A bank to the public wisdom marketing control platform

Project Background
At present, the public marketing business lacks precision marketing strategy, marketing process management and marketing results management, so the new generation of public intelligent marketing control system from the essence, customer insight into the operation to create value. Based on a panoramic understanding of customers' cross-line behavior, banks can provide personalized products, services and marketing solutions at various touch points to meet customers' differentiated needs, effectively identify high-value potential customers by combining traditional and digital means, and promote customer growth.

Project Construction
Construction period:
2020.3-2021.7 goes online iteratively in two phases;
Project members:
There are 6 project input members, including 2 back-end developers and 4 front-end developers.

Business Functions
· Customer data management
· Customer Hierarchical Management
· Customer Profile Management
• Signature Customer Identification
· Stock customer mining
· Sleeping Customer Activation
· Losing customers to win back
· Customer opportunity identification
· Business opportunity development management
· Customer visit management
• Marketing Progress Management
· Sales funnel analysis
• Result attribution analysis
· Marketing performance forecast

Customer Value

of a new generation of public intelligent marketing control system, on the one hand, can enable the bank to better transmit the activity information to the target customers, on the other hand, it can also save a lot of time and energy in transactional work. Improve customer satisfaction and loyalty, scientific customer development process, improve the efficiency of maintaining old customers, improve the efficiency of developing new customers, help the bank to establish and develop its own brand, reduce overall operating costs.