Bank activity plan (selected 4 articles)

1. Bank activity plan (selected 4 articles)

Bank activity plan (selected 4 articles) In order to ensure the successful conduct of the activity, it is often necessary to prepare an activity plan in advance. A plan is formulated for a certain activity, including specific action implementation details, steps, etc. So how to formulate a scientific activity plan? Below is the bank activity plan (selected 4 articles) that I have compiled for you. I hope it can help you. 1. Activity theme: "Golden Autumn Marketing" This activity takes "Golden Autumn Marketing" as the theme, aiming to express the bank's sincere desire to share the fruits of hard work and create a better future with high-end, high-end and mass customers, and spread the bank's personal Banking business is customer-centered and committed to realizing the "win-win" business philosophy between banks and customers. On this basis, each bank can refine the main "selling points" of the event as a subtitle based on the characteristics of the bank's activities. 2. Event time: September 26-October 31, 20XX. 3. Purpose of the event: Taking the Mid-Autumn Festival and the National Day as the tipping points, focusing on individual high-end and high-end customers and cardholders, it aims to consolidate and develop customers, promote the use of debit cards, and increase intermediary business income such as Speedway fees. The main goal is to focus on expanding shopping, tourism, catering, entertainment markets and related markets, while expanding product coverage to people, promoting customers to use it more frequently and in multiple varieties, and driving the overall development of personal banking business; at the same time, through the "Golden Autumn Marketing" promotional activities Carry out to establish our bank's brand social image, enhance customers' awareness and experience of our bank's three-level personal financial services (VIP services, community services, and self-service), improve the distribution efficiency of electronic channels, and effectively improve operating performance. 4. Activity content The activity mainly includes the following contents: (1) "Golden Autumn Marketing Products Happy Delivery" preferential promotional gift activity. In order to encourage cardholders to swipe their cards for consumption and paperless payment, promote the rapid growth of various business volumes of bank cards and self-service equipment, maintain and enhance the competitive advantage of Speedway’s business, and promote the sustained and rapid development of the remittance business, the following preferential promotional gifts are launched Activities: 1. "Golden Autumn Marketing. Self-Service Gifts" (1) During the event, customers who hold our bank's savings card to pay twice at self-service equipment across the province can go to the local business office with their payment vouchers and deposit and withdrawal vouchers. Redeem a gift worth 200 yuan at the outlet. First come first served while supplies last. The voucher must be the payment voucher for the same debit card. After the gift is redeemed, our bank will take back the payment voucher. (2) Customers who sign a payment agreement during the event will receive a gift worth 200 yuan. It will be given as soon as you sign the contract, one per household, first come first served, while supplies last. Event gifts are purchased by each bank. 2. "Golden Autumn Marketing. Card Celebration Double Festival" (1) The annual fee for the current year is waived when applying for a card during the event. (2) If the card consumption reaches a certain standard, you can use the consumption transaction POS receipt and bank card to receive corresponding standard gifts at the location designated by the local CCB, while supplies last. If you spend more than 1,000 yuan (inclusive) with your card, you will get a gift worth 100 yuan; if you spend more than 5,000 yuan (inclusive) with your card, you will get a gift worth 150 yuan; if you spend more than 10,000 yuan (inclusive) with your card, you will get a gift worth 200 yuan; If the amount reaches 20,000 yuan (inclusive), a gift worth 300 yuan will be given; the gift should fully cater to the customer's shopping mentality during the holidays. For purchases of less than 5,000 yuan by card, it is recommended to use zoo tickets, park tickets, McDonald's around shopping malls and other fast food institutions with elegant dining environments. Package tickets, etc. are determined by each bank. Each bank should actively select 3-4 large shopping malls, high-end hotels, high-end restaurants and other special merchants with large consumption transactions based on the actual local conditions, and provide on-site gifts to customers whose consumption reaches the standard on the day to enhance the sensational effect of the event. Since the event lasts for more than a month, each bank should reasonably arrange the rhythm of gift delivery, determine the number of gifts of each grade every day, and provide gifts while supplies last on that day; at the same time, all banks should actively do a good job in giving gifts to customers with cards from other places. 3. During the "Golden Autumn Marketing. Speedway Discount Promotion" event, Speedway remittance fees are discounted by 20%. (2) "Golden Autumn Marketing. Happy Product Delivery" product display and high-quality service activities at outlets. Carry out the "Golden Autumn Marketing. Happy Product Delivery" high-quality service and personal banking product display activities at each business outlet. The main contents of the activities are: 1. Business outlets uniformly hang promotional banners, post and display marketing activity posters and activity promotion leaflets issued by provincial branches (recently issued), to attract customers' attention with novel and rich visual appeal. 2. Branch tellers uniformly wear work badges to increase employee affinity and highlight the warm and friendly service image of our employees. 3. During the event, branches must set up special publicity information desks and be equipped with deposit guides to strengthen dynamic promotion, guide customers to use the self-service channels provided by our bank to handle ordinary deposits, withdrawals and payment services, and actively do related reward redemption work. 4． Actively carry out high-quality service work at outlets, improve the quality of counter services in Express and other businesses, strengthen communication between counter staff and customers, and effectively enhance the service image of outlets. 5． Effectively provide green channel services to customers, provide customers with priority preferential services in strict accordance with relevant requirements, and create a good holiday service environment for customers. (3) "Golden Autumn Marketing. Happy Product Delivery" community activity. 1． Expand community marketing penetration, close community relations, and steadily advance community marketing work as planned. Seize the favorable opportunity of the Mid-Autumn Festival and National Day to carry out the "Golden Autumn Marketing. Happy Product Delivery" community marketing campaign, and steadily advance the second phase of community marketing work.

