Bank activity plan (4 selected articles)

Bank activity plan (4 selected articles)

In order to ensure the successful implementation of an activity, it is often necessary to prepare an activity plan in advance, which is formulated for an activity, including detailed rules and steps for the implementation of specific actions. So how to make a scientific activity plan? The following is a bank activity plan (4 selected articles) compiled by me for you, hoping to help you.

I. Theme of the event: "Golden Autumn Marketing"

With the theme of "Golden Autumn Marketing", this activity aims to express our sincere desire to share our efforts with high school and mass customers and create a better future together, and to spread our business philosophy of focusing on customers and striving to achieve "win-win" between banks and customers. On this basis, banks can refine the main "selling points" of activities into sub-topics according to the characteristics of their own activities.

2. Activity time: 20XX-65438 September 26th+10/October 30th 3 1.

Third, the purpose of the activity:

Taking Mid-Autumn Festival and National Day as the tipping point, focusing on personal high-end customers and cardholders, focusing on consolidating and developing customers, promoting the use of savings cards and increasing the handling fee of Express Huitong, focusing on expanding the shopping, tourism, catering, entertainment markets and related markets, while expanding product coverage, promoting the multi-frequency and multi-variety use of customers and promoting the all-round development of personal banking business; At the same time, through the promotion of "Golden Autumn Marketing", we will establish the brand social image of our bank, enhance customers' knowledge and feelings about our three-level personal financial services (VIP service, community service and self-service), improve the distribution efficiency of electronic channels and effectively improve business performance.

Four. Activity content

Activities mainly include the following contents:

(1) "Happy Delivery of Golden Autumn Marketing Products" promotional gifts.

In order to encourage cardholders to spend by credit card and pay without paper, promote the rapid growth of various business volumes of bank cards and self-service devices, maintain and enhance the competitive advantage of Express Huitong business, and promote the sustained and rapid development of remittance business, the following preferential promotions and gifts are specially carried out:

1. "Golden Autumn Marketing. Self-service and gifts "

(1) During the activity, customers who pay twice on the self-service equipment in the province with our savings card can exchange the payment voucher and deposit and withdrawal voucher for a gift worth 200 yuan at their local business outlets. First come, first served, until it is delivered. The voucher must be the payment voucher of the same savings card. After the gift exchange, we will take back the payment voucher.

(2) Customers who sign the payment agreement during the activity can get a gift worth 200 yuan. sign a contract

Send it immediately, one for each household, first come, first served, until it is delivered.

The event gifts are purchased by the bank itself.

2. "Golden Autumn Marketing. Kaqing Double Festival "

(1) During the activity, the annual fee of the current year is exempted when applying for the card.

(2) If the credit card consumption reaches a certain standard, you can use the POS documents and bank cards of consumer transactions to collect the gifts of the corresponding standard at the designated place of the local CCB until the consumption is finished.

Spend more than 1000 yuan (inclusive) and give gifts with a value of 100 yuan;

Spending more than 5,000 yuan (inclusive) by credit card, giving away the value of 150 yuan gift;

Credit card spending 10000 yuan (inclusive) or more, giving gifts of 200 yuan value;

Spend more than 20,000 yuan (inclusive) by swiping the card, and give gifts worth 300 yuan;

Gifts should fully cater to customers' psychology of holiday leisure shopping. Suggestions for spending less than 5,000 yuan by credit card include zoo tickets, park tickets, and packages of fast food restaurants with elegant dining environment such as McDonald's around shopping malls. These are all set by the bank itself.

Banks should actively screen 3-4 special merchants with large consumption transactions, such as large shopping malls, high-end hotels and restaurants, according to local actual conditions, and take the form of on-site gifts to customers whose consumption reaches the standard that day to enhance the sensational effect of the event.

As the activity lasts for more than one month, banks should reasonably arrange the rhythm of gift delivery, determine the number of gifts of various grades every day, and deliver the gifts on the same day; At the same time, banks should actively give gifts to customers with different cards.

