Summary of financial consumer activities

Summary of financial consumer activities (5 selected articles)

A wonderful activity has come to an end unconsciously, and this experience can enrich our lives. What kind of summary will you have now? But how to write a summary of activities to make a difference? The following is a summary of financial consumer activities (5 selected articles) that I have compiled for your reference, hoping to help friends in need.

summary of financial consumer activities 1

according to the requirements of the notice document on forwarding the notice on carrying out the activities of "financial consumer rights and interests" during the period of 2xx 3.15 issued by the county leading group for cracking down on and disposing of illegal fund-raising, the town conscientiously implemented the spirit of the document and actively deployed it. The activities are summarized as follows:

1. Attach great importance to it and carefully organize it

. The meeting made arrangements for the "Financial Consumer Rights Day" during the "March 15th" period from the aspects of preparation of publicity materials, selection of publicity sites, publicity time and publicity forms. Through the activities of "Rights, Responsibilities and Risks-Advocating Rational Investment, Self-enjoying Benefits and Taking Risks", we will help financial consumers to safeguard their rights according to law, and guarantee their rights to property security, information, independent choice, fair trade, legal claims, education, respect and information security.

second, focus on publicity and make a big splash

organize credit cooperatives to publicize the main positions of outlets. The theme of "3.15 Financial Consumer Rights Day", such as "advocating rational investment, enjoying the benefits and taking risks at your own risk", was scrolled on the electronic screen through LED display frequency, and the telephone number of consultation and complaint was announced. Set up the "3.15" publicity area, set up the "3.15" financial consumer theme publicity and education activities information desk, and publicize the complaint telephone number in a prominent position. Missionaries distribute publicity materials to the people in the area under their jurisdiction, provide on-site knowledge counseling to the people in the past, popularize information disclosure, marketing prohibition, format clauses and personal information protection to consumers, answer customers' questions, strengthen consumers' risk awareness, guide consumers to safeguard their rights and interests legally and rationally, enhance consumers' awareness and ability of safeguarding rights, and listen to and collect customers' opinions and suggestions extensively.

The "3.15" publicity campaign made consumers understand the rights granted to financial consumers and the responsibilities that financial institutions should perform; Knowing the complaint acceptance channels in our town has effectively strengthened consumers' awareness of risk and legal and rational rights protection, and also improved the service quality of our bank.

iii. existing problems and suggestions

although this activity has achieved good results, there are still some problems.

(1) Insufficient understanding of the protection of financial consumer rights and interests

With the continuous development of financial economy, financial consumption has become an important consumption activity. However, the measures to protect consumers are relatively weak, which leads to the lack of awareness of some people in this respect, and there is still a great lack of understanding of the importance of protecting the rights and interests of financial consumers.

(2) Information security publicity in the financial industry is not in place

Information security publicity in the financial industry. With the rapid development of financial informatization, the requirements for information technology are getting higher and higher, and the difficulty of ensuring financial information security is also increasing. In the usual work, the guidance of information security in our town is still in the primary stage and lacks a complete understanding.

iv. relevant suggestions and next steps

in the future work, we will continue to promote the protection of financial consumers' rights and interests, establish and improve a long-term working mechanism, continue to raise our own requirements, raise the awareness of rights protection of the whole town, and guide and strengthen the awareness of risks, so as to further promote the in-depth development of consumer rights and interests protection.

(1) Strengthen the awareness of protecting the rights and interests of financial consumers and improve the service level

Further strengthen the education and training of the broad masses of cadres, establish the service awareness of safeguarding the rights and interests of financial consumers and improve the service level. From the perspective of self-value and social responsibility, we should pay close attention to the protection of financial consumption rights and interests, so that consumers can enjoy high-quality financial services.

(II) Further improve the system and effectively protect the rights and interests of financial consumers

Implement the protection of consumers' rights and interests into the business management system and business process, further improve various internal control systems, formulate corresponding evaluation systems, and realize the all-round management mechanism of the town. In combination with various consumer rights protection activities, we will carefully organize special self-inspection of personal financial information protection among all departments, posts and personnel. The key points of self-examination include observing the provisions of laws, regulations, rules and normative documents, collecting, saving, using and providing personal financial information to the outside world in accordance with laws and regulations. Through self-examination, the internal authority management of the whole bank is standardized and the responsibilities are clearly implemented, which effectively reduces the risk of financial information being stolen and ensures that financial information is not leaked or abused.

