The blueprint of financial marketing process design is a picture or map that describes the service system in detail. The blueprint of financial marketing process design mainly includes four behavioral areas, three dividing lines and tangible display. These four areas are customer behavior, reception behavior of front desk staff, reception behavior of back desk staff and support process. These three boundaries are external interaction boundary, visible boundary and internal interaction boundary respectively.

Customer behavior mainly includes the steps, choices, actions and interactions of customers in the process of purchasing, consuming and evaluating services. The front desk employee behavior mainly includes the employee behavior that customers see and contact. The behavior of backstage staff mainly includes the behavior that customers can't see but support the front desk staff. The support process includes the steps for internal service and service personnel to perform service and interactive behavior.