2. It is based on the account manager cloud studio platform. Coordinate marketing resources and increase the sales of wealth management, certificates of deposit, insurance and other products. , through 360 analysis, intelligent number dynamic investigation and other systems, timely capture the information of customers' large amount of funds in and out, follow up in time, retain and win back funds.
3. Pay close attention to the participation of all staff. Everyone has a task and a burden, forming a strong atmosphere for the whole bank to learn and catch up.
1, Measures of Jishui County Sub-branch of Postal Savings Bank:
A, clear personal savings expansion target, make personal savings stable and increase. First, the three key links of process management are deposit financing funds, large amount of funds in and out, and capital withdrawal, and all branches and outlets undertake management and supervision responsibilities to ensure that they are put in place. The second is to make full use of the deposit pricing authorization policy. Strengthen the promotion of innovative products such as characteristic savings, personal certificates of deposit and wealth management treasures, and actively strive for funds outside the bank. The third is to strengthen products and expand deposits. Make use of competitive short-term wealth management products issued by the head office, do a good job in quota application and list management in time, and assist outlets to attract customers to buy funds, increase the amount of funds and expand the deposit bank. Fourth, pay attention to experience sharing and exchange. Summarize the experience of advanced outlets in expanding storage, strengthen the construction of model points and experience sharing, summarize and share the experience of excellent outlets every week, and encourage outlets to learn from each other and make progress together.
B. Sub-branches earnestly implement the measures of the superior bank to stabilize deposits and increase reserves, paying attention to both the "target" of time increase and the "foundation" of daily customer maintenance, and taking making the customer base bigger and stronger as the fundamental work to stabilize deposits and increase reserves. Personal deposits increased, ranking first in the city, laying a good foundation for business development throughout the year.
1. The bank vigorously promoted the "expanding households and improving quality" of personal deposits: focusing on polymer code merchants, setting up outreach marketing teams by outlets, adopting regional responsibility system, and carrying out list-based "street sweeping" marketing, which led to the inflow of funds of more than 8 million yuan. Strengthen cooperation with local sugar enterprises, obtain the first-hand list data of sugarcane payment issued by other banks, make full use of the "sharp weapon" of financial POS machine, carry out deposit product marketing for large sugarcane households with more than 50,000 yuan, and vigorously grab foreign funds. Follow up the marketing of product portfolio in time, such as time deposit certificate, bank network and so on. For customers who pay for sugar cane in the bank, thus increasing the retention of customers' funds. Pay attention to the comprehensive driving role of personal loans, and realize loan-deposit linkage by putting in sugarcane transfer station loans. In addition, special incentive wages are allocated to key deposit products, and data are reported daily to create a good atmosphere for everyone to pay attention to deposits and everyone to market deposits.