A bank is a legally established financial institution engaged in monetary and credit business. Banks are the product of the development of commodity currency economy to a certain stage. The following is my carefully collected bank activity plan. Let me share it with you and enjoy it.

Bank activity plan 1

I. Activity objectives

In order to thank our customers for their long-term concern and support and further enhance the market influence of our branch, our branch held the following marketing activities with gratitude, striving to repay customers' trust, enhancing customers' value, and striving for development and sharing with customers to create fruitful results.

II. Contents of activities

(1) Carry out the theme activity of "Winning the Grand Prize for Deposit, Happiness at the Door"

1. Target audience: all deposit customers of the branch.

2. Activity time: May 1, 2111-May 7, 2111.

3. Activity rules: During the activity, any customer who has made a deposit business in a sub-branch for over _ _ _ _ yuan will be eligible for a lucky draw. At the end of the activity, 21 lucky customers were selected to win _ _ _ _ _ yuan worth of goods respectively.

(II) Carry out the theme activity of "Loans like winning prizes, and good luck will come every day"

1. Target audience: all loan customers of the sub-branch.

2. Activity time: May 1, 2111-May 7, 2111.

3. Activity rules: During the activity, all customers who handle loan business in the sub-branch will be eligible for a lucky draw. At the end of the activity, 21 lucky customers were selected to win _ _ _ _ _ yuan worth of goods respectively.

(3) Carry out the theme activity of "Surprise and Gift with Electronic Banking"

1. Target audience: all corporate online banking, personal online banking and mobile banking customers of the sub-branch.

2. Activity time: May 1, 2111-May 7, 2111.

3. Activity rules: During the activity period, firstly, the corporate online banking customers of the sub-branches use corporate online banking to complete more than 5 accounting transactions, and the accumulated amount reaches RMB 1 million before they can participate in the lucky draw. At the end of the activity, 11 lucky customers were selected and given _ _ _ _ _ _ yuan worth of goods respectively. Second, personal online banking customers and mobile banking customers of the sub-branch have completed more than 5 transactions (inclusive) of personal online banking and mobile banking accounts respectively, and each transaction exceeds 211 yuan, so they can participate in the lucky draw, and each of them will receive the following prizes: 21 first prizes (11 personal online banking and 11 mobile banking users), and each of them will win _ _ _ _ yuan worth of goods. 511 second prize winners (251 users of personal online banking and 251 users of mobile banking) were given a prepaid phone card of RMB 111 respectively.

iii. Arrangement of activities

After the activities, a lottery will be held in mid-May, which will be conducted under the notarization of the notary department and randomly drawn by the computer. The award-winning information will be announced in the business halls of all branches of the branch, and the prizes will be collected at designated places.

iv. announcement of activities

within one month from the announcement of the winners' list, the customer will be deemed to have given up the prize at the designated place in the future.

V. Promotion of the event

(1) Posters of this marketing activity are posted at all business outlets of this branch, and the information of the activity is scrolled through the LED screen.

(ii) this branch publicized this marketing activity through TV, newspapers and other media.

(iii) all departments and outlets of this branch answer customers' inquiries about this marketing activity.

bank activity plan 2

1. purpose of the activity

to attract 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 banks, attract the attention of customer groups, and expand the influence and awareness of community banks.

second, the main points of activity content

1. Activity content

1) Somatosensory games attract attention.

in order to attract new and old customers to know our community bank and enter our community bank, this game is specially held to achieve remarkable results. Arrange a fixed period of time every week to carry out interactive projects of somatosensory games in front of our community bank (or within the scope of our ability). The content of this game is novel and refined, and it also plays a national fitness effect, which will definitely attract passing customers, and these customers who stop must have the customer groups that our bank is looking for. In addition, customers who participate in somatosensory interactive games need to sign and leave their phone numbers in the activity participation details register as the source of customer information of our bank.

2) when customers attract a certain number of people, they can continue to carry out the prize-winning answering session.

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

2. Suggestions for exchanging topics

Suggestions for answering questions first are as follows:

1. When was a bank established?

2. what is the business philosophy of a bank?

3. what are the product specifications of a bank's wealth management products? Questions can be selected for customer needs.

3. Publicity methods

(1) Deliver campaign advertisements in the newspaper boxes in the communities around the community bank;

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

(3) Promote the activity information through WeChat;

4. Activity feedback and tracking sales actions > Plan

According to the development of activities, on-site personnel >; Summarize and analyze the customer's answers to questions, and provide targeted services to customers. For customers who participate in the game interaction, after the game is over, they will conduct targeted deep excavation.

