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Bank activity plan (4 selected articles)

I. Bank activity plan (selected 4 articles)

In order to ensure the successful implementation of activities, it is often necessary to prepare an activity plan in advance, which is formulated for an activity, including detailed rules and steps of specific actions. Then how to make a scientific activity plan? The following is a bank activity plan (4 selected articles) that I have compiled for you, hoping to help you. I. Theme of the event: "Golden Autumn Marketing" The theme of this event is "Golden Autumn Marketing", which aims to express the sincere desire of the bank to share the fruits of hard work and create a better future with high school and mass customers, and to spread the business philosophy that the bank's personal banking business is customer-centered and is committed to achieving "win-win" between banks and customers. On this basis, banks can refine the main "selling points" of activities as sub-topics according to the characteristics of their own activities. II. Activity Time: September 26th-October 31th, 21XX. III. Purpose of the activity: Taking Mid-Autumn Festival and National Day as the tipping point, focusing on individual high school and middle school customers and cardholders, focusing on consolidating and developing customers, promoting the use of savings cards, and increasing the fee of Express Huitong, focusing on expanding the shopping, tourism, catering and entertainment markets and related markets, and expanding the product coverage, promoting the multi-frequency and multi-variety use of customers and promoting the all-round development of personal banking business; At the same time, through the promotion of "Golden Autumn Marketing", we will establish the brand social image of our bank, enhance customers' knowledge and feelings about our three-level personal financial services (VIP service, community service and self-service), improve the distribution efficiency of electronic channels, and effectively improve business performance. Iv. Activities Contents Activities mainly include the following contents: (1) Promotion and gift-giving activities of "Happy Delivery of Golden Autumn Marketing Products". In order to encourage cardholders to spend by credit card and make paperless payment, to promote the rapid growth of various business volumes of bank cards and self-service devices, and to maintain and enhance the competitive advantage of Express Huitong business and promote the sustained and rapid development of remittance business, the following preferential promotion and gift-giving activities are specially carried out: 1. "Golden Autumn Marketing. Self-service Gifts" (1) During the activity, customers who pay twice on self-service devices in the province with our savings card can exchange their payment vouchers and deposit and withdrawal vouchers for 211 yuan at their local business outlets. First come, first served, until it is delivered. The voucher must be the payment voucher of the same savings card. After the gift is exchanged, our bank will take back the payment voucher. (2) Customers who sign the payment agreement during the activity can get a gift worth 211 yuan. Send it as soon as you sign the contract, one for each household, on a first-come-first-served basis, until it is delivered. The event gifts are purchased by the banks themselves. 2. "Golden Autumn Marketing. Kaqing Double Festival" (1) During the activity, the annual fee for applying for the card is exempted. (2) If the credit card consumption reaches a certain standard, you can go to the designated place of the local CCB to receive the gift of the corresponding standard with the POS document and bank card of the consumer transaction, until it is finished. Spending more than RMB 1111 (inclusive) by credit card, giving gifts worth RMB 111; Spend more than 5,111 yuan (inclusive) by swiping the card, and give gifts worth 151 yuan; Spend more than RMB 11,111 (inclusive) by swiping the card, and give gifts with 211 yuan value; Spending more than 21,111 yuan (inclusive) by credit card, giving gifts of 311 yuan value; Gifts should fully cater to customers' psychology of leisure shopping during festivals. Suggestions for spending less than 5,111 yuan by credit card are zoo tickets, park tickets, package tickets for fast food institutions with elegant dining environment such as McDonald's around shopping malls, etc., which are determined by banks themselves. Banks should actively screen 3-4 special merchants with large consumption transactions such as large shopping malls, high-end hotels and restaurants according to local actual conditions, and take the form of on-site gifts to customers whose consumption reaches the standard that day to enhance the sensational effect of the event. As the activity lasts for more than one month, all banks should reasonably arrange the rhythm of gift delivery, and determine the number of gifts of all grades every day, while the gifts will be delivered on the same day; At the same time, all banks should actively do a good job in giving gifts to customers from different places. 3. During the activity of "Golden Autumn Marketing and Express Huitong Discount", the remittance fee of Express Huitong will be reduced by 21%. (2) "Golden Autumn Marketing. Products Happy Delivery" outlets, a silver product display and quality service activities. Take the business outlets as the unit to carry out the "Golden Autumn Marketing, Happy Delivery of Products" quality service and the exhibition activities of individual silver products. The main contents of the activities are as follows: 1. The business outlets uniformly hang publicity banners, post and place the marketing activity posters and activity publicity leaflets issued by provincial branches (issued recently), attracting customers' attention with novel and rich visual appeal. 2. Tellers in outlets wear work badges uniformly, which increases the affinity of employees and highlights the warm and cordial service image of our employees. 3. During the activity, outlets shall set up special publicity information desk and be equipped with storage guides, strengthen dynamic promotion, guide customers to handle ordinary deposit and withdrawal and payment services through self-service channels provided by the Bank, and actively do related redemption work. 4. Actively carry out the quality service of outlets, improve the counter service quality of express Huitong and other businesses, strengthen the communication between counter personnel and customers, and effectively enhance the service image of outlets. 