Banks are financial institutions established in accordance with the law to engage in currency and credit business. Banks are the product of a commodity currency economy that has developed to a certain stage. The following is a bank activity plan that I have carefully collected and compiled. I will share it with you below for your enjoyment.
Bank activity plan 1
1. Activity goals
In order to thank our customers for their long-term concern and support for our branch, and to further enhance the market influence of our branch , this branch holds the following marketing activities with a grateful heart, strives to repay customers' trust, is committed to enhancing customer value, seeks development with customers, and shares the fruits of creation.
2. Activity content
(1) Carry out the theme activity of "deposit to win big prizes, good luck will come to you"
1. Activity target: all deposit customers of the branch.
2. Activity time: May 1, 20__ to May 7, 20__.
3. Activity rules: During the activity, any customer who goes to the branch to handle deposit business exceeding ____ yuan will be eligible for a lucky draw. At the end of the event, 20 lucky customers will be selected to win __ commodities worth ____ yuan.
(2) Carry out the themed activity of "Win Loans, Good Luck Comes Every Day"
1. Target audience: all loan customers of the branch.
2. Activity time: May 1, 20__ to May 7, 20__.
3. Activity rules: During the activity, all customers who go to the branch to apply for loan business will be eligible for a lucky draw. At the end of the event, 20 lucky customers will be selected to win __ commodities worth ____ yuan.
(3) Carry out the themed activity of “Use electronic banking to get surprise gifts”
1. Activity target: all corporate online banking, personal online banking and mobile banking customers of the branch.
2. Activity time: May 1, 20__ to May 7, 20__.
3. Activity rules: During the activity, firstly, branch corporate online banking customers who use corporate online banking to complete more than 5 accounting transactions (inclusive), and the cumulative amount reaches 1 million yuan, can participate in the lottery. At the end of the event, 10 lucky customers will be selected and each will receive __ commodities worth ____ yuan. Second, personal online banking customers and mobile banking customers of branches who complete more than 5 (inclusive) personal online banking and mobile banking accounting transactions respectively, and the amount of each transaction exceeds 200 yuan, can participate in the lottery, and each will receive the following prizes: First Class 20 people (10 each for personal online banking and mobile banking users) will win __ commodities worth ____ yuan. The 500 second prize winners (250 personal online banking and mobile banking users each) will each receive a 100 yuan phone recharge card.
3. Event Arrangement
After the event, a lottery will be held in mid-May. The lottery will be conducted under the notarization of the notary department and will be randomly drawn by computer. The winning information will be announced in the business halls of each branch branch, and prizes can be collected at designated locations.
IV. Activity Statement
Within one month from the announcement of the winners list, if the customer picks up the prize at the designated location in the future, it will be deemed that the customer has automatically given up.
5. Promotion of the event
(1) Promotional posters for this marketing event will be posted at each business outlet of the branch, and event information will be broadcast through LED screens.
(2) The branch will publicize this marketing activity through television, newspapers and other media.
(3) All departments and business outlets of this branch will answer customers’ inquiries about this marketing activity.
Bank activity plan 2
1. Purpose of the activity
To attract customers as the purpose of the activity, interact with community customers, create project community culture and feelings, and drive New and old customers, increase the popularity of our community bank, attract the attention of customer groups, and expand the influence and awareness of community banks.
2. Key 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 come into our community bank, this game activity is specially organized to achieve eye-catching results.
Arrange a fixed period of time every week to carry out somatosensory game interactive projects at the door of my community bank (or within the scope of ability). The content and activities of this game are novel and refined, and at the same time it has a national fitness effect, which will definitely attract customers passing by, and these customers who stop must be the customer group our bank is looking for. In addition: Customers who participate in the somatosensory interactive game need to sign the activity participation details registration book and leave their phone number as the source of our bank's customer information.
2) When the customer attracts a certain number of people, you can continue to carry out the prize-winning Q&A session.
