Method and system for marketing in bank hall

Abstract

The invention discloses a method and a system realizing bank hall marketing in an embodiment. The method comprises steps of collecting client's personal information and transacted business class information selected by a client through a client terminal device; sending the collected client's personal information and transacted business class information to personal central database sub system, analyzing whether the information matches with client's information primarily stored, displaying the analyzed matching result on a computer terminal, generating welcome message and related marketing message; according to a primarily stored phone number, sending the welcome message and related marketing message to the client and a related bank hall personnel to make the client know the latest business information in time and guide the related bank hall personnel to provide the client with pertinent services. The invention can display and update client's information in time, send corresponding welcome message and marketing message to clients, and improve marketing success rate and bank service quality.

Description

technical field [0001] The invention relates to the technical field of network communication, in particular to a method and system for realizing bank lobby marketing. Background technique [0002] Existing bank outlets have serious queuing and unscientific management methods. Traditional bank outlet calling machines can only automatically print out calling orders in sequence according to the business types selected by customers, and cannot read customer information in real time to effectively distinguish customers. The number of queues at the business window is reasonably allocated, and the call number allocation has not realized intelligent and humanized management. In addition, the information kept by the customer in the bank is incomplete, or the customer's contact information has not been updated in time after a long time, resulting in confusion in the management of bank information. [0003] At present, banking institutions do not have a system with the functions of da...

AI Technical Summary

Problems solved by technology

[0002] Existing bank outlets have serious queuing and unscientific management methods. Traditional bank outlet calling machines can only automatically print out calling orders in sequence according to the business types selected by customers, and cannot read customer information in real time to effectively distinguish customers. Reasonable distribution of the number of people waiting in line at the business window, calling number distribution did not realize intelligent and humanized management

In addition, the customer's information kept in the bank is incomplete, or the customer's contact information has not been updated in time for a long time, resulting in confusion in the bank's data management.

[0003] At present, banking institutions do not have a system with the functions of data collection, analysis, and timely sending of reminder information, which can collect customer-related information in a timely manner, conduct statistical analysis on customer-related information and historical information of previous business transactions, and then generate information based on the analysis results. Caring welcome text messages are sent to customers handling business, so that customers can keep abreast of the latest business information; and at the same time, generate marketing guidance short messages and send them to bank lobby staff, guiding relevant bank lobby staff to provide targeted services for this customer

Images