Third, the target customer organization

1. Target customers

Target customers include: visiting customers who come from communities around the community bank through publicity, and those who always bring new customers that day;

2. Customers organize

new and old customers to visit our bank on the same day. After a brief understanding, the reception staff will conduct diversion guidance, consult customers and take them to the consultation area, and customers who participate in the game will take them to the game area for registration. At the start time of the game, fixed personnel will tell about the game mode and precautions, and then interactive games and quick answers will be started. Customers who answer our bank's questions correctly will be given exclusive souvenirs of Bohai Bank.

IV. Arrangement of time and place

1. Time

Holidays or legal rest days after the opening of the community bank can be used.

2. location

in front of our community bank (or within our ability).

V. Expense budget

__ somatosensory game 1 sets 3,111 yuan;

111 souvenirs 1-511 yuan (you can use our existing water cups or others);

1 sets of flat-panel TVs are 3,111 yuan (community banks should have this equipment).

VI. Analysis of expected effect

1. Through the expected business volume brought by this activity, the business volume can't be guaranteed, and the popularity will definitely increase sharply;

2. through the expected impact of this activity, customers will be deeply impressed by the expected impact, and at the same time, with the sales of wealth management and savings products, the deposits and business volume of outlets will be greatly increased.

VII. Personnel arrangement and responsibilities

1. Event planner: 2 people

Responsibilities: Arrange the on-site reception of customers and the process allocation of equipment debugging.

2. event coordinator: 3 people

responsibilities: receive visiting customers and do a good job in promotion and explanation.

3. Person in charge of the event site: 1

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

VIII. Suggestions for marketing activities of the bank on New Year's Day

Prepare some small gifts needed for festivals, such as Spring Festival couplets, blessings, desk calendars, lanterns, Chinese knots, mascots for the Year of the Sheep and other small gifts to welcome the Spring Festival, and encourage people to save money. Our publicity list can also be distributed to customers by placing it in red envelopes, adding a jubilant atmosphere.

Or hold a cultural performance in the surrounding communities, or hold a knowledge contest or prepare some small games, distribute gifts, and take the opportunity to increase the influence scale of the Bank, explain the Bank's policy of benefiting the people and financial knowledge in the activities, so that the people can interact with us and communicate with each other, and truly establish the working concept of the Bank to serve the masses, bringing them holiday blessings and happiness in participating in activities.

Also, we can actually be more intuitive about our leaflets. Literal things are still not conducive to people's quick understanding of the contents, and most of the older people are a little dizzy. We can reflect our interest rate in the form of pictures and draw a person who introduces the maturity income of 11,111 yuan deposits here in different periods. You can also write down the interest comparison gap with other banks. In fact, each bank has gone up to different degrees. We don't need to write down the benchmark interest rate. We are competing with other banks to let customers know how much deposits in our bank are higher than those in other banks. And write "Our bank provides one-on-one warm and thoughtful service. When you decide to give us a chance to serve you, please bring this leaflet to our bank and contact our account manager. He will tailor your financial plan and give you preferential treatment according to your expectations.

bank activity plan 3

On _ _ October, "Thanksgiving Day" came again. The imported products of this festival are also favored by Chinese people because they are consistent with the traditional virtues that the Chinese nation has always promoted. Gratitude is always there, and happiness is always there. Recently, the reporter learned from Industrial Bank that the bank launched a holiday package-"Thanksgiving Day" series of activities.

Gift Package 1: Food discount gives food

The charm of gluttonous meals is irresistible, and festivals and food always go hand in hand. This year's "Thanksgiving Day", Industrial Bank launched the activity of "About Hui Jiali, Enjoy Two People Walking Together and 1 People Free of Charge". Credit card holders of Industrial Bank can enjoy Guangdong steamer steamed products and exquisite refreshments in the designated cafeteria of Xiamen Jiali Seafood Restaurant ... so that "taste buds" can bloom on Thanksgiving Day.

It is reported that from now until October _ _ _ _, 21, you can spend money in the cafeteria of Xiamen Jiali Seafood Restaurant with the Industrial Bank credit card every Tuesday night, and spend money in the designated cafeteria of Xiamen Jingmin Central Hotel with the Industrial Bank credit card every Saturday night, so you can enjoy the discount of "two people traveling together, zero people free of charge" in the buffet, and the number of discount places is limited, on a first-come-first-served basis.

