The following is a summary of bank card marketing activities I compiled, welcome to read. For more exciting examples of summarizing bank card marketing activities, please pay attention to the activity summary column. Summary of Bank Card Marketing Activities (1)

In accordance with the notification requirements of the superior bank on carrying out joint marketing activities of "caring for government customers and serving public finance", our bank took active actions, carefully organized, and combined with xx Based on the actual situation of the county government departments, they selected target customers in a targeted manner, implemented target responsibilities, and successfully completed the target tasks of the joint marketing activities. From _month__ to _month__, we marketed xx personal online banking users, credit cards Issue xx cards, apply for xx personal wealth management accounts, and have xx Peony e-Age card users. The relevant situation is summarized as follows:

Establishing an organization and carefully organizing it

In order to ensure the smooth realization of the goals of this event, xx Bank established an organization that is devoted to government customers and serves the public *** The financial joint marketing leading group, with the president as the leader and the heads of relevant functional departments and outlets as group members, uniformly organizes, coordinates and manages marketing activities. The leadership group holds topic meetings to carefully analyze the resource situation of government departments and carefully Classify and target key marketing targets, and all relevant departments cooperate closely and communicate in a timely manner, thus laying a good foundation for this marketing activity.

Do a good job in business publicity and promote the rapid development of marketing activities. During the event, xx Bank closely focused on the theme of the event and adopted promotional methods suitable for the actual situation of xx County to improve the reputation of xx bank's banking cooperation products. It uses centralized marketing as a platform and door-to-door marketing as a means to market our bank's financial products through high-level visits, bank policy talks, door-to-door delivery of orders and other forms of marketing. At the same time, marketers are required to go deep into households to provide on-site explanations and guidance. The knowledge of card application and card use allows cardholders to become familiar with the card use process, integrate services throughout the entire marketing process, and achieve good results. For example, a civil servant in the government quickly recognized and recognized the card through the on-site demonstration of the marketer. I used the ICBC Peony Card. After using the card on a business trip, I went to the bank to express my gratitude to the bank staff. The second is to strengthen counter marketing. When government department personnel come to our bank to handle corporate business, the counter staff will promptly introduce them to the relevant personnel, and the marketing staff will further talk with them and promote our bank's financial products. The third is to improve the incentive mechanism and highlight the overall employee marketing. In order to make full use of the social relationship resources of the entire bank's employees and effectively mobilize the joint marketing resources of the entire upper and lower branches, the branch has increased the special link assessment of the bank card business in the second quarter in the operating target responsibility system, and effectively mobilized the bank card business through continuous improvement of the incentive mechanism. In order to improve the enthusiasm and initiative of employees in marketing, many employees took advantage of their relatives and friends working in government departments to actively market and achieved certain results.

Improve after-sales service and improve customer satisfaction

In this marketing activity, our bank will also improve after-sales service and improve the card usage level of cardholders so that each holder can Card customer satisfaction is an important aspect. In order to improve the success rate of bank card transactions and avoid unsuccessful transactions, the company adopts measures to promptly explain to cardholders the exceeding limit of passwords and account management regulations, remind cardholders to avoid error codes for exceeding the limit of transactions, and remind cardholders that when the account amount is not enough, When confirming, please check the transaction first to avoid errors such as total amount exceeding the limit. This not only strengthens the publicity and guidance to cardholders, but also improves the cardholders' card usage level and promotes the success rate of card transactions. Provide timely and complete answers to relevant inquiries raised by customers. For those who cannot answer at the time, make phone calls or door-to-door follow-up visits within the agreed time to improve customer satisfaction, so that a group of customer groups will not use it or are unwilling to use it. , gradually cultivated in the process of active use. Summary of Bank Card Marketing Activities (2)

Since this year, Bank card, seize high-quality special merchants, expand the scale of card issuance, and achieve remarkable results through the joint efforts of the entire bank. As of September Ranked first in the number of credit card issuances, and achieved bank card intermediary business income of 660,000 yuan.

First, clarify the market positioning.

In order to expand the scale of credit card development and seize the credit card market share, the bank conducted objective and accurate research, analysis, and forecasts on the credit card market, and held multiple symposiums with department and branch heads to improve ideological understanding, change concepts, and unify employees' behaviors to Implement the branch's business decisions and strive to create a business philosophy and business environment in which the entire jurisdiction revolves around the market and employees revolve around customers.

