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Precision marketing system and device based on customer layering

A precision marketing and customer technology, applied in the complete banking system, complete banking system, marketing and other directions, can solve problems such as low efficiency and increased pressure on sales consultants, to improve the transaction rate, reduce customer reception pressure, and prevent efficiency. low effect

Pending Publication Date: 2022-05-13
北京基智科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] However, in the actual interview process, clients seldom directly decide to buy funds. Most clients need to consider by themselves or discuss with family members after understanding the fund purchase plan and profit methods, and then decide whether to buy after the discussion
[0005] In the existing technology, for customers who have considered or finished the negotiation, they need to find a sales consultant to carry out related operations when deciding to buy a fund. In this way, on the one hand, the work pressure of the sales consultant will increase. On the other hand, if there are more customers, it will also make the whole less efficient process

Method used

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  • Precision marketing system and device based on customer layering
  • Precision marketing system and device based on customer layering

Examples

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Embodiment 1

[0036] A precision marketing system based on customer stratification, including a storage module, a marketing plan push module, a customer stratification module, a customer label customization module, a communication module, and an account management module. The specific use method includes the following steps:

[0037] S1: The sales consultant interviews the customer and grants the customer account number and password;

[0038] S2: The sales consultant connects the work PC with the system through the communication module, and edits the divided customer account levels into the account management module according to the interview content, the customer's economic situation, and the division;

[0039] S3: The sales consultant formulates a designated marketing plan according to different customer levels, and edits it into the marketing plan push module;

[0040] S4: When the customer decides to purchase, log in to the system directly through the account password, and the customer ...

Embodiment 2

[0048] A precision marketing device based on customer stratification, which is equipped with the precision marketing system, and is used for customer self-purchase, such as Figure 2-3 As shown, it takes the self-service terminal 1 equipped with a touch screen 3 as the main body. In this embodiment, the self-service terminal 1 is used in major banks and public places, which belongs to the existing technology and is relatively mature. The embodiment does not make creative work on it, so it will not be repeated. The base of the autonomous service terminal 1 is provided with a sensing component 2 for controlling the touch screen 3. The sensing component 2 includes a pressure base 5 and a support base. 7. The top outer wall of the support base 7 is fixed with a support pad 4 by bolts, the pressure base 5 is fixed on the outer wall of the support pad 4, and the bottom outer wall of the support base 7 is flexibly connected to the pressure base 5 through a guiding telescopic rod 10 and...

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Abstract

The invention discloses a precise marketing system and device based on customer layering, the system comprises a storage module, a marketing scheme push module, a customer layering module, a customer label customization module, a communication module and an account management module, and the device takes an autonomous service terminal carrying a touch display screen as a main body; a sensing assembly used for controlling a touch display screen is arranged at a base of the autonomous service terminal, the sensing assembly comprises a pressure base and a supporting seat, a supporting pad is fixed to the outer wall of the top of the supporting seat through bolts, and the pressure base is fixed to the outer wall of the supporting pad. According to the invention, after the sales consultant firstly makes an interview with the customer and knows the corresponding situation, the account password of the corresponding level is established and granted to the customer, the marketing scheme corresponding to the customer level is input into the system, and after the customer decides to purchase, the customer can log in the system to purchase, so that the customer reception pressure of the sales consultant is reduced, and the customer experience is improved. And the efficiency of the whole sales process is also improved.

Description

technical field [0001] The present invention relates to the technical field of marketing systems, in particular to a precise marketing system and device based on customer stratification. Background technique [0002] With the rapid growth of the economy and the improvement of people's living standards, the disposable money in people's hands is also increasing. With the various financial management methods introduced by banks in recent years, the purchase of funds to achieve financial management has been accepted by the majority of bank customers. [0003] In the whole process of fund purchase, sales consultants need to conduct interviews with customers and introduce fund purchase plans to customers. [0004] However, in the actual interview process, clients seldom directly decide to buy funds. Most clients need to consider the fund purchase plan and profit methods by themselves or discuss with their family members, and then decide whether to buy after the discussion. [000...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q30/02G06Q40/02G06Q40/06G07F19/00G07F9/00G07F9/02G06F1/3234G06F1/3231
CPCG06Q30/0271G06Q30/0268G06Q40/02G06Q40/06G07F19/207G07F19/205G07F9/009G07F9/023G06F1/3265G06F1/3231
Inventor 白峻峰
Owner 北京基智科技有限公司
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