Through the close integration of high-quality services at community financial service outlets, outdoor displays, community finance classes, and community publicity by the marketing team, we will comprehensively establish our bank's community service image, strengthen various connections between community financial service outlets and target communities, and close The relationship between outlets and community customers has steadily promoted community marketing work. 2. Combined with the promotional content of the event, identify target customers in the community, actively expand related business volume, and effectively improve community marketing performance. (1) Actively expand Speedway business. September and October are the high periods for student enrollment or freshmen registration. Each bank can carry out marketing activities to enjoy remittance discounts with student ID or admission notice to attract student customers and expand the education community market. Business; actively carry out community marketing activities for people with a high frequency of remittances in the city, such as business people in commercial communities, migrant workers, etc., to improve the effectiveness of marketing activities; target potential large remittance households and those who have demands for salary payment in other places For national and cross-regional enterprises, each bank can conduct one-to-one marketing through public-private linkage and strive to lead batch remittance services such as salary distribution. (2) Effectively promote personal savings deposit business. The target communities for personal deposits in September and October should be identified as business communities such as campus communities and wholesale markets, and effectively seize the seasonal characteristics of student tuition payment and frequent business exchanges to vigorously absorb savings deposits. Seize the business opportunity when the stock market is closed during the National Day, focus on marketing "personal notice deposits", seize the opportunity for new students to enroll, focus on marketing "education savings deposits", pay attention to highlight in the marketing promotions that our bank's notice deposit assistant financial, education savings can only The innovative advantage of depositing in two installments. During the National Day, all banks must make arrangements. During the event, each bank must have dedicated personnel on duty to properly handle customer complaints or meet customers' special needs. (3) During the period of effective development of personal car loan business and various personal consumer credit business activities, all banks should strengthen the auto consumer credit and various personal consumer credit businesses of our bank in business communities such as car dealership markets, home appliance wholesale markets, and housing decoration markets. publicity and marketing. Strengthen marketing efforts for high-end and high-end customers and promote car purchase service cooperation with group customers; at the same time, strengthen communication and cooperation with PICC Property and Casualty Insurance Company and automobile dealers, increase efforts to expand group customer resources, and promote the steady growth of personal auto loan business. During the event, all banks should speed up business acceptance and approval speed, and strive to provide customers with convenient and efficient services on the basis of standardized operations. (4) "Golden Autumn Marketing. Happy Product Delivery" activity. Taking this event as the starting point, we will establish a customer return visit system, understand customer holiday needs, and make full use of the service functions of cooperative units to provide customers with all-round VIP value-added services; at the same time, we will seize the opportunity of high-end customers to consider their personal needs during the "National Day" period. or family financial planning issues, we recommend personal financial management services to high-end customers to further enhance the attractiveness of LeDangJia financial services. The main contents are: 1. During the event, each bank will send a holiday greeting card uniformly produced by the provincial branch 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 prepared by each bank. 2. Cooperate with high-end cooperative institutions in local catering, entertainment and other industries to provide discounts to customers holding our bank cards during the event; cooperate with airports, stations and other transportation departments to provide VIP services to our customers. 3. During the National Day, customers go out more often, so all banks must ensure that financial management centers, financial management counters and customer windows are open normally; at the same time, they organize business outlets, personal loan centers and other operating institutions to effectively implement customer green channel services and various priority preferential services to provide customers with Create a good holiday service environment; in addition, we must work closely to strictly implement the "roaming service" standards to ensure that V customers of the head office can receive specialized services across the country and fulfill the brand promise of Letangjia. 5. Activity Goals Through this series of activities, the bank’s personal banking business will strive to achieve the following goals in October: 1. The number of new customers exceeded the best level in the same period in history, the customer structure has been improved, and quality has been further improved; 2. The social popularity and usage rate of the card have been further improved. The transaction volume of card swiping transactions in that month has increased significantly compared with the same period last year and September this year. The proportion of peers has increased based on September; 3. Speedway's competitive advantages have been consolidated and improved, promoting sustained and rapid business development, and the increase in fee income has reached the best level in the same period in history; 4. The transaction volume of self-service equipment deposits and withdrawals and other agency services increased by 10% compared with September. 5. Successfully completed various business indicators. 1. Event time: New Year red envelopes and citizen banknote exchange. The Spring Festival is approaching. In order to send out red envelopes containing new banknotes during the festival, the number of citizens going to banks to exchange new banknotes has increased significantly. Taking this as an opportunity, from 30 days before the Spring Festival to 15 days after the Spring Festival, we will promote the event, customer card opening, customer service period, and conduct training for branch staff during this period, including details such as the use of online banking, the use of mobile banking, and precautions. . Focus on promoting the use of online banking and mobile banking related services to young customer service, allowing them to apply for rural commercial bank cards, and at the same time open online banking and mobile banking related services for young customers. 2. Purpose and significance of activities. The so-called peak season marketing refers to commercial banks taking advantage of the relatively concentrated characteristics of market financial resources during specific periods (such as the Spring Festival, May Day, etc.) to increase marketing efforts so that business can achieve extraordinary results in the short term. development so as to occupy a larger market share. As a business strategy for banking institutions at all levels to develop their business, peak season marketing can play an important role in promoting the rapid growth of banking business. After peak season marketing, a group of loyal customers should be cultivated.