Visiting customers can not only experience the fun of somatosensory games, but also participate in prize feedback for answering questions. The publicity will definitely achieve the desired effect.
2. Suggestions for communication topics
Suggestions for answering questions are as follows:
1. In what year was a bank established?
2. What is the business philosophy of a certain bank?
3. What are the product specifications of a certain bank’s financial products? You can choose some questions that are based on customer needs.
3. Publicity methods
(1) Deliver event advertisements in newspaper boxes in communities surrounding community banks;
(2) In elevators in communities surrounding community banks Post marketing activity advertisements inside and on the bulletin board;
(3) Promote activity information through WeChat;
4. Activity feedback and follow-up sales action plan
According to The on-site personnel will summarize and analyze the status of the activities carried out by customers, and provide targeted services to customers. For customers who participate in game interaction, targeted in-depth digging will be conducted after the game is over.
3. Target customer organization
1. Target customers
Target customers include: visiting customers from the surrounding communities of the community bank through publicity, and customers on the same day Bring old and new customers;
2. Customer organization
The new and old customers who make appointments come to our bank on the same day, and the reception staff will conduct a brief understanding and then conduct triage guidance, and the consulting customers will be brought to In the consultation area, customers participating in the game are brought to the game area to register. At the start time of the game, a fixed staff will explain the game methods and precautions, and then the interactive game and Q&A game will begin. Customers who answer the bank's questions correctly will be given exclusive souvenirs of Bohai Bank.
IV. Arrangement of time and place
1. Time
Any holidays or statutory rest days after the community bank opens.
2. Location
At the door of our community bank (or within our capabilities).
5. Cost budget
__ 3,000 yuan for one somatosensory game machine;
0-500 yuan for 100 souvenirs (you can use our bank’s existing water bottles or Others);
A flat-screen TV costs 3,000 yuan (community banks should have their own equipment).
VI. Analysis of expected effects
1. The business volume expected to be brought by this event cannot be guaranteed, and the popularity will definitely increase dramatically;
2. Through the expected impact of this activity, the expected impact will leave a deep impression on customers and at the same time, cooperate with the sales of financial management and savings products to significantly increase branch deposits and business volume.
VII. Personnel Arrangement and Responsibilities
1. Event Planner: 2 people
Responsibilities: Arrange on-site divisions to receive customers and assign equipment debugging and other processes.
2. Activity coordinators: 3 people
Responsibilities: receive visiting customers and do a good job of promotion and explanation.
3. Person in charge of the event site: 1 person
Responsibilities: Responsible for all the details of the day's activities.
8. Suggestions for bank New Year’s Day marketing activities
Prepare some small gifts needed for the festival, such as Spring Festival couplets, blessing characters, desk calendars, lanterns, Chinese knots, Year of Sheep mascots and other small gifts to welcome the Spring Festival. Gifts encourage people to save money. Our promotional flyers can also be distributed to customers by placing them in red envelopes to add a festive atmosphere.
Or hold a theatrical performance in the surrounding community, or launch a knowledge competition or prepare some small games, distribute gifts, take the opportunity to increase the scale of our bank's influence, and explain our bank's benefits to the people during the activities Policy and financial knowledge allow the masses to interact and communicate with us, and truly establish our bank's work philosophy of serving the masses, bringing them holiday blessings and the joy of participating in activities.
Also, our leaflets can actually be more intuitive. Textual things are still not conducive to people quickly understanding the content, and most of the older people are a little dazzled. , we can reflect the interest rate of our bank in the form of pictures. Draw a person and he introduces the maturity income of a 10,000 yuan deposit here in different deposit periods. You can also write down the interest rate comparison with other banks. In fact, each bank has different levels of increase. We don’t need to write down the base interest rate. We are competing with other banks to let customers know that deposits in our bank are higher than those in other banks. How much to pay. And write "Our bank provides one-to-one warm and thoughtful service. When you decide to give us a chance to serve you, please bring this flyer to our bank and contact our account manager. He will based on your expectations. We will tailor a financial plan that suits you and give you special offers.