5. Do a good job in providing green channel services to customers, provide preferential services to customers in strict accordance with relevant requirements, and create a good holiday service environment for customers. (C) "Golden Autumn Marketing. Happy Delivery of Products" community activities. 1. 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 activities of "Golden Autumn Marketing and Happy Delivery of Products" and steadily promote the second phase of community marketing. Through the close combination of high-quality service, outdoor display, community finance class and community publicity of marketing team in community financial service outlets, the Bank will establish its community service image in an all-round way, strengthen the links between community financial service outlets and target communities, close the feelings between outlets and community customers, and steadily promote community marketing. 2. Determine the target customers of the community, actively expand the relevant business volume and effectively improve the business performance of community marketing in combination with the promotion contents of the activities. (1) Actively expand the express service in September and October to enroll students or freshmen in high school. All banks can carry out marketing activities to enjoy remittance concessions with student ID cards or admission notices, attract students' customers, and expand the education community market business; Actively carry out community marketing activities for people with high remittance frequency in cities, such as business people in commercial communities and migrant workers, to improve the effectiveness of marketing activities; For potential large remittance companies and national and cross-regional enterprises with the demand of paying wages in different places, all banks can conduct one-to-one marketing through public-private linkage, and strive for batch remittance services such as paying wages in different places. (2) To effectively promote the personal savings deposit business, the target communities of personal deposits in September and October should be determined as campus communities and wholesale markets and other commercial communities, effectively grasp the seasonal characteristics of students' tuition payment and frequent business exchanges, and vigorously absorb savings deposits. Seize the business opportunity when the stock market is closed during the National Day, focus on marketing "personal notice deposit", seize the opportunity for freshmen to enter school, and focus on marketing "education savings deposit". In marketing propaganda, we should pay attention to highlighting the innovative advantages that our notice deposit assistant and education savings can only be deposited twice. During the National Day, all banks should make good arrangements. During the activities, all banks should arrange special personnel to be on duty to properly handle customer complaints or meet the special needs of customers. (3) During the effective development of personal automobile loan business and various personal consumption credit business activities, all banks should strengthen the publicity and marketing of automobile consumption credit and various personal consumption credit businesses of our bank in the automobile distribution market, home appliance wholesale market, housing decoration market and other commercial communities. Strengthen the marketing of high and medium-end customers and promote the cooperation of car purchase service for group customers; At the same time, we will strengthen communication and cooperation with PICC P&C Company and auto dealers, increase the expansion of the Group's customer resources, and promote the steady growth of personal auto loan business. During the activity, all 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. (D) "Golden Autumn Marketing. Happy Delivery of Products" activity. Taking this activity as the breakthrough point, we will provide customers with all-round VIP value-added services by establishing a customer return visit system, understanding customers' holiday needs and making full use of the service functions of the cooperative units; At the same time, we should seize the favorable opportunity when high-end customers have leisure to consider personal or family financial planning during the "October 1" period, and introduce personal financial services to high-end customers to further enhance the attractiveness of Ledangjia financial services. The main contents are as follows: 1. During the activity, each bank will send a holiday card made by the provincial branch to the customer by letter or manual delivery, and at the same time prepare a certain amount of gifts. Gift bags are uniformly produced and distributed by provincial branches, and gifts are provided by all banks. 2. Cooperate with local high-end cooperative institutions in catering, entertainment and other industries to provide discounts to customers who hold our cards during the activities; Joint airports, stations and other transportation departments provide VIP services to our customers. 3. During the National Day, customers go out more, and all banks should ensure the normal operation of wealth management centers, wealth management counters and customer-specific windows; At the same time, organize business outlets, personal loan centers and other operating institutions to effectively implement customer green channel services and various preferential services to create a good holiday service environment for customers; In addition, it is necessary to cooperate closely and strictly implement the standard of "roaming service" to ensure that V customers of the Head Office can get special services nationwide, so as to honor brand promise, which is the master of music. V. Objectives Through this series of activities, the Bank's personal banking business will strive to achieve the following objectives in October: 1. The number of new customers has exceeded the best level in the same period in history, and the customer structure has been improved and the quality has been further improved; 2. The social popularity and utilization rate of the card have been further improved. Compared with the same period of last year and September this year, the transaction volume of credit card consumption in the month has increased significantly, and the proportion of peers has increased on the basis of September; 3. The competitive advantage of Express Huitong was consolidated and improved, which promoted the sustained and rapid development of the business, and the fee income increased to the best level in the same period in history; 4. Self-service equipment deposit and withdrawal and other agency business transactions increased by 11% compared with September. 