3. "Golden Autumn Marketing. Express Huitong preferential broadcast "

During the activity, the remittance fee for express Huitong was reduced by 20%.

(2) "Golden Autumn Marketing. Products happy to send "outlets, to carry out silver-haired products display and quality service activities.

Take the business outlets as the unit to carry out the "Golden Autumn Marketing, Happy Products Delivery" quality service and individual silver product display activities. These activities mainly include:

1. Hang publicity banners at business outlets, and post and place marketing activity posters and activity leaflets of provincial branches (issued recently) to attract customers' attention with novel and rich visual appeal.

2. Tellers in outlets wear work badges uniformly, which increases the affinity of employees and highlights the warm and cordial service image of our employees.

3. During the activity, outlets should set up special publicity information desk and be equipped with storage guide, strengthen dynamic publicity, guide customers to handle ordinary deposit and withdrawal and payment business through self-service channels provided by banks, and actively do related exchange work.

4. Actively carry out high-quality service of outlets, improve the service quality of counters of express Huitong and other businesses, strengthen the communication between counter personnel and customers, and effectively enhance the service image of outlets.

5. Do a good job in providing customers with green channel services, provide preferential services to customers in strict accordance with relevant requirements, and create a good holiday service environment for customers.

(3) "Golden Autumn Marketing. Happy delivery "community activities.

1. Expand the penetration of community marketing, close community relations, and steadily promote community marketing as planned.

Seize the favorable opportunity of Mid-Autumn Festival and National Day, carry out the community marketing activities of "Golden Autumn Marketing, Happy Delivery of Products", and steadily promote the second phase of community marketing. Through the close combination of excellent service, outdoor exhibition, community finance class and community publicity of marketing team, the image of community service will be established in an all-round way, the connection between community financial service outlets and target communities will be strengthened, the feelings between outlets and community customers will be brought closer, and community marketing will be steadily promoted.

2. Determine the target customers of the community, actively expand the relevant business volume in combination with the promotion content of the activity, and effectively improve the business performance of community marketing.

(1) Actively expand express Huitong business.

9, June 5438+ 10, during the enrollment period of students or freshmen in senior high schools, banks can carry out marketing activities to enjoy remittance discounts with student ID cards or admission notices to attract student customers and expand the market business of educational organizations; For people with high remittance frequency in cities, such as business people and migrant workers in commercial communities, actively carry out community marketing activities to improve the effectiveness of marketing activities; For large remittance companies with potential and national and trans-regional enterprises with demand for paying wages in different places, banks can conduct one-to-one marketing through public-private linkage, and strive for batch remittance services such as paying wages in different places.

(2) Effectively promote personal savings deposit business.

In September and June, 5438+ 10, the target communities of personal deposits should be identified as campus communities and wholesale markets, so as to effectively grasp the seasonal characteristics of students' tuition fees and frequent business contacts and vigorously absorb savings deposits. Seize the business opportunity of the National Day stock market closed, focus on marketing "personal notice deposit", seize the opportunity of freshmen to enter school, and focus on marketing "education savings deposit". In marketing propaganda, we should pay attention to the innovative advantages of our notice deposit assistant and education deposit only twice. During the National Day, banks should make good arrangements. During the activity, banks should arrange special personnel to be on duty to properly handle customer complaints or meet customers' special needs.

(3) Effectively develop personal car loan business and various personal consumer credit businesses.

During the activity, banks should strengthen the publicity and marketing of automobile consumption credit and personal consumption credit business of our bank in commercial communities such as automobile distribution market, home appliance wholesale market and house decoration market. Strengthen the marketing of high-end customers and promote the cooperation of car purchase service for group customers; At the same time, we will strengthen communication and cooperation with PICC P&C company and automobile dealers, increase the expansion of the group's customer resources, and promote the steady growth of personal automobile loan business.