Bank activity plan 3
On November __, "Thanksgiving" comes again. Exotic holiday products are also favored by Chinese people because they are in line with the traditional virtues that the Chinese nation has always promoted. Be grateful and happiness will always be there. The reporter recently learned from Industrial Bank that the bank has launched a series of holiday gift packages - "Thanksgiving".
Gift package 1: Dining discounts and delicious food
The charm of a gourmet meal is irresistible, and festivals and food always go hand in hand. On this year’s "Thanksgiving", Industrial Bank launched a "special offer". Jiali, enjoy the "2 people traveling together, 1 person free" activity, Industrial Bank credit card holders can enjoy Cantonese steamer steamed food, exquisite tea desserts and desserts at the designated Xiamen Jiali Seafood Restaurant buffet at a discount... Let your "taste buds" enjoy Thanksgiving Bloom.
It is reported that from now until November __, 20__, every Tuesday night, you can use your Industrial Bank credit card to make purchases at the Xiamen Jiali Seafood Restaurant buffet, and every Saturday night, you can use your Industrial Bank credit card to make purchases. For consumption at the designated Xiamen Jingmin Center Hotel buffet western restaurant, you can enjoy the buffet discount of "2 people traveling together, 1 person free of charge". The quota of event discounts is limited, first come, first served, while supplies last.
Gift packs. 2: Get free phone calls by recharging on WeChat
When you are studying or working away from home, and on the occasion of Thanksgiving, Industrial Bank reminds you: Don’t forget to call home and chat with your family.
Industrial Bank launches WeChat payment mobile phone recharge promotion for cardholders: from now until November __, 20__, bind an Industrial Bank credit card on mobile WeChat and recharge the funds in your bank account to any desired amount through WeChat payment. If you successfully recharge 50 yuan in your mobile phone account for the first time, you will receive 10 yuan of phone credit. Daily cardholders can also log in to the official website of the Industrial Bank Credit Card Center and click "Telephone Recharge" to complete the gift package. 3: Love deposit certificates send care
In the business hall of Industrial Bank, the reporter met Xiao Zhang, a citizen who came to apply for the "heart-to-heart" love deposit certificate. He told the reporter: "He is concerned about the 'heart-to-heart' love deposit certificate of Industrial Bank. After a long time, the design of the deposit certificate is the same as the greeting card, and the accompanying love blessing card is warm and loving. And like ordinary certificates of deposit, the one-year deposit interest rate is also increased by 10%, which is economical and practical. Furthermore, my daughter-in-law was about to give birth, so I happened to pay a quarterly bonus and planned to give her a small surprise. This money will be reserved as a growth fund for my child in the future. "
The reporter learned from the financial manager of Industrial Bank that this "Heart to Heart" love certificate of deposit starts from 50 yuan, and the minimum deposit period is three months. It is very convenient and can be roughly divided into categories according to the age of the recipient. Many citizens come to buy them as gifts for relatives and friends, including old, middle-aged and young people. The deposit certificate has an amount and a period, but the numbers on the deposit certificate silently express to family members the priceless and everlasting love of family.
Gift package 4: Upgrade "An Yu" to receive benefits
The reporter learned that following the square dance competition, Industrial Bank's first domestic pension financial plan "An Yu Life" has been launched for the second time. After the upgrade, the service will start from building a pension financial platform, provide exclusive financial products, deposit interest rate increases and other financial services, and issue an exclusive financial card for elderly customers - Songhe Card, which can be enjoyed as "An Yu Life" customers Carrier of related products and services.
Recently, the annualized reference net return rate of Tiantian Wanlibao, a well-known "stable" financial product of Industrial Bank that everyone is familiar with, has reached more than 5.5%; and the "Anyu Pension Wealth No. 1" financial product It also attracts many middle-aged and elderly customers to purchase and consult with its characteristics of “lower risk and higher returns”.