5. Successfully complete various business indicators. First, during the activity time, red envelopes will be wrapped and citizens' banknotes will be exchanged. As the Spring Festival is approaching, in order to send out red envelopes wrapped with new tickets during the festival, the number of citizens who go to the bank to change new banknotes has increased significantly. Taking this as an opportunity, 31 days before the Spring Festival to 15 days after the Spring Festival, it will be used for event promotion, customer card opening and customer service, and during this period, the branch staff will be trained, including details such as the use of online banking, mobile banking and matters needing attention. Focus on promoting the use of online banking and mobile banking to young customer service, let them apply for rural commercial bank cards, and at the same time open online banking and mobile banking related businesses for young customers. Second, the purpose and significance of the activity The so-called peak season marketing refers to that commercial banks use the characteristics of relatively concentrated market financial resources in a specific period (such as the Spring Festival, May Day, etc.) to increase marketing efforts, so that their business can achieve extraordinary development in a short period of time, so as to occupy a larger market share. As the business strategy of banking institutions at all levels, peak season marketing can play an important role in promoting the rapid growth of banking business. A group of loyal customers should be cultivated after marketing in peak season. What most consumers want from banks is to look better, be faster and be safer. What most consumers want from banks is to look better, be faster and be safer. The most ideal way is to divert retail investors by constantly improving the related functions of ATM, online banking, especially mobile banking, so as to achieve the effect of efficient service. The most important thing is to constantly meet the needs of users, improve their satisfaction, and maintain their satisfaction and loyalty to rural commercial banks. The key point is to continuously strengthen the functions of bank ATM, online banking and mobile banking to meet the growing needs of customers. First, ATM strengthens the related deposit and withdrawal business and the security of withdrawal; Second, online banking focuses on strengthening the connection with relevant mainstream shopping websites. For example, if you use a rural commercial bank to pay online, you can't find out how to pay, and you have to make customers rely on other banks, which is not conducive to cultivating customer service loyalty and dependence; Third, with the gradual popularization of smart phones, we should especially strengthen the publicity of the functions of mobile banking, so that users can handle related businesses anytime and anywhere. At the same time, through this campaign, we will make users know that mobile banking can transfer money, convert between regular and current accounts, and gradually improve the relevant details of Chongqing's water, electricity and telephone charges, so that customer service can pay related fees by mobile phone without leaving home. Fourth, gradually improve the operation page of mobile banking, so that users can experience the service of quick introduction; Gradually improve the function that mobile banking can transfer money anytime and anywhere, not limited to the function that can't transfer money after 4:31 pm, such as Alipay related functions, which can transfer money anytime and anywhere and will arrive soon; The fifth is to improve the software of Chongqing Rural Commercial Bank's mobile app, strengthen the related publicity of rural commercial bank's mobile app, and meet the relevant needs of users. III. Venue: Relevant merchants in districts, counties and towns, relevant departments in towns and towns, and relevant personnel in district and county bureaus and institutions. Iv. implementation plan: by using the door-to-door service methods such as "wrapping red envelopes for the New Year and exchanging banknotes for citizens", we visited the relevant merchants, relevant departments and relevant personnel of district and county bureaus and institutions to register customer information. Sub-branch staff hold "Xinyi, the activity time is 21XX, October 9th, 2nd, the name and theme of the activity, Chongyang Thanksgiving Season, filial piety with the core, 3rd, the object of the activity, UnionPay cardholders, 4th, the content of the activity (I) During the activities of connecting Taiwan and seeing all the blockbusters in 6.2 yuan, UnionPay cardholders can swipe UnionPay cards to snap up the national popular blockbusters movie tickets in 6.2 yuan/Zhang, with 31,111 tickets nationwide, on a first-come-first-served basis. (2) Wonderful and continuous, enjoy the surprise with electronic cash. On October 9, 21XX, use UnionPay IC card electronic cash to buy 33 yuan large coffee at Pacific Coffee, only 6.2 yuan/cup is needed; Watching movies (including 3D) in Jie Fangbei Store of Wanzhong Studios only requires 6.2 yuan/film, and the quantity is limited, on a first-come-first-served basis, while stocks last. (3) During the non-stop activities of happy banquets and food discounts, UnionPay cardholders can download coupons through UnionPay wallets, and enjoy discounts such as 62% discount and full reduction of 62 yuan when swiping UnionPay cards at designated catering merchants (full dessert, Chongqing flavor, Ali and Ed, cousin, odd hot pot, etc.), and then enjoy discounts with UnionPay IC cards. (IV) During the gift-buying activities of honoring elders and reducing discounts, UnionPay cardholders can download coupons through UnionPay wallets, and enjoy discounts such as reducing the full amount of UnionPay cards (starting with 62) in shopping merchants (Wal-Mart, Trust-Mart, Watsons, Wanning Supermarket, king of the children, Haoershang, etc.) and health merchants (American University Health Examination Center). Use UnionPay IC card to fold the card and enjoy the discount. Limited quantity, first come, first served. The details are as follows: (5) UnionPay invites you to open a gift for your parents. WeChat interactive sharing activity 21XX From September 7 to October 2, UnionPay cardholders will participate in the UnionPay invitation to open a gift for their parents, and they will win the following prizes: Award 1: UnionPay mini payment terminal (***62) Award 2: Online private doctor VIP service (***511) Award 3: (2) During the activity, each WeChat user has only one lucky draw opportunity. After winning the prize, you need to forward the winning page to your circle of friends. Jizizan