During the activity, banks should speed up the efficiency of business acceptance and approval, and strive to provide convenient and efficient services to customers on the basis of standardized operation.

(D) "Golden Autumn Marketing. Happy delivery "activity.

Taking this activity as the breakthrough point, through the establishment of the customer return visit system, we can understand the customer's holiday needs, make full use of the service functions of the cooperative units, and provide customers with all-round VIP value-added services; At the same time, we should seize the favorable opportunity that high-end customers have leisure to consider personal or family financial planning during the "October 1" period, and launch personal financial services to high-end customers to further enhance the attractiveness of Ledangjia financial services. The main contents are:

During the 1. activities, banks will send holiday cards made by provincial branches to customers by letter or manual delivery, and prepare a certain amount of gifts at the same time. Gift bags are uniformly produced and distributed by provincial branches, and gifts are provided by banks.

2. Cooperate with local high-end cooperative institutions in catering, entertainment and other industries to provide discounts for customers who hold my card during the event; Joint airports, stations and other transportation departments provide VIP services to customers.

3. During the National Day, customers go out more, and banks should ensure the normal operation of wealth management centers, wealth management counters and customer-specific windows; At the same time, organize business outlets, personal loan centers and other operating institutions to effectively implement customer green channel services and various preferential services to create a good holiday service environment for customers; In addition, we should cooperate closely and strictly implement the standard of "roaming service" to ensure that V customers of the head office can get special services all over the country and honor brand promise. This is the music owner.

Verb (abbreviation for verb) activity target

Through this series of activities, our personal banking business strives to achieve the following objectives in June+10, 5438:

1. The number of new customers exceeded the best level in the same period in history, the customer structure was improved and the quality was further improved;

2. The social popularity and utilization rate of the card have been further improved. Compared with the same period last year and September this year, the volume of credit card consumption transactions increased significantly in that month, and the proportion of peers increased on the basis of September;

3. The competitive advantage of Express Huitong has been consolidated and improved, which has promoted the sustained and rapid development of the business, and the fee income has increased to the best level in the same period in history;

4. The transaction volume of agency business such as self-service equipment deposit and withdrawal increased by 10% compared with September.

5. Successfully complete various business indicators.

I. Activity time

New Year's red envelopes and citizen's paper money are converted into paper money. As the Spring Festival is approaching, in order to send out red envelopes wrapped with new tickets during the festival, the number of citizens who go to the bank to change new banknotes has increased significantly. Taking this opportunity, 30 days before the Spring Festival and 0/5 days after the Spring Festival will be used for activities promotion, customer card opening and customer service, and during this period, the staff of the branch will be trained, including details such as the use of online banking and mobile banking and matters needing attention. Focus on promoting the use of online banking and mobile banking for young customers, let them apply for rural commercial bank cards, and at the same time open online banking and mobile banking related services for young customers.

Second, the purpose and significance of the activity

The so-called peak season marketing refers to the marketing conducted by commercial banks in a specific period (such as Spring Festival, May Day, etc.). ), taking advantage of the relatively concentrated market financial resources, increase marketing efforts, so that its business can achieve extraordinary development in a short time, thus occupying a larger market share. As a business strategy of banking institutions at all levels, peak season marketing can play an important role in promoting the rapid growth of banking business.

We should cultivate a group of loyal customers after the peak season marketing. Most consumers' requirements for banks are better looking, faster and safer. Most consumers' requirements for banks are better looking, faster and safer. The most ideal way is to divert retail investors by constantly improving the related functions of ATM, online banking, especially mobile banking, so as to achieve the effect of efficient service. The most important thing is to constantly meet the needs of users, improve user satisfaction, and maintain user satisfaction and loyalty to rural commercial banks.