The second is to improve the assessment mechanism. At the beginning of the year, the bank decomposed the credit card target tasks into departments and outlets, and implemented a "double linking" policy, that is, the number of indicators is linked to the performance of department outlets and to account managers. At the same time, second-line personnel are also required to fully tap individual customer resources and set targets. Task. By formulating incentive measures such as the "Bank Card Marketing Reward Measures", employees who have completed tasks will be rewarded according to standards, and employees who have not completed tasks will be severely punished. It not only ensures that everyone participates, but also links it with job responsibilities, so that employees have goals in mind, have pressure on their shoulders, and are motivated to work, and maximize the enthusiasm of employees to actively promote, introduce, publicize, and market credit cards.

The third is to take the initiative in marketing. The bank got rid of the passive marketing situation of relying solely on the personal finance department, formulated and implemented a marketing linkage mechanism, and gave full play to the comprehensive marketing functions of the existing marketing teams and business outlets such as the personal finance department and account managers to achieve the overall marketing of the bank. The effects of departmental advantages complementation, product bundling, and unit batch issuance of cards. The Dongpang branch went deep into the mining area, increased marketing efforts to group customers, and successfully marketed 374 credit cards at one time; in the process of promoting credit cards, it focused on leveraging its advantages in corporate, housing and other corporate businesses, and through account managers provided new loans to real estate development companies and loans. Promote and introduce various emerging businesses of the bank to household and housing mortgage customers, organically combine bank card and loan marketing and other businesses, and bundle marketing of credit cards in a targeted manner to improve service quality. Summary of Bank Card Marketing Activities (3)

Since the beginning of this year, according to the unified arrangements and deployment of the provincial branch, a certain bank has seized the two peak seasons of capital withdrawal and vigorously implemented the Golden Key Spring Action to Accompany Your Growth ?Comprehensive marketing activities with the theme of ? have achieved remarkable results in the development of various businesses. As of February 5, 2010, the total amount of deposits reached 100 million yuan, a net increase of 100 million yuan from the beginning of the year, of which the total personal savings deposits were 100 million yuan, a net increase of 100 million yuan from the beginning of the year; the loan balance was 100 million yuan, a net increase of 100 million yuan from the beginning of the year. RMB 10,000 in intermediary business income, including RMB 10,000 in bank card income.

1. Strengthen leadership and carefully deploy "Operation Spring"

After the provincial branch made the decision to implement "Operation Spring", a bank quickly held a president's office meeting, executive meeting, The staff meeting conveyed and implemented the spirit of the provincial branch, and researched and arranged the bank-wide "Spring Action" marketing activities.

First, strengthen leadership. In order to raise awareness, let all levels effectively strengthen the organizational leadership of "Spring Action". The party committee of the branch repeatedly emphasized at the executive meeting and directors' meeting that spring is the time of year. During the "two festivals", the flow of people, logistics, and capital are highly concentrated, which are non-renewable and scarce resources during the year. We must firmly seize the opportunities. , Doing a good job in marketing work during the "two festivals" is of great strategic significance for the successful completion of the bank's full-year work goals. Through repeated communication, the principals in charge of each unit have generally enhanced their sense of urgency and responsibility for the "Spring Action", and their work initiative has been greatly improved. At the same time, the branch promptly established the "Golden Key Spring Action for Your Growth" comprehensive marketing leadership group with the party committee secretary and the president as the team leader, the vice president as the deputy team leader, and the head of the front and back office departments of the branch as members; each unit was also established accordingly A working group with the main person in charge as the team leader and business backbones as members has clarified the specific responsibilities of the team leaders and members of the special teams at all levels for the various work goals, measures and implementation of the "Spring Action", and effectively strengthened the response to the "Spring Action". organizational leadership.

The second is to refine the marketing plan. The branch promptly issued the "A Bank's Golden Key Spring Action to Grow with You" Comprehensive Marketing Implementation Plan, which included the action time, participating units, organizational structure, action goals, marketing strategies, main guarantee mechanisms, assessment indicators, and evaluations of the "Spring Action" Rewards have been refined. By establishing a team of account managers, creating a comprehensive marketing platform, enriching financial products, optimizing the customer structure, and improving the guarantee mechanism, we strive to create a five-in-one comprehensive marketing system and realize the advancement of scientific, professional, standardized, and systematic marketing work. Make the marketing plan have strong guidance for the whole bank's marketing work.

The third is to launch strong publicity. On the basis of sufficient preliminary preparations, the branch promptly held a bank-wide "Spring Action" marketing mobilization meeting. At the meeting, the secretary of the party committee and the president of the branch gave a themed report entitled "Emergency action, all personnel went out to seize business opportunities, and achieved "Spring Action" a good start in marketing in the first quarter", which greatly boosted the morale of the whole bank; leaders of the branches in charge and relevant departments The head of the department redeployed the marketing activities; representatives of the department and branch offices made statements. The bank-wide "Operation Spring" marketing campaign was launched with enthusiasm and momentum, laying the foundation for a good start.

