Section 2 Theme of Bank Insurance Marketing Activities

The theme of bank insurance marketing activities in the second quarter, in order to ensure that the work or things can be carried out in an orderly manner, we will customize the content of the plan in advance. Marketing is a good channel to expand customers, but a good theme will also become the key to attract customers.

Section 2 Theme of Bank Insurance Marketing 1 1. 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 and create a better future with high school and mass customers, and spread our customer-centered personal banking business.

Committed to the realization of Yin Ke's "win-win" business philosophy. On this basis, banks can refine the main "selling points" of activities into sub-topics according to the characteristics of their own activities.

Two. Activity time: _ _ _ _ _ _ _ _ _ _ _.

Third, the purpose of the activity:

Taking Mid-Autumn Festival and National Day as the tipping point, focusing on individual high school customers and cardholders, we will consolidate and develop customers and promote the use of savings cards.

The main goal is to increase the income of intermediary business such as express delivery service fees, focus on expanding the shopping, tourism, catering, entertainment markets and related markets, and at the same time expand product coverage to promote customers' multi-frequency and multi-variety use.

Promote the all-round development of personal banking business, establish the brand social image of the Bank through the promotion of "Golden Autumn Marketing", and improve the three-level personal financial services (services, community services,

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 equipment, maintain and enhance the competitive advantage of express Huitong business, and promote the sustained and rapid development of remittance business,

Specially carry out the following promotional gifts:

"Golden Autumn Marketing Self-help Gifts"

During the activity, any customer who pays the second fee on the self-service equipment in the province with our savings card can exchange a gift worth RMB yuan at the local business outlets with the payment voucher and deposit and withdrawal voucher.

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.

Customers who sign the payment agreement during the event can get a gift worth RMB. Send it after signing the contract, one for each household, first come, first served, until it is delivered.

The event gifts are purchased by the bank itself.

"Golden Autumn Marketing Card Celebration"

During the activity, the application card is exempt from the annual fee of the year.

If the credit card consumption reaches a certain standard, you can receive the gift of the corresponding standard at the designated place of the local CCB with the consumption transaction documents and bank cards until the end.

Gifts with a value of RMB will be given if the credit card spending reaches RMB (inclusive) or above;

Gifts should fully cater to customers' psychology of leisure shopping during festivals. Suggestions for spending less than RMB by credit card include zoo tickets, park tickets, McDonald's around shopping malls and other fast food restaurant packages with elegant dining environment.

The specific details are determined by the banks.

Banks should actively choose a large shopping mall, high-end hotel, high-end restaurant and other special merchants with large consumption transactions according to local actual conditions, and take the form of on-site gifts to customers who meet the consumption standards that day.

The sensational effect of promotional activities.

Since the activity lasts for more than one month, banks should arrange the rhythm of gift delivery reasonably and determine the number of gifts delivered at all levels every day, and the gifts will be delivered on the same day; At the same time, banks should actively give gifts to customers with different cards.

"Golden Autumn Marketing Speed and Huitong Discount"

During the activity, the remittance fee for express Huitong will be reduced by%.

Two "Happy Delivery of Golden Autumn Marketing Products" outlets, a silver product display and quality service activities.

Take the business outlets as the unit to carry out the "Happy Delivery of Golden Autumn Marketing Products" quality service and the "One Product, One Silver" exhibition activities. These activities mainly include:

Publicity banners are hung uniformly in business outlets, and posters and leaflets of marketing activities of provincial branches are posted and placed (distributed recently), attracting customers' attention with novel and rich visual appeal.

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

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

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

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.

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 to carry out the community marketing activity of "Happy Delivery of Golden Autumn Marketing Products" and steadily promote the second phase of community marketing. Through community financial service outlets, quality services, outdoor exhibitions,

Community finance classes, marketing team community publicity and other aspects are closely combined to establish the image of bank community service in an all-round way and strengthen the connection between community financial service outlets and target communities.

Close the relationship between outlets and community customers, and steadily promote community marketing.

Combined with the promotion content, determine the target customers in the community, actively expand the relevant business volume, and effectively improve the business performance of community marketing.

Actively expand express Huitong business

Month is the peak time for students to enter school or report for new students. Banks can carry out marketing activities to enjoy remittance discounts with student ID cards or admission notices, attract student customer groups and expand the market business of educational communities.

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.

Effectively promote personal savings deposit business.