The key point is to continuously strengthen the functions of bank ATM, online banking and mobile banking to meet the growing needs of customers. First, ATM strengthens the security of related deposit and withdrawal services and withdrawals; Second, online banking focuses on strengthening the connection with relevant mainstream shopping websites. For example, if you use a rural commercial bank to pay online, you can't find a payment method, and you have to let customers rely on other banks, which is not conducive to cultivating customer service loyalty and dependence; Third, with the gradual popularization of smart phones, it is especially necessary to strengthen the publicity of mobile banking functions so that users can handle related businesses anytime and anywhere. At the same time, through this activity, users can know that mobile banking can transfer money and switch between fixed and current accounts, and gradually improve the relevant details of water, electricity and telephone charges in Chongqing, so that customer service can pay related fees through mobile phones without leaving home. Fourth, gradually improve the operation page of mobile banking, so that users can experience the quick entry service; Gradually improve the function that mobile banking can transfer money anytime and anywhere, not limited to the function that can't transfer money after 4: 30 pm, such as Alipay related functions, which can transfer money anytime and anywhere and will arrive soon; The fifth is to improve the mobile app software of Chongqing Rural Commercial Bank, and strengthen the publicity of mobile app of rural commercial bank to meet the relevant needs of users.

Third, the venue.

Relevant merchants in each street and town of the sub-branch, relevant departments in each street and town, and relevant personnel of government agencies and institutions in each county.

Fourth, the implementation plan

Visit relevant merchants, relevant departments, district and county organs and institutions to register customer information by using door-to-door services such as "wrapping red envelopes during the New Year and changing banknotes for citizens". Branch employees hold "new"

I. Activity time

20XX 10 year1October 9th.

Two. Name and theme of the activity

Chongyang Thanksgiving season, with filial piety as the core.

Third, the object of the activity

Unionpay cardholder

Four. Activity content

(1) 6.2 yuan has seen all the blockbusters.

During the event, UnionPay cardholders can snap up 654.38+0.3 million popular movie tickets nationwide in 6.2 yuan/piece, on a first-come-first-served basis.

(2) Keep exciting and enjoy surprises with electronic cash.

20XX 65438+200810.9, use UnionPay IC card e-cash to buy a large cup of coffee worth 33 yuan at Pacific Coffee, and only need 6.2 yuan/cup; Watching movies (including 3D) in Wanzhong Studios Jie Fangbei Store only requires 6.2 yuan/film, and the quantity is limited, on a first-come-first-served basis, while stocks last.

(3) Wedding banquets and food discounts continue.

During the activity, UnionPay cardholders can download coupons through UnionPay wallet, and enjoy 62% discount and 62 yuan reduction when spending money at designated restaurants (full dessert, Chongqing, Ali and ed, cousin, odd hot pot, etc.). ), and then use the UnionPay IC card to enjoy the discount.

(4) Respect elders, make concessions and buy gifts.

During the event, UnionPay cardholders can download coupons through UnionPay wallets and enjoy the full amount of UnionPay cards (card number starts with 62) at shopping merchants (Wal-Mart, Trust-Mart, Watsons, Wanning Supermarket, king of the children, Trust-Mart, etc.). ) and health merchants (American University Health Examination Center). Use UnionPay IC card to fold the card and enjoy the discount. Limited quantity, first come, first served. Details are as follows:

(5) UnionPay invites you to give gifts to your parents. Wechat interactive sharing activities.

During the period from September 17 to1October 2 18 of 20XX, UnionPay cardholders can win the following prizes by participating in UnionPay's invitation to open gifts for their parents:

Award 1: UnionPay Mini Payment Terminal (***62)

Award 2: Online VIP service for private doctors (***500)

Award 3: Chongyang filial piety insurance (*** 15000, with a maximum coverage of 65,438+10,000 yuan)

(6) Detailed rules for participation in activities:

(1) Every WeChat user has a chance to win prizes when participating in the activity.

