banks to the society with all or part of the functions of consumer credit, transfer settlement, cash deposit and withdrawal, and can not be overdrawn. Credit card is a kind of credit certificate issued by banks or credit card companies to individuals and institutions with good credit. Cardholders can shop or get services at designated merchants.

Credit card is not only a certificate for issuing revolving credit and providing related services by the card issuer, but also a symbol of the cardholder's reputation, and it can be overdrawn. According to the degree of credit, credit cards are divided into real credit cards and quasi-credit cards.

Credit card refers to the credit card that the issuing bank gives the cardholder a certain credit limit, and the cardholder can spend first and then repay. Quasi-credit card refers to a credit card in which the cardholder must first deposit a certain amount of reserve fund according to the requirements of the issuing bank, and when the balance of the reserve fund account is insufficient to pay, it can be overdrawn within the credit limit stipulated by the issuing bank.

Stored value card refers to a multi-purpose card with the nature of electronic wallet issued by non-financial institutions, which is anonymous and does not report the loss, and is suitable for the field of micropayment. Among all the card-based payment tools, debit cards and credit cards issued by banks are the main body of card-based payment tools.

Traditionally, we refer to debit cards and credit cards issued by banks as bank cards. According to statistics, from 1985 when China Bank issued its first bank card nationwide to the end of June this year, China has issued 7140,000 bank cards, with more than 1 10 card issuers, and 684 cities have achieved universal bank card networking, including all prefecture-level cities and more than 300 economically developed county-level cities.

Bank card merchants are close to 300,000. Last year, the total amount of bank card transactions nationwide reached 18 trillion yuan.

Among bank cards, debit cards account for the vast majority, 95% of which are debit cards, about 30 million quasi-goods cards and about 3 million credit cards. In 2003, the total amount of inter-bank transactions of bank cards in China reached 654.38+0.2 billion yuan, and the transaction amount was 380.65438+0.9 billion yuan, up by 90.2% and 654.38+0.9% respectively over the previous year. The success rate of bank card transactions in the same city reached 88.22%, and the success rate of inter-bank transactions in different places reached 8 1. 19%.

On June 5438+1October 65438+August, 2004, the People's Bank of China approved the use of RMB bank cards with the "UnionPay" logo issued by mainland banks in Hong Kong, which was another major breakthrough in the development of China's bank card business. The mainland's settlement arrangements for Hong Kong banks to start personal RMB business have achieved initial results.

The stored-value cards in the nature of electronic wallets are basically issued by non-financial institutions. In some cities, such as Shanghai and Xiamen, card-based electronic money can be used for public transportation, restaurant chains and so on.

It is expected that Kaji electronic money will be more and more used in public transportation, highway toll collection, car rental, tourist distribution centers, parking lots, gas stations and supermarkets, and may be extended to public utility charges. In the settlement of stored-value card funds, the card-issuing merchant provides transaction data processing services, and completes the transfer of funds between the card-issuing bank and the merchant with the help of the bank.

UnionPay, MasterCard and VISA UnionPay "UnionPay" identification cards are bank cards with the "UnionPay" logo issued by domestic card-issuing financial institutions with the approval of the People's Bank of China. They adopt unified business norms and technical standards and can be used across banks and regions. MasterCard International MasterCard International established an internationally accepted credit card system in the late 1950s and early 1960s, and it immediately became popular all over the world.

1966 set up the Bank Card Association. 1967 Four banks in California set up the Western States Bank Card Association (WSBA) and launched the MasterCharge credit card plan. Soon, the association joined the Inter-bank Card Association and awarded the Association Master Charge. 1969 The Bank Card Association purchased the patent right of MasterCharge, and unified the credit card name and style design of each issuing bank.

1970 Inter-bank Card Association obtained the patent right of MasterCharge. Like American commercial banks, the Inter-bank Card Association is also actively expanding the international market, such as with European credit card countries.