The target communities of monthly and monthly personal deposits should be determined as campus communities and wholesale markets, so as to effectively grasp the seasonal characteristics of students paying 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 entering school, focus on marketing "educational savings deposit", and pay attention to highlighting the wealth of our notice deposit assistant in marketing propaganda.

Educational savings can only be saved 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.

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, strengthen communication and cooperation with PICC P&C company and automobile dealers, and expand the group's customer resources.

Promote the steady growth of personal car 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.

(3) "Happy Autumn Delivery of Marketing Products" 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, seize high-end customers.

The "October 1st" period is a favorable opportunity to consider personal or family financial planning, and introduce personal financial services to high-end customers, further enhancing the attractiveness of Ledangjia financial services. main content

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

All banks offer gifts.

Cooperate with local high-end cooperative institutions in catering, entertainment and other industries to provide preferential treatment for customers holding our card during the event; Joint airports, stations and other transportation departments provide VIP services to customers.

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, the organization business outlets,

Operating institutions such as personal loan centers effectively implement green channel services and various preferential services for customers to create a good holiday service environment for customers; In addition, we should cooperate closely and strictly implement the "roaming service" standard.

Ensure that the customers of the head office can get special services nationwide, and honor brand promise, who is the master of music.

Four. moving target

Through this series of activities, our personal banking business in 1 month strives to achieve the following objectives:

The number of new customers has exceeded the historical level, the customer structure has been improved and the quality has been further improved;

The social popularity and usage 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.

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

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

Successfully completed various business indicators.

Section 2 Theme of Bank Insurance Marketing Activities 2. moving target

In order to thank customers for their long-term concern and support and further enhance our market influence, we held the following marketing activities with gratitude, striving to repay customers' trust.

Strive to enhance customer value, seek common development with customers and share creative achievements.

Second, the content of the activity

(a) to carry out the theme activities of "there is a big prize in savings, happiness and happiness".

1. Activity target: all deposit customers of the branch.

2. Activity time: July 1, 2065438-1October 3 1, 20 1.

3. Activity Rules: During the activity, all customers who come to our bank to handle the deposit business of RMB _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ At the end of the activity, 20 lucky customers were selected to get goods worth _ _ _ _ yuan respectively.

(two) to carry out the theme of "if the loan wins the prize, good luck will come day by day".

1. Activity target: all loan customers of the branch.

2. Activity time: July 1, 2065438-1October 3 1, 20 1.

3. Activity rules: During the activity, all customers who handle loan business in this branch are eligible for a lucky draw. At the end of the activity, 20 lucky customers were selected to get goods worth _ _ _ _ yuan respectively.

(three) to carry out the theme of "using electronic banking to get surprises and gifts"

1 Activity target: all corporate online banking, personal online banking and mobile banking customers of this branch.

2 Activity time: July 1, 2065438-1October 3 1, 20 1.

3 Activity Rules: During the activity, firstly, the corporate online banking customers of sub-branches use corporate online banking to complete more than 5 accounting transactions, and the accumulated amount reaches 6,543,800 yuan before they can participate in the lucky draw. At the end of the activity, 10 lucky customers were selected.

Get _ _ items worth RMB respectively. Second, the branch's personal online banking customers and mobile banking customers respectively completed more than five personal online banking and mobile banking bookkeeping transactions.

And each sum exceeds 200 yuan, you can participate in the lucky draw, and each person will get the following prizes: 20 first prize (personal online banking, mobile banking 10 users), and each person will get goods worth _ _ _ _ _ _.

500 second prize winners (250 individual online banking users and 250 mobile banking users) were given prepaid cards 100 yuan respectively.

Three. Activity arrangement

After the event, a lucky draw will be held in mid-June at 5438+065438+ 10. The lottery will be notarized by the notary department and randomly selected by the computer. Award-winning information will be announced in the business halls of branches and go to designated locations.

Four. Activity description

Within one month after the winners are announced, the customer's future designation of _ will be regarded as the customer's waiver.

Verb (abbreviation of verb) activity promotion

(1) Posters of this marketing activity are posted in all business outlets of the branch, and the activity information is displayed in a scrolling way through the led screen.

(2) The branch publicizes this marketing activity through TV, newspapers and other media.

(3) All branches and outlets of the branch answer customers' inquiries about this marketing activity.

The third theme of bank insurance marketing activities in the second quarter: to further strengthen bank services, continuously improve service efficiency, improve service level, shape the image of _ _ bank services, build the brand of _ _ bank services, and carry out various banking businesses with high-quality and efficient services.

