Bank Dragon Boat Festival planning scheme

In order to ensure a high starting point, high quality and high-level development of things or work, it is essential to make a plan in advance, which is one of the planning documents. So how should the plan be formulated properly? The following is the planning scheme of the bank's Dragon Boat Festival activities collected by me for your reference only, hoping to help you.

planning scheme of the bank's Dragon Boat Festival activities 1

1. Theme of the activities: "Dragon Boat Festival Marketing"

The theme of this activity is "Dragon Boat Festival 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-end and mass customers, and to spread the business philosophy that the bank's personal banking business is customer-centered and committed to achieving "win-win" for silver 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

XXXX during the Dragon Boat Festival

III. Purpose of the activity

Taking the Mid-Autumn Festival and Dragon Boat Festival as the tipping point, focusing on individual high and middle school customers and cardholders, focusing on consolidating and developing customers, promoting the use of savings cards, increasing the handling fee of Express Express Express, focusing on expanding the shopping, tourism, catering and entertainment markets and related markets, and expanding product coverage. At the same time, through the launch of the "Dragon Boat Festival Marketing" campaign, we will establish our brand social image, 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. Contents of activities

Activities mainly include the following contents:

(1) "Happy Delivery of Dragon Boat Festival Marketing Products" promotional gifts.

In order to encourage cardholders to spend by credit card and make paperless payment, promote the rapid growth of various business volumes of bank cards and self-service devices, and at the same time 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. "Dragon Boat Festival Marketing, Self-service Gift-giving"

(1) During the activities, customers who hold our savings card and pay twice for self-service devices in the whole province can. 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) Any customer who signs 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.

event gifts are purchased by banks themselves.

2. "Dragon Boat Festival Marketing, Card Celebration"

(1) The annual fee for applying for a card during the event is exempted.

(2) If the spending by credit card reaches a certain standard, you can collect the gifts of corresponding standard at the designated place of the local CCB with the POS documents and bank cards of consumer transactions until they are collected.

spending more than RMB 1,111 (inclusive) by credit card, giving gifts worth RMB 1,111;

if the credit card spending reaches more than 5,111 yuan (inclusive), a gift worth 151 yuan will be given;

if you spend more than RMB 11,111 (inclusive) by swiping the card, you will be given a gift of 211 yuan value;

spending more than 21,111 yuan (inclusive) by credit card, giving gifts with value of 311 yuan;

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.

according to the local actual situation, all banks should actively screen 3-4 special merchants with large consumption transactions, such as large shopping malls, high-end hotels, high-end restaurants, etc., 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.

since 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, and 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 activities of "Dragon Boat Festival Marketing and Express Huitong Discount"

, the remittance fee of Express Huitong will be reduced by 21%.

(2) "Happy Delivery of Dragon Boat Festival Marketing Products" outlets held a silver product display and quality service activities.

Take business outlets as the unit to carry out "Dragon Boat Festival Marketing, Happy Delivery of Products" quality service and display activities of individual silver products. The main contents of the activity are:

1. The business outlets uniformly hang publicity banners, and post and place the marketing activity posters and activity publicity leaflets issued by provincial branches (recently issued) to attract 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 must set up special publicity information desk and be equipped with storage guides to strengthen dynamic promotion, guide customers to handle ordinary deposit and withdrawal and payment business 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 staff 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.

(3) "Happy Delivery of Dragon Boat Festival Marketing 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 Dragon Boat Festival to carry out the community marketing activities of "Dragon Boat Festival 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 the community marketing.

(1) Actively expand the express service

xx is the peak period for students to enter school or register for new students, and all banks can carry out marketing activities to enjoy preferential remittance with their student ID cards or admission notices, so as to attract students' customer groups and expand the educational 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) Effectively promote the personal savings deposit business

The target communities of personal deposits in XX months should be determined as campus communities and wholesale markets, so as to 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 Dragon Boat Festival, 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 Dragon Boat Festival, 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 period of effectively developing personal auto loan business and various personal consumption credit businesses

, all banks should strengthen the publicity and marketing of auto consumption credit and various personal consumption credit businesses of the Bank in the automobile distribution market, household appliances 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.

