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金融为民,守护权益,平安银行开展2025年金融教育宣传周
Cai Fu Zai Xian· 2025-10-10 11:51
近期,在国家金融监督管理总局、中国人民银行等指导下,平安银行2025年金融教育宣传周顺利开展。 不同于传统教育宣传模式,今年的宣传周不仅有漫画新书首发,还有"小橙帽"志愿者公益行动、原创综 艺短剧、风险提示送上门等精彩呈现,让金融消保真正融入生活,践行"为民办实事"。 本次教育宣传周期间,平安银行再次发挥创意,推出三部原创视频作品,用更贴近生活的方式普及金融 知识。 《匹配吧!投资理财相亲局》把金融消保课堂搬进大众熟悉的相亲综艺,趣味呈现不同风险承受能力的 投资者与不同风险等级的金融产品之间相互了解、适配的过程,直观地为大家科普"投资理财三适当"原 则。 新书首发,三分钟学防骗,轻松守住"钱袋子" 9月19日,平安银行再度跨界联合中国法治出版社发行消保漫画书《三分钟漫画电信网络诈骗防范》, 并在北京、上海、成都、广州、温州等多地举办新书发布会。 该书覆盖了当前社会上最常见的电信网络诈骗类型。无论是老年人、宝妈、学生,还是职场人士、务农 人群等不同人群,都能在书里找到类似的案例和对应的防范技巧。书中不仅有实用的防诈指南,还特别 加入了金融消保课堂和风险提示关键词,如投资理财"三适当"原则、防范金融"黑产"等内容 ...
建行东营胜东支行:温情劝阻 为客户挽损失
Qi Lu Wan Bao· 2025-09-29 00:45
近日,建行东营胜东支行凭借敏锐的风险意识与专业的处置流程,成功拦截一起针对老年人的养老诈 骗,为年过七旬的董女士避免了 3 万元资金损失,用实际行动践行金融消保责任,彰显 "守护群众钱袋 子" 的担当。 当天,该行迎来一位特殊客户:年过七旬的董女士手持活期存折,执意要支取 3 万元现金,称需购买 "保健品"。在按规定进行双人核实过程中,工作人员发现董女士的子女并不知晓此事,这一细节让柜员 立刻联想到反赌反诈风险防控培训中反复强调的养老诈骗特征,当即启动风险拦截流程。 为避免打草惊蛇,工作人员以 "大额取款需登记用途" 为由放缓业务办理节奏,同时迅速请当班大堂经 理介入。大堂经理并未直接否定董女士的想法,而是从 "健康养护" 话题自然切入,结合社区内发生的 相似案例,细致剖析诈骗分子常用的 "专属优惠""现金交易""保密要求" 等说辞背后的套路,循序渐进 引导董女士思考:"阿姨,咱们买保健品得认准正规渠道,不如查下这个产品有没有国家药监局的批准 文号,这样用着也放心。" 在大堂经理的提议下,双方一同核查该 "保健品" 信息,最终证实其为无生产厂家、无质量合格证、无 批准文号的 "三无产品"。董女士这才恍然大悟, ...
守护银发、特殊客群 让金融服务更有温度
Jing Ji Guan Cha Wang· 2025-09-28 03:33
Group 1 - The core idea of financial consumer protection is "tailored education," focusing on the financial knowledge needs of different demographics, particularly the elderly [1] - Minsheng Bank has established a precise education system that covers all age groups and scenarios, aiming to enhance financial literacy among the elderly [1] - In Shenyang, Minsheng Bank's branch has successfully conducted financial education classes for seniors, receiving positive feedback for its interactive teaching methods [1] Group 2 - Minsheng Bank recognizes the unique needs of elderly customers and has implemented "age-friendly + scenario-based" services to create a supportive financial service ecosystem [2] - The Xiamen branch has integrated pension financial services with community life, positioning itself as a "good neighbor" in the community since 2013 [2] - The Xiamen branch has made significant adaptations for elderly customers, including barrier-free access and personalized service, enhancing the overall customer experience [2] Group 3 - The Xiamen branch has launched the "Leisure Age Finance" service brand, offering a variety of financial and non-financial services to improve the quality of life for elderly clients [3] - In Shantou, Minsheng Bank has set up "love windows" in all branches to provide specialized services for elderly and disabled customers, ensuring they receive personalized assistance [3] Group 4 - The Shantou branch has organized community health services, such as traditional Chinese medicine and eye clinics, to enhance residents' health awareness and satisfaction [4] - Staff at the Puning branch effectively assisted a hearing-impaired customer using AI subtitle tools, demonstrating the bank's commitment to providing accessible and warm financial services [4]
金融宣传“零距离” 太保服务“有温度”——中国太保产险山东分公司“金融教育宣传周”活动奏响惠民强音
Qi Lu Wan Bao· 2025-09-22 09:29
分公司党委书记、总经理鲁强亲自挂帅,构建"消保+N"创新金融教育宣传体系。携"儒意洋洋·金融消保 能量站"主题展位,积极参与山东金融监管局主办的"金号角·金融知识集市"活动,在"三服驿站"为现场 群众讲解金融知识、倾听群众诉求、普及风险防范要点,积极践行"服务人民、服务客户、服务基层"的 三服行动理念。联动省级主流媒体做客"金融教育宣传周"主题节目,向观众介绍公司在银龄服务、下乡 便民等"为民办实事"方面的特色服务;普及金融适当性管理中金融机构"三个不推荐";就防诈骗与反洗 钱等社会关切问题给出实用建议,多维度帮助观众了解金融消费者权益保护知识,有效提升了观众对金 融风险的识别和防范意识。在高管接待日活动中,为现场到访客户解释公司在车险理赔服务时效及办理 流程方面的规范要求,讲解公司透明理赔特色服务流程并现场操作演示;前往职场聆听投诉录音,指导 投诉处理工作。 中国太保产险山东分公司积极响应国家金融监督管理总局"金融教育宣传周"部署,以"大消保"格局为抓 手,以多元创新实践为牵引,通过高管层率先垂范抓落实、多层级创新宣传入一线、多维度重点群体全 覆盖,全面推动金融消保工作穿透基层、网格辐射,切实打通金融知识普 ...