According to the guiding spirit of the branch's service work this year and the arrangement of the branch, the branch decided to launch a civilized and high-quality service competition. The implementation plan of the activity is as follows:

I. Competition objectives

Through this activity, we will promote quality service, take advocating industry civilization and standardizing service as the core, take standardizing quality service standards as the guidance, and focus on establishing and improving scientific service management mechanism.

Enhance the service awareness of all staff, continuously improve the service level, create a characteristic service culture, establish and publicize advanced service models, create a first-class service team, cultivate a first-class service culture and create a first-class service brand.

Show the first-class industry image, enhance the service brand of Jilin Bank, create a "civilized and high-quality service year" and promote the business development of sub-branches.

Second, organize and lead.

In order to ensure the orderly progress of quality service, the sub-branch established a leading group for civilized quality service competition, whose members include:

Team leader: _ _

Deputy Team Leader: _ _ _ _ _ _

Member: _ _

Office of the leading group

Director: _ _

Deputy Director: _ _ _ _ _ _

Member: _ _

The specific work is organized and implemented by the office, and all departments give cooperation.

Three. Activity arrangement

Activities are divided into three stages: mobilization, implementation, summary and evaluation.

(1) Mobilization stage (March 16-March 25th).

1, organize learning mobilization activities. First, hold a meeting of middle-level cadres to study and implement the spirit of the "20-year civilized and high-quality service competition meeting" and convey it to every employee to form implementation materials.

The second is to set up a leading group for civilized and high-quality service competition activities of sub-branches. Establish the "number one" responsibility system and clarify the responsibilities. Third, combined with the actual work, the implementation plan of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

The fourth is to hold a staff mobilization meeting, release this year's service work activity plan, clarify the purpose of the activity and arrange the work plan.

(II) Implementation stage (March 26th-65438+February 30th, 3 1)

According to the competition plan of the branch, the branch will carry out this civilized and high-quality service competition from the following four aspects.

1, formulate measures to improve service.

Organize the investigation of service problems. All outlets should organize employees to check and sort out the problems existing in the service of their own units and formulate rectification measures. All outlets should organize employees to write titles.

"How to participate in the high-quality civilized service competition", self-discipline, and actively participate in competition activities. Actively report the good people and deeds emerging in the activities, sum up experience, strengthen exchanges and promote work,

Improve the overall work level of quality service.

2. Organize learning, skills training and competitions.

(1) Organize concept training and etiquette training on a regular basis according to the Service Standardization Standards and Rules and the Business Network Management Manual, from the aspects of service language, service attitude, professional image, service discipline,

Service skills, service places, service facilities and other aspects to standardize the service mode of counter personnel, promote the service and management of all business outlets to achieve process and standardization, and comprehensively improve the service quality and civilized service level of Jilin Bank.

(2) Training in standardization construction of outlets, customer reception level and business handling quality. , focusing on cultivating the service ability of lobby managers and teller operation skills, and selecting excellent outlets.

Participate in the on-site service demonstration competition organized by the branch company.

(3) In order to comprehensively improve the comprehensive theoretical ability and business skills of counter personnel, the sub-branch will organize business training, special skills training and business expert training in a unified way, and will also hold a special lecture and knowledge question and answer every quarter.

Skills competition, excellent employees will represent the branch to participate in the business competition held by the branch.

3. Carry out service supervision and inspection activities. Announce the supervision telephone number to the outside world, set up a suggestion box, and properly handle customer complaints in a timely manner. In response to complaints, the sub-branch will hold an experience exchange meeting on handling emergency complaints.

On-site lectures will be given to those who handle emergencies properly, such as the complaint rate, and have high customer satisfaction rate, so as to improve the employees' ability to handle complaints and respond to emergencies.

4. Hold regular service experience exchange meetings between branch directors and lobby managers. Exchange service management experience; Summarize good ideas and practices in service; Find out the problems and shortcomings of the service and study the methods to solve the problems.

Sub-branches will hire professionals to explain and improve service standards.

(3) Summary appraisal stage (end of June, 20__, 65438+end of February). This contest is divided into two evaluations, namely semi-annual evaluation and annual general evaluation. The evaluation results in the first half of the year are included in the annual total score, and the annual total score is rewarded.

During the activity, each sub-branch will conduct a comprehensive inspection, appraisal and quantitative scoring on the service work of each sub-branch in accordance with the Standards and Rules for Service Standardization and the Standard Management Manual for Industry Sub-branches.