Gift package 2: WeChat prepaid phone bill

Studying and working outside, on the occasion of Thanksgiving, Industrial Bank reminds you: don't forget to call home and chat with your family.

Industrial Bank has launched a preferential activity for cardholders to recharge their mobile phone charges through WeChat payment: from now until October, 21, 2111, the Industrial Bank credit card will be bound to the mobile phone WeChat, and the funds in the bank account will be recharged to any required mobile phone account through WeChat payment, and the first successful recharge of 51 yuan will receive a phone charge of RMB 11. Daily cardholders can also log on to the official website of the Industrial Bank Credit Card Center and click "Call Charge Recharge" to complete the operation.

Gift Package 3: Love Certificate of Deposit for Care

In the business hall of Industrial Bank, the reporter met Xiao Zhang, a citizen who came to apply for a "heart-to-heart" love certificate of deposit. He told the reporter: "He has been paying attention to this" heart-to-heart "love certificate of deposit of Industrial Bank for a long time. The design of the certificate of deposit is the same as that of a greeting card, with a warm and loving greeting card. And like ordinary certificates of deposit, the interest on one-year deposits also rises by 11%, which is economical and practical. The daughter-in-law is about to give birth, and she just gave a quarterly bonus, ready to give her a little surprise. This money will be kept as a child's growth fund in the future. "

The reporter learned from the Finance and Economics Department of Industrial Bank that this "heart-to-heart" certificate of deposit has been deposited in 51 yuan, with a minimum deposit period of three months, which is very convenient. According to the age of the recipients, it is roughly divided into three types of theme cards: old, middle and young, and many citizens come to buy and give gifts to relatives and friends. The certificate of deposit has an amount and a time limit, but the numbers on the certificate of deposit silently express the priceless and eternal affection to the family.

Gift Package 4: "An Yu" Upgrade Delivers Benefits

The reporter learned that after the Square Dance Competition, Industrial Bank's first domestic pension financial scheme "An Yu Life" was upgraded for the second time. After the upgrade, the service will provide financial services such as exclusive wealth management products and floating deposit interest rates, and issue an exclusive wealth management card-Songhe Card for elderly customers as "An Yu Life".

Recently, the annualized reference net return rate of Tiantian Wanlibao, a well-known "stable" wealth management product of Industrial Bank, has reached more than 5.5%. Moreover, the wealth management product "Anyu Pension Wealth No.1" has attracted many middle-aged and elderly customers to buy and consult because of its characteristics of "low risk and high income".

bank activity plan 4

1. Concept: Marketing plan is an overall planning document of various sales promotion activities carried out by commercial banks before marketing financial products or services, in order to achieve the expected goals.

2. Function: Marketing planning is a plan made for the development of a certain customer and the marketing of a certain product. Its task is to provide an action guide for changing the hazy "future tense" into an orderly "present continuous tense", and the resulting marketing planning scheme is the blueprint for commercial banks to carry out marketing activities.

3. characteristics: the marketing planning scheme must have the characteristics of distinct purpose, obvious comprehensiveness, strong pertinence, outstanding operability and exact clarity, that is, it embodies the requirements of "focusing on the theme, clear purpose, thorough and meticulous, thoughtful and specific, one thing and one policy, simple and clear".

structure mode

1. category: the marketing planning scheme of commercial banks can be divided into large-scale excellent customer marketing planning scheme, major project marketing planning scheme, market research planning scheme, product promotion planning scheme and so on because of different planning objects.

2. Structure:

The basic structure of the marketing plan is:

Part I: Cover of the marketing plan

In this part, the planner needs to briefly summarize the following contents:

1) The full name of the marketing plan.

the basic format is: _ _ bank's marketing plan

2) marketing planning department and planner.

marketing planning: customer department of _ _ _ branch (branch)

Chief planner: _ _ _, _ _ _, ___

3) time of marketing planning.

____ _ _

Part II: Marketing Planning Theme and Project Introduction

According to different marketing planning objects (i.e. marketing planning projects), the respective themes should be drawn up. The theme of marketing planning is the cornerstone and core of the whole marketing planning and the basic criterion of marketing planning. On the basis of expounding the theme of marketing planning, we should make a brief introduction to the planned project, including the background, general situation and project.