Is it difficult for financial practitioners to expand online exhibition industry? Jin Yilian helps you!

The sudden outbreak of COVID-19 has disrupted the rhythm of the Spring Festival holiday and the plans of financial institutions to return to work after the holiday.

Since February 3, financial institutions have entered the state of returning to work. For the sake of epidemic prevention and control, most financial institutions still adopt the strategy of "telecommuting mainly, supplemented by on-site office" except for some businesses that need to be handled at the counter. The sudden change of working mode makes many people feel uncomfortable. Although working from home, it can't affect the quality and progress of work. Jin Yilian shares three hard-core skills in the online exhibition industry, and changing the thinking of the exhibition industry may help you achieve overtaking in corners!

1, embrace social platform traffic, where are the customers, where will you go?

In the days when it is impossible to develop offline, all financial managers are thinking about one thing: where to find customers? QuestMobile data shows that under the influence of the epidemic, the total daily usage time of users in the whole network has increased from 65,438+1October 23rd, from the original 5 billion hours to 6 1. 1 billion hours. Tik Tok's daily life is 400 million, WeChat's daily life is 654.38+0 billion, and Baidu App's daily life is 205 million ... The COVID-19 epidemic has attracted the attention of the whole country, and people actively responded to the national call to stay indoors and take active protection, which has brought users more active online behavior. At this point, the financial manager should do: where the customer is, the service will follow. For example, financial managers can start live broadcast on short video platforms to popularize financial management knowledge; Moving the offline production conference to the WeChat community and preaching products ... Making full use of the social platform for drainage will bring you unexpected surprises.

2. Master online exhibition skills.

The online convention and exhibition industry is not only a change in service channels, but also a change in service methods. The offline service skills skillfully used in the past are difficult to work, and mastering online display skills has become the key to serving customers well. 1、? In the extraordinary period of caring about and downplaying the marketing color, financial managers need to communicate well from the customer's point of view so as not to cause discomfort to customers. When there are many customers with different familiarity and customer recognition, the most conservative approach is to dilute the marketing color, and the communication skills are mostly cut in with care and greetings, indicating online attitude and service willingness. 2、? Maintaining online publicity Online publicity is mainly because financial managers use channels such as friends circle and WeChat group to display their products. During the epidemic, social channels became the only channel for financial managers to keep in touch with customers. It is difficult for customers to get the latest information from offline channels, and financial managers must be timely and fully covered, so that customers can find "online" financial managers with "good products" in time when needed. 3、? Continue to deliver value and show professional strength.

The essence of financial services is to create value for customers, and the premise for customers to choose services is to recognize your professional ability. Therefore, delivering value to customers is an indispensable skill.

During the epidemic, the stock market fluctuated greatly, and insurance products received unprecedented attention. Taking this opportunity, the wealth management manager can help customers sort out asset allocation, provide optimization suggestions and show the strength of professional services. 4、? Analysis of customer behavior, mining real demand, customer demand is not all explicit, but more implicit demand and unknown demand. For offline services, financial managers can try to figure out the details such as language, body movements and facial expressions suggested by customers. In online services, customer needs are often hidden in online behavior data such as purchase records, holding products, clicking and browsing actions. Financial managers need to make full use of big data analysis to discover the real needs of customers.

3. Make good use of financial technology tools.

As the saying goes, if you want to do a good job, you must sharpen your tools first! In the process of remote marketing display, skilled use of financial technology tools can make the work get twice the result with half the effort. You can get 100% technical support for the marketing presentation skills shared above in Jin Yilian APP.

Multi-platform connection

Jin Yilian can connect with many social platforms such as WeChat, Baidu and Toutiao, and use social traffic to bring omni-channel opportunities to enterprises and individuals. Multi-platform applet service notification to enhance customer perception.

Online consultation: Through the work order engine system, the financial manager can provide real-time online professional services for customers and truly realize the customer experience of "services at your fingertips".

Get customers online: "Personal Studio" can help financial managers create personal homepages where they can express their opinions, recommend products and publish activities. By continuously delivering value to customers, accumulating popularity and creating a private traffic pool. Marketing posters, forwarding assistants, smart business cards and other tools provide rich online marketing ammunition for financial managers.

Intelligent analysis: mine users' interest tendency and investment preference from user behavior data, score the matching degree of target users, and provide sales forecast for employees. Take marketing as the goal and improve sales efficiency.

After this epidemic, it fully embodies the irreplaceable ability of "online marketing exhibition" in the financial industry, and the current "online exhibition" model is accelerating to replace the "traditional exhibition" model. Standing at the turning point of the times, both enterprises and individuals should seize the new opportunity of "online financial services" and stand at a new starting point of digital marketing.

Jin Yilian is a new generation of SaaS-level SCRM. Converging Internet technologies to provide solutions for new retail scenarios in the financial sector. Use social, mobile office and big data systems to empower enterprises to transform into digital operating institutions and achieve large-scale growth in performance.

During the epidemic, Jin Yilian provided free software services for institutions and individuals. With the help of financial technology, we will help financial institutions to steadily promote foreign exhibition industry and internal management cooperation, * * * serve customers well, and join hands with * * * to turn crises into opportunities!