Bank activity plan 4
1. Concept: Marketing planning plan is a variety of activities carried out by commercial banks to achieve expected sales goals before selling financial products or services. Overall planning document for sales promotion activities.
2. Function: Marketing planning is a plan made for a certain customer development and a certain product marketing. Its task is to gradually transform the hazy "future tense" into an orderly "present continuous tense". "Provides action guidance, and the resulting marketing planning plan is the blueprint for commercial banks to carry out marketing activities.
3. Characteristics: Marketing planning plans must have clear purpose, obvious comprehensiveness, strong pertinence, outstanding operability, precise clarity and other characteristics, that is, they must reflect "focusing on the theme and purpose." "Clear, in-depth and detailed, thoughtful and specific, one policy for one thing, simple and clear" requirements.
Structural model
1. Category: Commercial bank marketing planning plans can be divided into large-scale excellent customer marketing planning plans, major project marketing planning plans, and market planning plans because of their different planning objects. Survey planning, product promotion planning, etc.
2. Structure:
The basic structure of the marketing plan is:
Part One: Marketing Plan Cover
In this part In the content, the planner needs to briefly summarize the following content item by item:
1) The full name of the marketing plan.
The basic format is: __ Bank’s marketing plan about ____
2) Marketing planning department and planner.
Marketing planning: __ Bank__ branch (branch) customer department
Chief planner: ___, ___, ___
3) Marketing planning time .
____Year_Month_Day
Part 2: Marketing planning theme and project introduction
According to different marketing planning objects (i.e. marketing planning projects), Develop themes that each should focus on. The marketing planning theme is the cornerstone and core of the entire marketing planning and the basic principle of marketing planning. On the basis of elaborating the theme of marketing planning, a brief introduction to the planned project should be made, including the background of the project, the overview of the project, the progress of the project, the development trend of the project, etc.
Part Three: Marketing Planning Analysis
Marketing planning analysis can be an item-by-item classification analysis or a comprehensive analysis, depending on the specific circumstances of the planning.
1) Project market analysis.
Macro-environmental conditions. It mainly includes macroeconomic situation, macroeconomic policy, financial and monetary policy, capital market trends, capital market conditions, etc.
Project market conditions. It mainly includes the market sales and market demand of existing products or services, potential customer demand for new products or services of commercial banks, market share, market capacity, market expansion space, etc.
Peer market conditions. It mainly includes the institutions of the same industry, the target market of the same industry, the competition methods of the same industry, the marketing methods of the same industry, the possibility and extent of the peers entering the market, etc.
The market analysis data required for various marketing plans are not exactly the same. They should be collected according to the needs of the marketing plan and briefly explained in the marketing plan.
2) Basic problem analysis.
What are the problems faced by marketing planning and the problems to be solved? What are the reasons for the generation of these problems? What are the main reasons? How to determine the basic ideas for solving these problems, what is the starting point? Through what means , how to solve it? Wait.
3) Analysis of main advantages and disadvantages.
Analysis of main advantages: Focusing on the theme of marketing planning, a certain aspect of marketing activities (such as market research, new product development, market promotion, advertising, etc.) will be carried out. What advantages do you have? The main ones are When analyzing one's own advantages (that is, one's own strengths), some external favorable factors should also be considered. Marketing planning is to make good use of favorable factors and give full play to your own advantages. The analysis of advantages should be calm and objective, neither "over" nor "under", and should be realistic and realistic.
Main Weakness Analysis: Main Weakness Analysis is to analyze some external unfavorable factors associated with the marketing activities to be carried out and its own weaknesses and shortcomings. Marketing planning is to avoid and resolve these unfavorable factors, how to make up for one's own shortcomings and stagger one's own weaknesses.