(2) During the activity, each WeChat user has only one lucky draw opportunity. After winning the prize, you need to forward the winning page to your circle of friends. Fill in the contact information after the praise, which is convenient for receiving the prize. After receiving the prize 15 working days, the cardholder will receive the prize in kind or SMS, and start related services.

(3) Users participating in the activity must register and log in to UnionPay wallet account to enjoy the gift.

(4) If the number of places is full, the number of prizes per day will be * * *.

(5) If the cardholder fills in the wrong contact information (including failing to fill in the information as prompted), resulting in the failure to collect the prize or the normal realization of the prize rights, UnionPay will not bear the relevant responsibilities.

I. Theme of the event:

Welcome "March 8th" real feedback.

In order to give back to new and old customers for their long-term support to our bank, our bank held a sincere feedback activity to welcome March 8th.

Take this activity to enhance the brand awareness of the whole bank, improve the service level, win a good reputation, and lay a solid foundation for the sub-branch to complete the tasks in the first quarter and the whole year of xx.

Two. Purpose of the activity: Through this activity, the banking business strives to achieve the following objectives at the beginning of xx:

1. The number of new customers exceeded the best level in the same period in history, the customer structure was improved and the quality was further improved.

2. The balance of savings increased by 3 million yuan, the activation rate of online banking reached 50%, and wealth management sales increased by 200,000 yuan year-on-year.

3. Successfully complete various business indicators.

Third, the activity time:

March 5, xx-March 8, XX

Four. Target audience:

All customers who hold our bank cards and passbooks and new account opening customers.

Verb (short for verb) activity:

During the 1. activity, all customers who apply for time deposit in our bank will get a gift to welcome the "March 8" real feedback activity.

2. During the event, in order to celebrate Women's Day on March 8th, the bank launched two wealth management products specially designed for lesbians: 153-day 77 wealth management bonds, with an annualized yield of 5.15%; 83 wealth bonds with an annualized rate of return of 5.4% in 365 days; All high returns, waiting for you to participate.

Six, the establishment of the activity leading group

Division of labor: During the activity, the tellers in the outlets wear work badges in a unified way, which increases the affinity of employees and highlights the warm and cordial service image of our employees.

Xx is responsible for uniformly hanging propaganda banners and exhibition boards at outlets; Wu Xiaoming is mainly responsible for guiding the publicity information desk of outlets, guiding customers to participate in activities in an orderly manner, and actively doing a good job in collecting prizes; Feng is mainly responsible for the reception and service of corporate customers, actively guiding corporate customers, recording their basic information, guiding corporate customers to participate in activities in an orderly manner, and actively collecting gifts from corporate customers.

On the same day, the front desk business personnel actively carried out the quality service of outlets, improved the service quality of counter business, guided customers well, and effectively improved the service image of outlets.

Off-duty staff, one is responsible for the reception at the door, guiding VIP customers and providing green channel services.

The other is responsible for distributing gifts and backstage services.

Credit personnel at outlets should make recommendations to credit customers respectively and actively participate in our activities.

Seven. Implementation arrangement

1. The lobby manager should do a good job in the early publicity of the business hall.

Specific requirements: the lobby manager wears ribbons to publicize and guide customers in the lobby.

The wealth management manager wears ribbons to publicize and explain wealth management products to customers waiting for business in the lobby.

2. Contact the personal business department of the city branch, build a short message publicity platform by using the information base, and inform our social security IC card customers by short message.

Specific requirements: Contact An Bin, Personal Business Department, and use SMS platform to send promotional messages to ic social security card customers.

3. Off-duty personnel conduct door-to-door publicity for each unit every day.

Specific requirements: the sales staff are divided into two groups, and the assistant to the president will bring off-duty staff into the unit every day to promote our products and issue business cards.

Eight, award setting:

Brand toiletries, cosmetics and other female products.

During the activity, all those who come to participate in the "Welcome March 8th" real feedback activity organized by our bank will be given gifts.