2. Implement the measures and quickly set off the "Spring Action" climax

First, the main persons in charge of each unit stand on the front line of marketing, command from the front, and take the lead in setting an example. The second is to open the window fully and implement all-weather and full-load operation. The third is to go out for marketing and poach high-quality customers from other banks. The fourth is to increase publicity efforts. While the branches uniformly use television, newspapers, and large outdoor advertisements for publicity, each branch promptly uses radios, mobile propaganda vehicles, banners, and sets up consultations in crowded areas such as stations, docks, and residential areas. The publicity work will be fully launched through various methods such as the website, and an all-round and three-dimensional publicity atmosphere must be formed. The fifth is to do a good job in quality service, ensuring good appearance, good service facilities, and good civilized language? Three Goods? standards, and strive to Create a comfortable environment for customers. Implement differentiated services for high-value customers and solve the problem of long queues for customer deposits and withdrawals as soon as possible. All units strive to improve service levels by focusing on on-the-job training; strive to improve service levels by focusing on the training of star-rated employees; strive to improve service levels by paying close attention to rewarding the good and punishing the bad, giving heavy rewards to those who provide excellent service, and those who quarrel with customers, Anyone who has a blunt attitude, low service efficiency, etc. that damages the image of the bank will be severely punished. Sixth, we will strengthen up-down linkage and overall marketing functions, and implement integrated marketing of assets, responsibility, intermediary business, and domestic and foreign currency business for high-quality customers to amplify customer value in an all-round way.

3. Strengthen supervision and advance the "Spring Action" in depth

During the period, the branch held executive meetings and meetings of city and town directors to listen to marketing work reports, analyze, and Coordinate and solve existing problems, promote "Spring Action", quickly expand results, and advance in depth and comprehensively. In response to the overall slowdown in marketing work in mid-January, the branch promptly issued an "Emergency Notice on Doing a Good Job in Current Marketing Work" after on-site investigation and research, proposing 6 specific measures to speed up marketing progress. Leaders and departments personally sent the products to various outlets, personally organized employees to learn and implemented them, which quickly reversed the rigid situation of stagnant marketing work. The branch requires that the point-packaging department should effectively strengthen contact and guidance with the outlets and truly help the outlets solve difficult problems in marketing. For general problems, those that can be solved on-site should be solved on-site, and those that cannot be solved should be collected and reported to the leaders of the branch in charge in a timely manner, so as to create conditions and solve them in a timely manner. Summary of Bank Card Marketing Activities (4)

The peak season marketing activities of our bank in XX are already halfway through. During the activities, the overall situation of Yinze Sub-branch is running well, and most of them can complete the schedule as scheduled. , I will now report some experiences during the peak season marketing period of Yinze Branch.

1. Apply pressure on yourself and actively deploy early action

As early as mid-December 2013, our branch held consecutive mobilization meetings on peak season marketing in 2014. Based on previous years, We formulated our own peak season marketing implementation plan for each line, and formulated our own publicity plan based on the characteristics of the branch’s own customer structure, and established corporate deposits, personal deposits, electronic banking, and credit card marketing with Ma Peiwen as the leader of the activity team. The team conducts targeted special marketing. For example: In terms of credit cards: Our bank combines its own financial agency business and focuses on the issuance of civil servant cards for units. As of March 3, our bank has received 370 credit cards, including 153 civil servant cards for budget units, accounting for 10% of the total. 40.8% of the total; in terms of e-banking: Our bank has increased the promotion of e-banking product discounts - five surprises. The lobby manager will activate e-banking products and conduct accounting transactions immediately, and at the same time give gifts to customers. Improve the simultaneous signing rate of e-banking and the proportion of e-banking accounting transactions; in terms of key products: use the OCRM system and marketing operation support system to screen target customers, proactively contact and conduct precise marketing.

2. Clear goals, everyone has indicators

After our branch clarified the goals of public and private peak season marketing, our bank carried out the work according to the requirements as soon as possible. Lines and groups were differentiated for the second time, so that every employee could understand their key marketing objects and the specific target amount of marketing. Moreover, the implementation of indicators is based on the target determined by the branch and an additional one-third is added to ensure the full realization of our bank's peak season marketing objectives.