Analysis of main conditions: Analysis of main conditions is to analyze the conditions required for the marketing activities to be carried out, including the conditions that are already in place and the conditions that need to be created, listed one by one, and analyzed one by one, in order to obtain the optimal resources. Utilize and combine.
Part 4: Marketing Planning Objectives
The marketing planning of different projects has different marketing planning objectives, and marketing planning objectives are mostly composed of some specific indicators. When formulating marketing planning goals, be realistic and achieve them through hard work.
Part Five: Marketing Execution Plan (i.e., safeguard measures)
Formulating a marketing execution plan is the highlight of marketing planning and is the basis for all aspects of marketing activities. Careful design, careful arrangement, and one-by-one arrangement and implementation are the scripts for the organization and development of marketing activities.
The following issues should be considered when formulating a marketing execution plan:
(1) Straighten out the various relationships involved in this marketing activity.
(2) Grasp the key points and difficulties of this marketing activity.
(3) Determine the strategy that should be adopted for this marketing activity.
(4) Figure out the human, financial, material and other resources and conditions that can be used to carry out this marketing activity, and determine the planning budget.
(5) The composition of this marketing team, the tasks, responsibilities and roles that each participating department and personnel should complete in this marketing activity.
(6) Develop the monitoring, feedback mechanism and transmission system for this marketing activity.
(7) Time arrangement for completing this marketing planning task (phased tasks).
(8) Sudden problems and emergency measures that may arise during this marketing activity.
(9) Assessment, reward and punishment methods for this marketing activity.
Writing instructions:
When writing a marketing plan, you should pay attention to the following points:
1. Highlight the selling points.
Persuasion is the essential feature of planning. Each planning plan must have a unique selling point, so that readers can understand it at a glance and be moved by it, so as to persuade leaders to adopt it.
2. We must highlight innovation.
Don’t write a planning book as a plan, because a plan does not require creativity, it only deals with details, and planning must be creative.
3. Focus on the key points.
The planning plan must not be comprehensive. Whether it is project introduction, planning analysis or marketing execution plan, it must be focused.
Bank activity plan 5
In order to further strengthen our bank’s service work, continuously improve service efficiency, enhance service levels, shape the service image of __ bank, and create __ bank’s services brand, and promote all business operations of our bank with high-quality and efficient services. In accordance with the guiding spirit of the branch's service work this year and in accordance with the branch's arrangements, the branch decided to launch a civilized and high-quality service competition.
The activity implementation plan is as follows:
1. Competition goals
Through this activity, we will promote high-quality service work, with advocating civilized and standardized services in the industry as the core, and standardizing high-quality service standards as the guide. Focus on establishing and improving the scientific service management working mechanism, enhance the service awareness of all employees, continuously improve service levels, create a characteristic service culture, establish and publicize advanced service models, build a first-class service team, cultivate a first-class service culture, and create a first-class service Service brand, display a first-class industry image, enhance the service brand of Jilin Bank, build a "Civilized and Quality Service Year", and promote the development of branch business.
2. Organizational Leadership
In order to ensure the orderly progress of high-quality service work, the branch has established a leading group for civilized high-quality service competition activities. The members are as follows:
Team leader ：__
Deputy leader: _______
Members: __
Leading Group Office
Director: __
Deputy Director: ________
Members: __
Specific work is organized and implemented by the office, with cooperation from various departments.
3. Activity Arrangement
The activities are divided into three stages: mobilization, implementation, and summary evaluation.
(1) Mobilization stage (March 16-March 25).
1. Organize and carry out learning mobilization activities. The first is to hold a meeting of middle-level cadres to study and implement the spirit of the "___20__ Civilized and High-Quality Service Competition Activity Meeting" and convey it to every employee to form implementation materials. The second is to establish a branch leadership group for civilized and high-quality service competition activities. Establish a "top leader" responsibility system and clarify responsibilities. The third is to formulate the "____ Civilized and High-Quality Service Competition Implementation Plan" based on the actual work. The fourth is to hold a mobilization meeting for all employees of the bank, issue this year's service work activity plan, clarify the purpose of the activity, and arrange the work plan.