The vast majority of consumers' requirements for banks are to look good, be faster, and be safer. The vast majority of consumers want banks to look good, be faster, and be safer. The most ideal way is to divert retail customers by continuously improving the related functions of ATMs, online banking, and especially mobile banking to achieve high-efficiency services. The most important thing is to continuously meet the needs of users, improve user satisfaction, and maintain user satisfaction and loyalty to rural commercial banks. The focus is to continuously strengthen the functions of bank ATMs, online banking, and mobile banking to meet the growing needs of customers. First, ATMs have strengthened related deposit and withdrawal services and the security of withdrawals; second, online banks have focused on strengthening connections with relevant mainstream shopping websites. For example, when using Dangdang Rural Commercial Bank to pay bills online, customers cannot find how to pay, and have to make customers pay for other services. Dependence on banks is not conducive to cultivating customer service loyalty and dependence; thirdly, with the gradual popularization of smartphones, special promotion of mobile banking functions should be strengthened so that users can handle related business anytime and anywhere. At the same time, through this activity Vigorously publicize to make users understand that mobile banking can transfer money, and can convert between regular and current accounts, and gradually improve the relevant details of water, electricity and telephone bills in Chongqing, so that customer service can pay related fees using mobile phones without leaving the house; the fourth is to gradually improve The operation page of mobile banking allows users to experience quick and introductory services; gradually improve the function of mobile banking that can transfer money anytime and anywhere, not limited to functions that cannot transfer money after 4:30 pm, such as Alipay-related functions, anytime and anywhere Transfers can be made and the money will arrive quickly; fifthly, the software of the Chongqing Rural Commercial Bank’s mobile app will be improved, and relevant publicity of the Rural Commercial Bank’s mobile app will be strengthened to meet the relevant needs of users. 3. Relevant merchants of the sub-branches in the districts and counties, relevant departments of each district and town, and relevant personnel of district and county bureaus and public institutions where the event is located. 4. The implementation plan uses door-to-door services such as "New Year red envelopes and citizen banknote exchange" to visit relevant merchants, relevant departments in each district and town, and relevant personnel of district and county bureaus and institutions to register customer information. Branch staff support "New 1. Event time: October 9, 20XX 2. Event name and theme: Double Ninth Festival Thanksgiving Season, using chips to pay homage to relatives 3. Object UnionPay cardholders 4. Event content (1) Good show, During the 6.2 Yuan Watch All Movies event, UnionPay cardholders can snap up tickets for popular blockbuster movies across the country for 6.2 Yuan each by swiping their UnionPay cards, 130,000 tickets nationwide, first come first served, first come first served basis (2) Continuous excitement, electronic tickets. Cash surprises: On October 9, 20XX, you can use UnionPay IC card electronic cash to buy a large cup of coffee worth 33 yuan at Pacific Coffee for only 6.2 yuan/cup; watch movies (including 3D) at the Jiefangbei store of Wanzhong Cinema for only 6.2 yuan/cup. 6.2 yuan/ticket, limited quantity, first come first served, while supplies last. (3) During the event, UnionPay cardholders can download coupons through UnionPay wallet and purchase them at designated catering merchants (full limit). You can enjoy discounts such as 32% off and RMB 62 off when spending with UnionPay cards at Ji Dessert, Taste of Chongqing, Ali and Ed, Cousin, Qi Hot Pot, etc., and insert your UnionPay IC card to enjoy the discount (four). ) Pay respect to the elders and buy all the gifts with instant discounts. During the activity, UnionPay cardholders can download coupons through UnionPay wallet and use them at shopping merchants (Wal-Mart Supermarket, Trust-Mart, Watsons, Mannings Supermarket, Kidswant, Goodershang) etc.) and health-related merchants (Meinian Great Health Examination Center), you can enjoy discounts such as instant discounts of 62 yuan and special offers of 62 yuan when you spend with a UnionPay card (starting with 62). Insert your UnionPay IC card to enjoy the discount. The quantity is limited, first come first served, first come first served, details are as follows: (5) UnionPay invites you to open gifts for parents WeChat interactive sharing activity from September 17 to October 2, 20XX, UnionPay cardholders can use UnionPay wallet. , participate in the UnionPay invites you to open gifts for parents event, and you can win the following prizes: Award 1: UnionPay mini payment terminal (***62 people) Award 2: Online private doctor VIP service (***500 people) Award 3 : Chongyang Filial Heart Insurance (***15,000 people, maximum insured amount is 100,000 yuan) (6) Event participation details: (1) Every WeChat user who participates in the event has the opportunity to win prizes (2) During the event, every WeChat user will receive a prize. Users only have one chance to win the prize. After winning, they need to forward the winning page to their circle of friends and fill in their contact information to collect the prize. The cardholder will receive the prize in kind or in person within 15 working days. SMS for activating related services. (3) Participants must register and log in to their UnionPay wallet account to enjoy the gift. (4) Prizes are limited every day. (5) If the cardholder’s contact information is filled in incorrectly (including Failure to fill in the information according to the prompts), resulting in the prize not being claimed or the prize rights not being realized, UnionPay will not bear relevant responsibilities. 1. Activity theme: Welcome the "March 8th" sincere feedback. In order to give back to the new and old customers for their long-term support to the Bank, The branch specially held a sincere feedback activity to welcome the "March 8th". This activity will enhance the brand awareness of our bank, improve service levels, win a good reputation, and lay a solid foundation for the branch to complete the first quarter and full-year mission goals of XX. 2. . Purpose of the activity: Through this activity, the banking business strives to achieve the following goals at the beginning of XX: 1. The number of new customers exceeds the best level in the same period in history, and the customer structure is improved and the quality is further improved. 2. The net savings balance increased by 3 million yuan, the online banking activation rate reached 50%, and the financial management sales volume increased by 200,000 yuan year-on-year. 3. Successfully complete various business indicators.