(4) "Dragon Boat Festival Marketing, Happy Delivery of Products" activities.

Taking this activity as the breakthrough point, we will provide all-round VIP value-added services to customers by establishing a customer return visit system, understanding the holiday needs of customers, and making full use of the service functions of cooperative units; At the same time, we will seize the favorable opportunity when high-end customers have leisure to consider personal or family financial planning issues during the "Eleventh" 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 offer 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 Dragon Boat Festival, customers go out a lot, so 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. Activity Objectives

Through this series of activities, the personal banking business of the whole bank strives to achieve the following objectives in October:

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 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 this 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 business, and the fee income increased to the best level in the same period in history;

4. The transaction volume of self-service equipment deposit and withdrawal and other agency business increased by 11% compared with September.

5. Successfully complete all business indicators. Bank Dragon Boat Festival activity planning scheme 2

In the Dragon Boat Festival season, according to the consumption categories of xx credit cards-single consumption and installment consumption, as well as the existing cooperative merchants, we will provide customers with all-round one-stop services in terms of clothing, food, housing and transportation.

1. The purpose of the activity

To bring more convenience and preferential treatment to the credit card users of xx Bank; Enrich the celebration atmosphere of traditional festivals and stimulate consumption; Use existing resources to mobilize the business potential during the talk period; Consolidate the joint efforts of consumption, mobilize the enthusiasm of the whole people, and bundle consumption in one stop; Activity target: users of existing credit cards (including debit cards) in xx city

2. Activity time

21xx, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x, x

III. Venue

xx Bank.

IV. Activity content

(1) Welcome the Dragon Boat Festival and send a "new" feeling

1. Activity content: From 21xx to 21xx, anyone who holds a new xx credit card (quasi-credit card, credit card) for 21xx will receive a special card if he spends three times on a single card and each card is full of 99 yuan.

2. Redemption process: the place to receive the prize: the counter on the first floor of the Bank Card Center of xx Bank Business Department; How to receive the prize: the cardholder shall collect the prize at the designated place with the newly applied xx credit card, POS purchase slip, shopping invoice and his/her valid certificate in 21xx; Redemption time: After the event, the cardholder can redeem the prize at the designated place from 21xx to 21xx (except holidays).

3. Precautions: each card is limited to one time during the activity; The number of prizes is limited, first come, first served, while stock lasts.

(2) "People enjoy the Dragon Boat Festival, xx is blessed with thousands of families"

What should I do if I encounter "tight money" when buying goods during the Dragon Boat Festival? In order to make it more convenient for xx credit card holders to buy their own satisfactory products during holidays, the temporary quota is increased for users with good credit records during the Dragon Boat Festival to meet the holiday credit card demand. The term of the temporary line expires on 21xx years, x months and x days. If the temporary limit provided by xx can't meet the needs of users, you can also call the customer service of xx Bank, and the bank will be able to raise the temporary limit value for users. Planning scheme of bank Dragon Boat Festival 3

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-end 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" for silver 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

xx, xx-xx, XX.

III. Purpose of the event

Taking the Dragon Boat Festival and National Day as the tipping point, focusing on individual high-end customers and cardholders, focusing on consolidating and developing customers, promoting the use of savings cards, and increasing the fee of Express Express Express, we will focus on expanding the shopping, tourism, catering and entertainment markets and related markets, at the same time 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. Contents of activities

Activities mainly include the following contents:

(1) "Happy Delivery of Golden Autumn Marketing Products" promotional gift activities.

In order to encourage cardholders to spend by credit card and make paperless payment, promote the rapid growth of various business volumes of bank cards and self-service devices, and at the same time 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 Gift-giving"

(1) During the activities, customers who hold our savings card and pay twice for self-service devices in the whole province can 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.