Financial management to develop customers' channels

There are many customers who develop financial management. Here are the channels I have compiled for you to develop financial management customers. Welcome to read!

channels for financial management to develop customers

1. Preparation work

1. Understand the attributes of products and the advantages of the company's products over other products: experts with industry authority take the seat and provide one-on-one expert guidance. Most companies only provide SMS, QQ reminder and other services.

2. Understand the account opening process

3. Understand the company and the services that the company can provide to customers: professional information, market conditions, operational suggestions and technical guidance.

4. Understand the services that banks can provide: responsible for opening accounts and providing trading software

5. Understand the source of customer groups: network, partners (acquaintances), databases and banks

2. Main marketing channels

1. Network marketing: developing customers through the network

2. Strategic partner marketing: through franchisees. Intermediaries develop customers

3. Database marketing: after the background resources are fully utilized, customers are developed to market through other customer data databases

4. Bank channel marketing: banks are our important partners and one of our main channels for developing customers

3. Channels for developing customers

1. Acquaintance introduction: acquaintances and friends of related products are introduced, and customers are introduced to realize resources by taking advantage of their own products. Remember, treat customers with integrity, so that they can have sustainable development

2. Telemarketing: 1) Be prepared for rejection and find the entry point of sales promotion through conversation, which takes a long time to develop, but the customer's loyalty is high; 2) Write daily follow-up records, especially the records of key news; 3) Look for breakthrough points when you follow up again; 4) Pay attention to the customer's resistance points: resist you and resist products. Or resist your way of speaking

3. Network development: 1) Join many related QQ groups as investors; 2) Blog, Weibo, Space, promote the product itself and related investment information; 3) Post in the forum, and develop your own QQ 4 search engine: use portal websites such as baidu Know, Google and sina to ask questions or answer questions. But remember to leave your own QQ, and leave out the key questions when answering, so that customers can look for you

4. Channel development such as intermediaries and agents,

Simple and rude ways to develop customer channels for financial management

Grab customers directly from companies in the same industry. Zhaopin Recruitment lists the distribution of a number of companies that are doing very well in the industry. For example, there may be 1 P2P companies in Building A, and collect some of these companies.

usually at this time, the salesman will take the initiative to tell us what afternoon they have a financial salon meeting to attend. We can go and listen to their financial salon.

There are many benefits:

1) Learn their products and words;

2) In the process, you can basically tell which customer is interested;

3) remember to exchange contact information with customers whenever you have the opportunity;

4) if you don't have a chance, just leave early before the end of the meeting and go downstairs to the company? .

If you don't want to listen to it, you can just wander around the downstairs of their company. At the front desk on the first floor, someone will ask how to get to a certain company. These are the customers invited by their company.

If you wander around the downstairs of such a financial building, you will meet potential customers every day. The customers here are at least Class B and Class A, but many of them have already been sold in this company. But we are not afraid of being rejected. Let's squeeze into their purchasing sequence first and act as the price grindstone for Party A..

Insurance companies often say that the proportion of family assets and eggs can't be put in one basket, and it's the same for these customers who invest in other companies. Proportioning will spread risks! Hehe, are you familiar with this kind of speech, buddy?

B, keep an eye on those who let go.

Those who set them free are very rich, but if you win such a customer, don't even think about it. You'd better know some Buddhism, otherwise there is no basis for communication. Every big city has relatively concentrated release areas, rivers, reservoirs, mountains and other places. You often go to these places on weekends, and you may get unexpected gains. Why don't you work hard?

C. used car market.

these people make more short-term investments. It is easier for a used car maker to make a deal with Xiali than Land Rover. Land Rover is not easy to sell, and rich people buy second-hand Land Rover? Just kidding!

find the owner! This is your advantage. If you know the car, you can talk to all the sellers and buyers, which is one of our specialties!