(1) Overall completion

By the end of 10/12, the bank had signed 1 15 households (including 3 unilaterally contracted households), an increase of 3 households (2 in Zhongshan, FTZ 1) compared with last week, and the contract coverage rate was 67%.

The signing coverage rate of secondary branches in Foshan, Heyuan, provincial branches, Shantou, Shanwei, Zhaoqing, Jiangmen, Yangjiang, Jieyang and Yunfu 10 is less than 60%. Please study the countermeasures carefully and get the marketing effect as soon as possible. Provincial branches will supervise the above banks every week, implement the marketing progress, and assist in marketing when necessary.

(two) the signing of the provincial association and the agricultural cooperative institutions under its jurisdiction.

By the end of 1 1.2, the Bank had signed a framework agreement on inter-bank cooperation platform with provincial cooperatives and 50 rural cooperative institutions under its jurisdiction, with a contracted coverage rate of 5 1% and 48 unsigned customers. As the provincial association has signed a framework agreement with the provincial branch, please implement the signing as soon as possible.

(3) Customer information to be signed on the framework agreement of the inter-bank cooperation platform.

At present, 38 customers are interested in signing contracts. Please speed up the marketing work, complete the signing work as soon as possible, and submit the marketing progress on time every week.

(iv) Promoting the provision of services

1. The data test results of Guangzhou Bank's "Retail Intelligent Risk Control" have been released, and it is expected to provide relevant test reports to the Head Office and Jinke next week;

2. GAC Huili has entered the signing process of Retail Intelligent Risk Control and Data Testing Service Agreement;

3. China Everbright Bank Guangzhou Branch has completed the signing and service landing of peer bidding APP products;

4. Bohai Bank Guangzhou Branch has agreed to sign a contract to bid for APP products in the same industry, and relevant processes are underway;

5. Bank of Guangzhou plans to invite our bank and Jianxin Jinke to participate in the project as IT architecture consultants, and our bank will invite the head office and Jinke Company for inspection and negotiation in the near future.

Second, the marketing style display

Provincial branch-Zhongshan branch

165438+1On October 2, members of the Party Committee of the provincial branch visited Chairman Wu of Zhongshan Rural Commercial Bank Co., Ltd. and his party, and witnessed the signing ceremony of the strategic cooperation agreement between Zhongshan Branch and Zhongshan Rural Commercial Bank. Financial Market Department (inter-bank business center), Data Management and Information Technology Department of provincial branches and Zhongshan Branch participated.

Third, the next work requirements

(1) tier-2 branches with low coverage should take immediate measures to achieve marketing results as soon as possible, and provincial branches will conduct special supervision and notification.

Since the fourth quarter, the signing progress of tier-two branches has been slow, and brother branches in the system have been catching up quickly. Our branch is far from the first in the system, and the task is very stressful. For Foshan, Heyuan, business departments of provincial branches, Shantou, Shanwei, Zhaoqing, Jiangmen, Yangjiang, Jieyang, Yunfu and other 10 tier-two branches with contract coverage below 60%, provincial branches will take key supervision. The specific requirements are as follows:

1. Submit the customer information and target customer list of corporate financial institutions within its jurisdiction to the provincial branch by mail every week, and update it every week;

2. Submit the target customers, linkage leaders, marketing progress, customer visit records, photos, etc. Mail to the provincial branch;

3. The assessment policy and task decomposition of the inter-bank cooperation platform within the jurisdiction.

(2) Accelerate the landing of financial technology products of customers who have signed framework agreements.

For the customers who have signed the framework agreement of the platform for cooperation in the same industry in the early stage, they should dig deep into the needs of target customers in the later stage, strengthen marketing efforts, strive to serve the real needs as soon as possible, and ensure that they have both momentum and scores in the assessment.

Iv. evaluation and explanation

According to Provincial Branch's 20 18 Measures for Financial Science and Technology Assessment (Draft for Comment), in accordance with the requirements of striving for the first place in the system, and in combination with the current problems of tier-two branches, the relevant matters are hereby clarified as follows:

(A) in the assessment caliber

According to the draft for comments of the Head Office and provincial branches, the assessment criteria are: customer data corresponding to the signing of statistical framework agreement and product agreement. According to the framework agreement, customers account for 70% and product agreement customers account for 30%.

(2) About the total number of plans

The total number of absolute plans is not set, and the number of tier-one branches completed in the system at the end of 20 18 is taken as the total plan, and the same proportion adjustment is made according to the plans of tier-two branches in the above coverage report.

For example, suppose that Shanghai Branch signed 150 households at the end of September, our branch signed 100 households, and the coverage plan of a secondary branch is 10 households. The adjusted bank plan is150/100 *10 =15.

(3) About the data accuracy of ITM system

Due to the late launch of the Head Office's operating system, relevant data need to be further cleaned up and updated. We will communicate with the financial technology departments (e-finance departments) of provincial branches and use our relevant real-time data for notification.

(4) Assessment methods for tier-two branches that have not issued the contract coverage plan.

For tier-two branches such as Baiyun, Panyu, Huadu and Conghua, which have less resources of corporate financial institutions within their jurisdiction, the following assessment is adopted: the completion rate of signing 1 household plan is 60%, and the completion rate of signing 100%.

(V) Regarding the assessment of the "new generation case promotion" of financial technology, this indicator will be linked to the coverage rate of peer cooperation platforms and the number of contracted projects.

Special incentive plan for the fifth and fourth quarters

(1) Inter-bank cooperation platform is one of the social platforms of the Head Office's financial technology strategy 14, with a weight of 32%(KPI score is 7) in the financial technology assessment, which has been included in the KPI assessment of tier-two branches in the fourth quarter, and the indicator is "Number of customers gained by the Head Office in promoting social platforms". See 20 18 KPI assessment of tier-two branches in the fourth quarter for details.

(2) According to the Notice on Doing a Good Job in Marketing of Inter-bank Cooperation Platform in the Fourth Quarter (Financial Market Department (Inter-bank Business Center) [2018] No.801), the provincial branches arranged no more than 6,543,800+million net profit margin, 4 million intermediate business income and 3 billion inter-bank business in the fourth quarter. According to the customer's signing time, first come, first served, while stock lasts (the income is 654.38 yuan+10,000 yuan/household according to the framework agreement, and the service fee is 200,000 yuan/household).