3. Event time: March 5, 2020 - March 8, 2019 4. Event target: All customers who hold bank cards and passbooks of our bank and new account opening customers. 5. Activity content: 1. During the activity, all customers who apply for fixed and current deposits in our bank can receive gifts from the "March 8th" sincere feedback activity. 2. During the event, in order to celebrate Women’s Day, our bank launched two financial products specially designed for female gays: Wealth Bonds, 77 issues, 153 days, with an annualized yield of up to 5.15%; Wealth Bonds, 83 issues, The 365-day annualized rate of return can reach 5.4%; all high returns are waiting for you to participate. 6. Establish an activity leading group to divide work: During the activity, all branch tellers will wear work badges to increase employee affinity and highlight the warm and friendly service image of our bank’s employees. xx is responsible for hanging publicity banners and promotional display boards at the outlets; Wu Xiaoming is mainly responsible for guiding the outlet publicity information desk, guiding customers to participate in activities in an orderly manner, and actively doing related work to receive prizes; Feng Bianqiang is mainly responsible for the reception of company customers In connection with service work, we actively guide company customers, record basic information about company customers, guide company customers to participate in activities in an orderly manner, and actively do a good job in receiving gifts from company customers. The sales staff at the front desk on the day actively carry out high-quality service work at the outlets, improve the service quality of the counter business, do a good job in guiding customers, and effectively enhance the service image of the outlets. Of the off-duty staff, one is responsible for reception at the door, and does a good job in guiding VIP customers and providing green channel services. The other person is responsible for the distribution of gifts and back-end service work. The branch credit personnel do a good job in recommending credit customers and actively participate in our bank's activities. 7. Implementation Arrangements 1. The lobby manager shall do a good job in the preliminary publicity work of the business hall. Specific requirements: The lobby manager wears a ribbon to promote and guide customers in the lobby. Financial management managers wear colorful ribbons and promote and explain financial products to customers waiting to handle business in the lobby. 2. Contact the personal business department of the city branch, use the information database to build an SMS promotion platform, and inform our bank’s social security IC card customers via SMS. Specific requirements: Contact An Bin of the Personal Business Department and use the SMS platform to send promotional text messages to IC social security card customers. 3. Personnel who are not on duty carry out door-to-door publicity in each unit every day. Specific requirements: The sales staff are divided into two groups. The assistant to the president will lead the off-duty staff into the unit every day to promote various products of our bank and send business cards. 8. Prize setting: branded toiletries, cosmetics and other female products. During the event, everyone who comes to participate in the "March 8th" sincere feedback event organized by our bank will receive gifts.

2. Community banking activity plan

Use intuitive prizes, such as gifts for deposits, gifts for purchasing financial products, or more advanced smart electronic products, which are more in line with current people's preferences; Then there are the industry’s launch of some high-yield financial products. To put it bluntly, aren’t we all there for the profits?

3. Bank’s online live broadcast activity plan

Actively participate and you will receive many rewards,,,,,,

4. Bank’s new branch opening account opening activity plan

Can we join forces with securities companies