The main needs of financial customers include:

First, in the face of fierce market competition, financial customers mainly need new business promotion and information communication with customers.

Second, banks, insurance, securities and other enterprises attach great importance to the development and maintenance of high-end customers in order to stabilize the foundation of business development, so there are needs for business development, corporate publicity and customer public relations.

Third, the financial industry attaches great importance to security issues and has security needs.

The needs of customers at different levels in the financial industry provide opportunities for postal services to develop corresponding services, and different services can be used to meet the needs of customers.

Important bank documents are delivered in the same city, which can save customers' costs; Postal image periodicals, greeting cards, image yearbooks and other services can help customers promote corporate image and maintain major customers; Facing the security concerns of banks and insurance, postal services can develop commercial banks' cash deposit and management, escort and inter-bank cash collection and payment, bank-enterprise statement business, credit card billing and other businesses.

When marketing personnel develop customers in the financial industry, they should take customers' needs as the starting point, solve problems for customers instead of selling postal products, and pay attention to keeping customer information confidential and safeguarding customers' business privacy in the communication process.

The main characteristics of financial customers and the introduction of financial industry;

1, main characteristics of financial customers:

First of all, with the rapid development of the financial industry, banks, insurance, securities and other enterprises are facing fierce market competition.

Second, customers in the financial industry are greatly influenced by the external environment, such as the degree of economic prosperity, people's consumption concepts and people's expectations of the economy, which will affect the business development of these enterprises.

Third, customers in the financial industry attach importance to safety work. Financial enterprises, especially banks, have a lot of cash transactions every day, which are prone to risk events such as staff misappropriating public funds and criminals stealing vaults.

Fourth, it has strong financial resources and high requirements for service quality.

Fifth, attach great importance to the maintenance of high-end customers.

2. Introduction to the financial industry:

Financial industry refers to banks and related fund cooperatives, as well as insurance industry. Except for industrial economic activities, all other economic-related activities are financial industry.

The financial industry originated in the Babylonian temple in 2000 BC and the Greek temple in the 6th century BC. From the 5th century BC to the 3rd century BC, money dealers and commercial institutions like banks appeared in Athens and Rome. In Europe, modern banks developed from currency exchange and goldsmith.