(2) Implementation stage (March 26th - December 31st)
According to the branch’s competition plan, the branch will carry out this civilized and high-quality service competition from the following four aspects Work.
1. Formulate measures to improve services
Organize and carry out investigation and resolution of problems in services. Each outlet must organize employees to investigate and sort out the problems in the unit's services and formulate rectification measures. Each outlet must organize employees to write a letter titled "Impressions and Experiences on How to Participate in a High-Quality and Civilized Service Competition" to self-discipline themselves. , actively participate in competition activities. Actively report on good people and good deeds emerging from activities, summarize experiences, strengthen exchanges, promote work, and improve the overall level of quality service.
2. Organize and carry out learning and skills training and competitions.
(1) Based on the "____ Service Standardization Standards and Detailed Rules" and the "____ Business Outlet Standardization Management Manual" as standards, regularly organize concept training and etiquette training, from service language, service attitude, professional image, service Standardize the service methods of teller staff in terms of discipline, service skills, service places, service facilities, etc., promote the process and standardization of service and management at each business outlet, and comprehensively improve the quality and civilized service level of Jilin Bank.
(2) Carry out training in aspects such as branch standardization construction, customer reception level, and business processing quality, focusing on cultivating the service capabilities of lobby managers and teller operation skills, select outstanding branches, and participate in on-site service demonstrations at branches competition.
(3) In order to comprehensively improve the comprehensive theoretical ability and business skills of counter staff, the branch will organize business training, special skills training, and business expert training, and will also conduct a special lecture and knowledge Q&A every quarter , skills competition, employees with outstanding achievements will represent the branch to participate in the branch's business competition.
3. Carry out service supervision and inspection activities. Announce the supervision telephone number, set up a suggestion box, and handle customer complaints promptly and properly. In response to complaints, the branch will hold an experience exchange meeting on handling emergency complaints and provide on-site lectures on those who have handled complaints and other emergencies appropriately and have high customer satisfaction rates to improve the bank's staff's ability to handle complaints and respond to emergencies.
4. Regularly hold service experience exchange meetings between branch directors and lobby managers.
Exchange service management experience; summarize good ideas and practices in service; find existing problems and deficiencies in service, and research solutions to persistent problems. The branch will hire professionals to provide explanations and improve service standards.
(3) Summary and evaluation stage (end of June and end of December 20__). This competition is divided into two evaluations, namely a half-year short evaluation and a full-year overall evaluation. The evaluation results in the first half of the year will be included in the total score for the whole year, and rewards will be given for the final evaluation at the end of the year. The branch will conduct a comprehensive inspection, evaluation, and quantitative scoring of the service work of each outlet during the activities in accordance with the standards of the "____ Service Standardization Standards and Detailed Rules" and the "____ Industry Outlet Standardization Management Manual" to produce advanced collectives and individuals.
IV. Reward and Punishment Measures
1. Award setting.
Half-year award setting: 2 awards for per capita business volume of outlets; 2 collective awards for civilized and high-quality services (outlets).
Year-round awards: 2 advanced collectives (outlets) with civilized and high-quality services, 2 service pacesetters, and 3 business operation experts.
Three people were awarded the Grievance Award.
2. Reward methods.
The branch will give rewards to award-winning units, collectives and individuals and report them to the branch. The branch will give material rewards and rewards for study and inspection abroad.
The grievance awards are recommended and reported by each branch, and specific incentive measures are determined by the branch leadership group.
3. Punishment.
The branch director of the head office who has made a valid complaint once will be dismissed from office (the person who made the valid complaint will be laid off and re-employed). If the service evaluation score is among the bottom three branches of the branch, the branch will hold the branch director accountable or impose financial penalties on the branch. .
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