Then advanced collectives and individuals are produced.

Four. Reward and punishment measures

1, award setting.

Half-year award setting: 2 awards for per capita business volume of outlets; Civilized and high-quality service collective award 2 (outlets).

Annual Awards: 2 advanced collectives (outlets) with civilized and high-quality service, 2 service pacesetters and 3 professional operators.

The grievance award is 3 people.

2. Reward method.

All award-winning units, collectives and individuals shall be rewarded by the branch and reported to the branch, and the branch shall give material rewards and study abroad rewards.

The appeal award is recommended and reported by each branch, and the specific reward method is determined by the leadership of the branch.

Step 3 punish.

If the Head Office makes an effective complaint once, the director of the outlet will be dismissed (the party who makes an effective complaint will be laid off and re-recruited), and the service evaluation score will be ranked as the last three outlets of the branch, and the branch will hold the director accountable or impose financial penalties.

Section II Theme of Bank Insurance Marketing Activities. Introduction of cooperative units

not have

Second, the purpose of the activity

For the purpose of attracting customers, interact with community customers, create and feel the community culture of the project, drive new and old customers, improve the popularity of our community bank, attract the attention of customer groups, and expand the influence and popularity of community banks.

Three. Main points of activities

1 activity content

1) somatosensory games attract attention.

In order to attract new and old customers to understand our community bank and enter our community bank, this competition was specially held and achieved remarkable results. Arrange a fixed period of time every week,

An interactive project to play somatosensory games in front of my community bank (or within my ability). The content of this game is novel and exquisite, and it also has the effect of national fitness, which will definitely attract customers passing by.

And these stopped customers must be the customer groups that banks are looking for. In addition, customers who participate in somatosensory interactive games need to sign their names in the activity participation details register and leave their phone numbers as the source of customer information of our bank.

2) When customers attract people to a certain scale, you can continue to answer questions with prizes.

Visiting customers can not only experience the fun of somatosensory games, but also participate in the award-winning feedback of answering questions, and the publicity will certainly achieve the expected results.

2 exchange topic suggestions

Suggestions for answering questions are as follows:

1 When was the bank established?

What is the bank's business philosophy?

3 What are the product specifications of bank wealth management products? Questions can be selected according to customer needs.

3. The way of publicity (1) is to put campaign advertisements in newspaper boxes around community banks;

(2) Posting advertisements for marketing activities on elevators and bulletin boards in communities around community banks;

(3) Promote activity information through WeChat;

4 activity feedback and tracking sales action plan

According to the activities, the on-site personnel summarize and analyze the answers of customers' questions, and serve customers in a targeted manner. For customers who participate in the game interaction, after the game is over, they will conduct targeted in-depth excavation.

Fourth, the target customer organization.

1 target customers

Target customers include: visiting customers in the communities around the community bank who came here through publicity, and new customers brought in that day;

2 customer organization

New and old customers coming to visit will come to our bank on the same day. After a brief understanding, the receptionist will conduct diversion guidance, bring the consulting customers to the consulting area, and bring the customers who participate in the game to the game area for registration.

When the game starts, the fixed staff will inform the game mode and matters needing attention, and then start interactive games and quick answer games. Customers who answer our questions correctly will get exclusive souvenirs from Bohai Bank.

Verb (abbreviation for verb) arrangement of time and place

1 time

You can use the holidays or statutory rest days after the opening of community banks.

2 position

In front of our community bank (or within our ability)

Budget of intransitive verbs (please list name, unit price, quantity, total price, etc. Details of each expense)

_BO_360 somatosensory game 1 3000 yuan.

Souvenir 100 0-500 yuan (you can use our existing cups or something else).

1 flat screen TV 3000 yuan (community banks should have this equipment)

Seven, the expected effect analysis

The expected business volume through this activity is 1.

The business volume can't be guaranteed, and the popularity will definitely increase.

2 The expected impact of this activity

The expected impact left a deep impression on customers. At the same time, with the sales of wealth management and savings products, the deposits and business volume of outlets increased greatly.

Eight. Personnel arrangement and responsibilities

1 event planning: 2 people.

Responsibilities: Arrange on-site partition to receive customers and equipment debugging and other process distribution.

Activity coordinator: 3 people.

Responsibilities: receive visiting customers and do a good job in publicity and explanation.

3 Person in charge of the event site: 1.

Responsibilities: Responsible for all the details of the day's activities.