(III) Intensify publicity to raise public awareness of rights protection

Carry out financial consumption education in the daily financial activities of financial consumers, increase financial publicity to the public, improve the overall financial level of all citizens, improve financial knowledge and risk prevention awareness of financial consumers, and enhance their self-protection ability. Summary of financial consumer activities 2

The purpose of this activity is to deepen investors' awareness of rights and interests, promote multi-channel communication and service methods, and help investors understand their own rights and interests and deal with various uncertain and unstable factors in the big environment steadily. In early March, we sent two related articles to our customers through official WeChat, which were entitled "Advocating investors' rights and interests to build a harmonious investment environment (Part I)" and "Advocating investors' rights and interests to build a harmonious investment environment (Part II)". The first article outlines the relevant laws and regulations of the industry, the rights and interests of members of the Bank of China, the qualifications of qualified investors, matters needing attention during the fundraising period, the obligations of private fund managers, and the risk precautions, so that investors can understand their own rights and interests and related industry norms in a multi-dimensional way and provide reference for the subsequent financial investment behavior. The last article discusses what innovative measures can create a harmonious and stable investment environment for investors, and briefly expounds the relevant strong measures made by industry regulators in this regard and the various self-discipline mechanisms and service systems established by our company to protect customers' rights and interests.

in response to the arrival of "March 15th" International Consumer Rights Day and adhering to the concept of sincere service, we specially launched the activity of "Answering Investors' Rights Hotline on March 15th". The early warm-up SMS and the release of the official micro-notice have made customers make appointments in advance, so on March 15, * * * received more than 5 calls from customers. From 9: 8 in the morning, the six hotline seats in the customer service center kept ringing, and the ringing was crisp, pleasant, harmonious and overflowing. Enthusiastic calls from customers, real answers from the seats, and constant exchanges of ideas and feelings. Among them, there are inquiries about product net value and product investment; Consulting company strategy, disclosure methods, and so on, we have made corresponding answers, and also informed the relevant information query channels. At the same time, in the face of some customers' high-quality suggestions, we will also humbly adopt and immediately formulate targeted improvement plans. I hope that in the near future, we can let our customers see many obvious changes, and this change comes from your valuable suggestions. In addition, what makes us most gratified is that some customers called to say that they have benefited a lot from the two articles pushed by the official micro-blog in the early stage, which not only increased their knowledge of rights and interests in financial management, but also learned about our comprehensive and efficient service model. Here, I would also like to congratulate 1 customers who have been selected as lucky calls. A small gift is coming to you! (The list has been published to your exclusive financial planner. If you have any questions, please call the national customer service hotline.)

The "March 15th" Customer Rights Day in sea silver wealth has been successfully concluded, and we would like to thank our customers for their trust and affirmation and their support and understanding! New and old customers are also very welcome to call to keep abreast of the latest progress of our bank and the constantly updated service methods! We will also release information or content in a timely manner through various channels simultaneously. At the same time, we will join hands with the top team in the industry to establish a continuous cooperative relationship, and constantly upgrade ourselves to protect investors with a more professional and rigorous attitude!

following the "March 15th" customer rights day, we will launch a series of similar activities to enhance customers' sense of ownership, enhance customer experience and create a comfortable, caring and reassuring investment atmosphere for customers. At the same time, we also hope that more customers can participate, because the growth of Haiyin cannot be separated from your support, your encouragement and your sincere "voice"! We will continue to give full play to our own advantages, integrate high-quality resources, establish and improve the service mechanism, and strive to provide the best financial services for the vast number of Haiyin customers! Summary of financial consumer activities 3

I. Work deployment

After receiving the notice, the Bank immediately convened a meeting of relevant departments to make arrangements for the protection of financial consumers' rights and interests, and set up a working group on the protection of financial consumers' rights and interests, with the president of the branch as the team leader and the staff of the marketing department and business department as the team members, to be responsible for the organization, promotion, supervision and inspection of the protection of financial consumers' rights and interests in the business outlets. And actively connect with the county government and county consumers' associations, and take advantage of the opportunity of "3.15 International Consumer Rights Day" in Jinzhai County to set up a publicity and consultation platform on the spot to expand the publicity scope and achieve better publicity results. On the day of the activity, we actively publicized financial knowledge in combination with daily financial services and marketing work, especially for middle-aged and elderly customers and people with low education. At the same time, we will focus on publicizing and promoting the convenient and diversified financial services and innovative products provided by the Bank. On this basis, we will introduce the current charging policy of the Bank to the consumer groups who have reached a certain level of awareness of financial services, guide customers to rationally choose banking services, strengthen risk awareness, and let customers learn the knowledge of financial consumer rights and interests to the maximum extent, and understand their own rights and interests.