3. Adapt measures to local conditions, all staff attack to achieve fruitful results

Compared with other business outlets of our bank, the agency financial business is the highlight of our bank and it also caused the business volume of our branch to double. main reason. Near the end of the year, a fiscal budget unit has a large number of fund settlements, and the business volume has reached more than 300 new transactions every day. On the one hand, our branch organized manpower to solve customer congestion and maintain order in the hall. On the other hand, all employees were responsible for fund interception. At work, through the efforts of all employees for nearly a month, the retained deposits amounted to more than 10 million yuan, and a number of high-quality individual and corporate customers were also maintained; at the same time, making full use of the Chinese Spring Festival customs, all employees brought couplets and wall calendars distributed by our bank , take the initiative to visit customers door-to-door to visit high-quality customers and potential customers in the surrounding area. Our bank's electronic banking business and physical gold have made greater breakthroughs than ever before, especially the sales of physical gold. Our branch There is basically no "big deal", all are sporadic sales of 20 grams and 50 grams, that's it. The current gold sales are 6780 grams. This can not but be said to be the result of vigorous publicity and door-to-door marketing. In terms of debit cards, we strive to recommend cards to customers when opening accounts. This is due to the vigorous sales of counter staff. It is estimated that each of the two shifts of counter staff applies for nearly 10 cards per day; electronic banking business has been the most popular in previous years. The shortcomings of my branch, through well-divided and targeted marketing, have so far been ranked at the forefront of peers in the region. The completion rate of key products such as account funds, fund fixed investment, and agency insurance also ranks among the top in the bank.

4. Strengthen quality services and improve our bank’s visibility

In conjunction with the training on building benchmark outlets at the end of last year, our bank employees continue to solidify the achievements of model outlets, uniformly dress and become accustomed to standard services In terms of terms, through standardized and standardized services, we can improve the overall quality of tellers and achieve customer satisfaction and loyalty. This has established a good reputation for CCB Yinze Branch externally. At the same time, we actively explore critical customers through the OCRM system, expand and move critical target customers, and effectively increase the growth of individual customers.

5. Focus on learning and build a professional team

Since the beginning of our bank’s establishment, young employees have accounted for the highest proportion in all our branches. To this end, our branch pays attention to the training of employees and continuously strengthens its own learning. Through the old-to-new and job rotation, etc., new employees become all-rounders in the shortest possible time.

At the same time, all employees of our bank study the spirit of the documents and rules and regulations of the superior bank at the first time, and fully grasp the new products of our bank. In this way, while improving their own business level, they also grasp the product The advantages and features improve the ability to serve customers and better market products. Summary of Bank Card Marketing Activities (5)

With the development of the economy, financial activities are becoming more and more closely related to people’s daily lives. On October 13, our bank selected Fu'an District B, a community with a high occupancy rate within its jurisdiction, to carry out activities to popularize financial knowledge and publicize financial common sense. Provide financial consulting (liuxue86) services to community residents at close range, and teach community residents the financial knowledge and financial skills that people need to understand in their daily lives.

At the event site, we used posters, exhibition boards, promotional leaflets, etc. to conduct all-round publicity and promotion of this event, creating a good publicity atmosphere. During the event, our bank staff enthusiastically and generously distributed financial knowledge leaflets to passers-by and community residents. While distributing promotional materials, they also communicated face-to-face with customers to understand the needs of individual work plan customers in a timely manner. At the same time, we also explained topics such as interest rate liberalization, RMB anti-counterfeiting, and prevention and control of fraud cases that residents have recently paid attention to. Community residents responded well and expressed that they were very fruitful.

Look, everyone, this is a counterfeit 50-yuan banknote. What is the difference between it and the real currency? Dozens of residents are listening to the staff of our bank explaining the knowledge of counterfeit currency, starting from the characteristics of the counterfeit ten-yuan banknote. Let’s talk about the difference between counterfeit and genuine hundred dollar bills.

Then, the staff told everyone about the bank’s current deposit interest rates and deposit techniques. During the exchange, a resident mentioned that when an old man went to the bank to make a deposit, his deposit was accidentally turned into an insurance policy. The staff of our bank told this resident that when making a deposit at the bank, he must first look at the name of the document. If the other party gives the depositor an insurance policy to fill out, the insurance policy will usually indicate the name of the insurance company and the type of insurance. and numerous additional terms. If it is a time deposit certificate, the deposit period, deposit interest rate, etc. will be displayed. The title of the deposit certificate is often marked with the words "time deposit certificate of a certain bank". The name of the banking institution will not appear on the insurance policy.

We also specifically explained the use and convenience of personal online banking, mobile banking, SMS messaging, telephone banking and other electronic banking, so that customers can fully understand the advantages of our bank’s electronic banking products and handle business Convenience has been recognized by many customers.