Business-hall counter direct selling method and apparatus

Abstract

The invention relates to a business-hall counter direct selling method and an apparatus. The business-hall counter direct selling method comprises the following steps that a queuing server acquires a user number taking identification; the queuing server acquires user history information from a data server according to the user number taking identification; the queuing server sends the user history information to a mobile terminal; and management personnel of the mobile terminal carries out direct selling according to the user history information. Compared to an existing scheme, by using the method and the apparatus of the invention, a direct-selling person carries out accurate marketing effectively according to a specific condition of a client and a success rate of the direct selling is increased. Based on that, the direct-selling person can maintain client information, which is convenient for subsequent sale tracking, and the direct-selling person can check completed guarantee slips.

Description

technical field [0001] The invention relates to the technical field of information transmission in counter direct sales in the financial industry, in particular to a method and device for counter direct sales in business halls in the financial industry. Background technique [0002] At present, counters in many financial industries have transformed from simple business acceptance to business acceptance and direct sales of financial products. In the process of functional transformation, due to the fact that the direct sales method is too single, it mainly relies on the promotion of the counter personnel. After the customer completes the business, the teller asks the customer's purchase intention in the form of "one-sentence marketing". Before recommending the product to the customer, Customers' past insurance status and product needs have not been comprehensively and systematically integrated and analyzed, and it is impossible to customize insurance protection for customers. ...

AI Technical Summary

Problems solved by technology

In the process of functional transformation, due to the fact that the direct sales method is too single, it mainly relies on the promotion of the counter personnel. After the customer completes the business, the teller asks the customer's purchase intention in the form of "one-sentence marketing". Before recommending the product to the customer, The customer's past insurance status and product needs have not been comprehensively and systematically integrated and analyzed, and it is impossible to customize insurance protection for customers. This kind of "waiting for the rabbit" type of product promotion is blind

[0003] The marketing tools for direct sales over the counter are relatively scarce. The explanations given by the tellers and viewing of promotional materials are currently the only sales contacts for direct sales over the counter. The customer’s product information is received in a passive way. In addition, after the customer's business is completed, there is a strong intention to leave the cabinet, which cannot effectively mobilize the customer's willingness to purchase

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