II. Publicity of activities

1. Publicity of outlets

The Bank announced the specialized institutions, complaint methods, complaint handling procedures and other matters that the Bank accepted complaints from financial consumers in a prominent position in its business outlets. And set up a working account for handling financial consumer complaints in the sub-branch, track the handling results at all times and accept the supervision of financial consumers. Summarize and sort out the opinions and suggestions put forward by financial consumers, and rectify and optimize the problems that put forward more suggestions. Secondly, the Bank promotes financial knowledge through various business publicity channels, including banners, big screens, brochures and other forms. Post posters and distribute leaflets at business outlets to raise customers' awareness of safe card use.

2. On-the-spot publicity

On March 15th, at 8:-11:3 a.m., employees of our bank came to the activity site of the International Consumer Rights Day on March 15th, and set up an outdoor "Publicity Desk for Popularizing Financial Knowledge", and put up the banner of "Protecting the Rights and Interests of Financial Consumers and Providing Quality Financial Services", and at the same time put up a manual on telecom fraud risk prevention, bank card use, wealth management products, mortgage loans and so on.

in addition to the financial knowledge leaflets on "preventing financial risks", "bank cards" and "personal finance", the activity site also prepared the knowledge leaflets on preventing telecom fraud, cards, publicity posters, currency anti-counterfeiting knowledge brochures and publicity leaflets on preventing illegal fund-raising. In view of the fact that many middle-aged and elderly customers are not alert to the modus operandi of various fraudsters, and at the same time, they are vague about the concepts of various products, so when introducing the publicity content in detail, our employees mainly introduce the contents in the publicity leaflet, and also remind customers to read carefully and pay more attention to relevant knowledge at ordinary times. Vivid case explanations and exquisite and beneficial leaflets all made customers deeply feel the service enthusiasm of our staff at the event site, which narrowed the relationship with consumers and consolidated our brand image in Jinzhai.

after a day of promotional activities, our bank * * * distributed more than 2, copies of promotional materials such as "personal financial management", "financial risk prevention" and "bank card" as well as our anti-counterfeiting and fraud prevention to customers, and received more than 7 customers, and passed on the necessary financial knowledge and skills to consumers in an easy-to-understand way, which fully demonstrated the dedication of Huishang Bank.

III. Existing Problems and Suggestions

Although this activity has achieved good results, there are still some problems. For example, some bank staff lack service awareness in this area, so there is a certain gap with the expected results; Lack of effective incentive mechanism. In view of these problems, on the one hand, we need to strengthen the service awareness training of employees, and emphasize the importance of safeguarding the interests of financial consumers ideologically, so that employees can realize the significance of this work; On the other hand, formulate certain incentive policies to encourage employees who have made outstanding contributions in this regard. In addition, with the continuous development of business and the increasing types of financial products, the Bank needs to actively innovate its business model. This can not only stimulate personal financial consumption, but also bring more thoughts on the protection of financial consumers' rights and interests. Therefore, it is necessary to actively expand the field of financial consumer protection and continuously increase the protection of consumers' rights and interests. According to the products and services purchased by customers, the Bank should contact them regularly to fully remind them of the risks of their products and ask them about their satisfaction with our business. Summary of financial consumer activities 4

In order to further strengthen the education of financial consumers' risk responsibility awareness, guide them to spend rationally, protect their legitimate rights and interests, and give full play to the important role of Minsheng Bank in improving the public's financial quality, promoting the construction of financial ecology, and serving the people's lives, on the occasion of "March 15th Consumer Rights Protection Day", the business department of Minsheng Bank took active actions with the theme of "rights, responsibilities and risks". We made use of WeChat public platform, 74 business outlets and 132 community sub-branches to publicize the protection of consumers' rights and interests, and * * * distributed 16, promotional materials, making efforts to safeguard financial consumers' rights and interests, popularize financial knowledge and strengthen customers' awareness of risk responsibility.

during the activity, the business department of Minsheng Bank Head Office hung banners and distributed folding pages in the business halls of various outlets, distributed materials in densely populated areas, answered customers' daily financial consumption questions on the spot, and publicized and popularized financial knowledge.

There is a "public education service area" in the lobby of each business outlet, where consumer rights protection publicity materials such as Financial Knowledge Popularization Reader, Banking Service Reader and Banking Employees Consumer Rights Protection Reader are placed for customers' convenience.

set up an artificial publicity desk for "financial knowledge" in business outlets, actively publicize credit card safety, credit card risk prevention, online banking safe payment and other contents, and provide consultation to the public. In the lobby manager desk, there is a "charge"