4. Ask PPT to introduce a banking product, which is urgent. Thank you for your help.

The PPT of banks, finance and funds is as follows: Website: Download all kinds of design materials: /ks02/tuku/ I Tuwang:/? R= 1545742 1。 You can use search when looking for information. For example, if you want to find a business card template, you can search for "business card template" in the search bar on the home page, and many business card templates will come out.

If you download materials frequently for a long time, this website can be truly "free" as long as you use it correctly. Not only can it be free, but it may also bring you a lot of economic benefits (you can sell pictures to make money, and the money you earn can be withdrawn into your bank card). The following methods are recommended. The specific operation steps are as follows: ① Register an account on the home page; ② Authentication; 3 upload your own design draft and sell it; (4) After the approval, there will be two situations: a. After the approval, the website will immediately send * * * points, and with the * * * points, you can download materials that need to be downloaded separately; B. When the design draft is sold, you will have the map currency. With the map currency, you can download the information you need to download. You can also withdraw the map currency to the bank card without downloading the materials (1 map currency = 1 RMB) ⑤ You can withdraw the map currency in your account to the bank card. With the above method, you can make money without spending money, and you can also download materials.

5. How to prevent financial fraud (financial knowledge propaganda). ppt

At least 0.27 yuan to open a library member, check the full content > Original publisher: yixuedai 20 12 How to prevent financial fraud * * * In terms of preventing financial fraud, SECTION should achieve "three noes" 1 "three noes" means: 1. Don't trust short messages with unknown phone numbers or abnormal telephone banking services; ? 2. Don't trust all kinds of short messages of winning prizes and refunding fees, and refuse the temptation of interests; ? Don't disclose the user name and password of bank card or online banking to anyone. Under any circumstances, banks, public security and judicial units will not ask customers for bank cards or online banking passwords.

"Three essentials" means:? 1, improve safety awareness, for example, when setting passwords, avoid using easily guessed numbers or letter combinations such as birthdays and telephone numbers, and do not use online banking in public places; ? 2. Log in to the correct website, or inquire and consult through the bank's special telephone or at the bank's business outlets; ? 3. If you encounter fraud, you should actively report it to the public security organ. Identify 8 common scams? 1. Telephone arrearage fraud: The criminals installed the software to display any number on the Internet phone, and then dialed the phone number in groups to display the phone number of the national public security and telecommunications organs, pretending to be the staff of the telecommunications company, public security organs and other units, and being suspected of money laundering as the victim's telephone arrearage was stolen by others, threatening to confiscate the victim's bank deposit and tricking the victim into transferring the funds in his bank account to the account designated by the "public security organ".

Identify 8 common scams? 2. Inducing remittance fraud: Criminals send a large number of short messages such as "Please deposit the money in * * bank, * * account, Mr. * *" in the form of group short messages. If it happens that the victim is planning to remit money, after receiving such remittance fraud information, he may directly remit the money to the bank account provided by the criminal without careful verification.

Others owe money to others, and they admit it when they receive such fraudulent information.

6. How to carry out the training of bank outlets (42 pages). ppt

Master the methods and skills of network training;

Master the method of follow-up after training to make the training effective; The Importance of Bank Training in Curriculum Outline

Bad customer resources in outlets.

Customer resources have been exhausted.

Bank savings are under great pressure.

Sales impact of funds, RMB financing, etc.

The hot stock market diverted funds.

Non-standard competition in the same industry, low fees, limited products, from outlets, from the same industry, from the market, from themselves ... understand the problems existing in the operation of outlets.

But the most important thing is not what you can achieve, but to understand that customer bank insurance training is a well-structured program, which is to learn knowledge and skills for a specific goal;

It means to let trainees use what they have learned until they master it skillfully, so as to continuously improve their work quality and performance;

Is to improve students' behavior and ideas. When the behavior changes, it shows that the training has been effective and has produced practical results.

It is a never-ending process, which can create more benefits for students.

Definition of effective training

1. Establish the confidence of bankers in sales, and gradually establish the concept of active marketing of bankers.

2. Improve the sales skills of bank personnel.

3. Establish a good professional image and prestige of the account manager.

4. It is a way to enhance feelings and communicate with each other.

The importance of network training