保障权益防风险!平安银行再度跨界联合中国法治出版社推出《三分钟漫画》新书
Bei Jing Shang Bao· 2025-09-22 07:47
2025年金融教育宣传周如期而至。9月19日,为积极践行以人民为中心的价值取向,提升人民群众对各 类电信网络诈骗和非法金融活动的"免疫力",维护金融消费者和投资者合法权益,平安银行再度跨界联 合中国法治出版社、漫画作家四格小今推出金融消保漫画《三分钟漫画电信网络诈骗防范》并在多地举 办新书发布会。活动通过金融漫画展、反诈必修课,漫画互动体验等环节,以轻松有趣的方式普及金融 消保和反诈防非知识,让金融生活更安心、更顺心、更放心。 该书以漫画为载体,涵盖当前社会上最常见多种电信网络诈骗类型,分为风险自测、全民警示、银龄守 护、青春护航、职场警惕、宝妈专用、农民防诈、应对之策八大章节,针对老年人、学生、职场人士、 务农人群等不同群体,详细拆解诈骗手法和方式,提供定制化的反诈防诈建议,助力读者更便捷地找到 与自身相关的风险提示与消保知识。该书不仅是一本防骗宝典,也是重要的金融消保知识教育宣传工 具,读者不仅能在书中了解如何防范电信网络诈骗,还能通过"消费者权益保护课堂""风险提示关键 词"等特别设置的章节内容提升自身金融素养和权益保护意识能力,熟悉掌握诸如"投资理财适当性原 则""防范金融领域'黑灰产'""个人征信保 ...
人保寿险山东公司聚焦重点人群开展专项宣传活动
Qi Lu Wan Bao· 2025-09-19 11:07
人保寿险山东公司聚焦重点人群,针对性开展金融知识和防非反诈常识普及活动,提升消费者金融素养。 临沂中支总经理带头走进临沂东方购物广场,向商户及往来消费者进行金融消保知识普及,围绕群众关心关注的内容讲解答疑,提示消费风险,重点宣传理 性消费、个人信息保护支付安全、识别非法金融广告、非法代理退保理赔以及依法维权等内容。活动期间临沂中支总经理亲自接待来访客户,倾听客户疑难 问题,协调各部门为客户解决急难愁盼问题,为民办实事。 一、"守护银龄 暖夕相伴",护航幸福晚年 9月17日,潍坊奎文幸福街社区会议室内暖意融融,"保障金融权益,助力美好生活"的红色标语格外醒目。19位银发长者齐聚一堂,正在全神贯注地聆听一 场特别的金融知识讲座。本次活动聚焦老年群体金融安全,通过生动实用的知识普及,助力长者守护好自己的"钱袋子"。活动现场,工作人员用通俗易懂的 语言,结合老年人日常生活中经常遇到的金融陷阱,深入浅出地讲解了非法代理退保和非法集资等骗局的识别技巧。通过真实案例剖析,长者们清晰地认识 到所谓"100%全额退保"背后暗藏的高额代理费陷阱,以及"养老项目投资"中承诺高额回报的虚假面目。 二、"金融集市"迎市民,防非反诈入人 ...
五方联动!中国太保产险青岛分公司首个金融消保乡村服务站揭牌
Qi Lu Wan Bao Wang· 2025-09-18 10:29
Group 1 - The core viewpoint of the article emphasizes the establishment of a financial consumer protection service station in Qixinghe Village, aimed at safeguarding the rights of rural financial consumers through a collaborative effort involving multiple stakeholders [1][3]. - The financial consumer protection service station is located in a key rural revitalization demonstration area, which allows it to serve as a model for broader implementation and guidance in the region [3]. - The service station integrates various functions, including consumer education, dispute mediation, and policy consultation, to create a comprehensive financial service platform for rural residents [3][5]. Group 2 - The service station has formed a volunteer service team consisting of an expert station manager, an industry mediator, a liaison officer, and multiple volunteers to enhance its outreach and effectiveness [3]. - The station aims to provide immediate assistance for simple procedures and facilitate follow-up for more complex issues, ensuring that financial services are accessible to all, including vulnerable groups [3][5]. - The company plans to further develop a grid-based financial education and outreach network, enhancing the presence and effectiveness of financial consumer protection services in rural areas [5][6].
人保寿险:细处“解”民忧 点滴见“温情”
Ren Min Wang· 2025-09-18 09:48
人保寿险积极践行"守信重诺 人保同行"消保文化,以解决群众"急难愁盼"问题为核心导向,扎实推进 金融消保理念与民生服务深度融合。系统各级机构聚焦服务重点人群、化解金融纠纷、加强柜面建设、 研发普惠产品,不断完善金融惠民利民举措,提升金融服务质效,为金融消费者办实事,排忧解难,以 专业和温度守护人民群众的美好生活。 构建适老化服务示范网点矩阵 为切实保障老年消费者合法权益,提升全系统金融服务适老化水平,人保寿险总公司于2025年开展首 批"人保寿险适老化标杆网点"征集活动,面向省分公司征集适老设施完善、业务办理高效、服务温暖贴 心的"适老化标杆网点",借助可复制、可推广的成功经验,形成"标杆示范,全省提升"的辐射效应,带 动全系统进一步提升适老服务能力,共护银龄岁月。 此次征集活动围绕"营业网点柜面设施、业务办理引导、业务咨诉办理、柜面业务办理、上门服务、爱 心关怀及应急服务"等重点标准展开,各省分公司积极响应,结合区域实际情况,评选上报了50余家"适 老化标杆网点"。该批示范网点一方面夯实适老化改造与服务基础,配置无障碍通道、矮式填单台、老 花镜、血压计、放大镜、医药箱、轮椅、助听器等关怀设施;开设老年群体专 ...
金融消保集市进社区 东吴人寿山东分公司绘就惠民新图景
Qi Lu Wan Bao· 2025-09-18 09:00
彩 P SOOCHO Children 7 s all under a 70 are th - 2017 all of the late 4 NEW YO 1 1 1 1 1 WOOL'S PASSED and and a Car News and the Property . C STATE r Castle n 1 东吴人寿山东分公司积极响应国家金融监督管理总局"2025 年金融教育宣传周"活动号召,切实将金融知识与风险防范意识送到群众身边,9月15日携手济南 甸柳第一社区,举办了一场别开生面的以"保障金融权益 助力美好生活"为主题的金融消保集市活动,将趣味互动、便民服务与风险提示深度融合,吸引了 老年人、青少年学生、年轻群体等各类居民踊跃参与。 活动现场设置套圈、跳格子、学识问答、便民服务等多个环节,三大趣味打卡环节成为居民参与的 "热门阵地",让金融反诈知识在互动中深入人心。"击中 圈套,防骗破圈达人"区域前,居民们手持套圈,专注瞄准目标,套中后认真讲述对应诈骗形式与识别方法,每一次准确作答都赢得现场阵阵掌声。"防诈骗 跳格子活动,消保守护达人"环节里,孩子们牵着家长的手,在标注不同内容的格子间谨慎跳 ...
中英人寿山东分公司2025年金融教育宣传周|筑牢金融消保防线 赋能人民美好生活
Qi Lu Wan Bao· 2025-09-18 08:57
Core Viewpoint - The company actively promotes financial literacy and consumer protection through a series of educational initiatives, aligning with national financial regulatory goals to enhance public understanding of financial rights and responsibilities [1][8]. Group 1: Educational Initiatives - The company organized the 2025 Financial Education Promotion Week with the theme "Protect Financial Rights, Support a Better Life," focusing on delivering financial knowledge to households [1]. - A multi-layered educational network was established, emphasizing localized strategies for different demographics, including rural areas, communities, schools, enterprises, and commercial districts [3][4]. Group 2: Targeted Outreach - In rural areas, the company conducted specialized campaigns like "Financial Knowledge into Fishing Villages," using local dialects to explain insurance concepts to fishermen [3]. - In community settings, the company implemented a grid-based financial knowledge promotion mechanism, targeting elderly residents with case-based education and various communication methods [3]. - In schools, the company collaborated with educational institutions to raise awareness about risks associated with "campus loans" and "trap loans," helping students develop rational consumption habits [3]. Group 3: Innovative Approaches - The company launched a series titled "Voice of Zhongying, Trustworthy Commitment," where the general manager provided insights on the operational standards of financial product suitability management [5]. - Sales representatives shared personal experiences emphasizing compliance and transparency in insurance sales, ensuring customer confidence in their choices [5]. Group 4: Special Group Focus - The company introduced specialized services for vulnerable groups, including the elderly and new citizens, providing clear information to combat sales misguidance and offering tailored demonstrations on social security and insurance [7]. - A "Financial Health Check Station" was established to assist new citizens with personal credit report inquiries [7].