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服务背后的“隐形匠心” 招商银行北京分行适老化服务温暖故事集
Bei Jing Shang Bao· 2025-09-17 07:55
Core Viewpoint - China Merchants Bank Beijing Branch has launched an elderly-friendly service system called "Warmth for the Elderly, Care with Solutions," providing comprehensive services for elderly clients, showcasing a commitment to humanistic care beyond financial services [1] Group 1: Service Initiatives - The service system includes a dedicated elderly area, full companionship, an elder-friendly app, retirement planning, and activities for the elderly [1] - The bank has received numerous heartwarming stories that reflect its dedication to elderly care and the warmth of its services [1] Group 2: Individual Stories - A customer manager, Chen Meng, created a "green channel" for a 92-year-old client, Liu Shushu, providing weekly dedicated service and teaching him to use mobile banking, which helped build a trusting relationship [2] - Sun Tian, a branch supervisor, assisted an elderly woman, Chen Ayi, who fainted at a bus stop, demonstrating the bank's commitment to social responsibility and care [3] - Hua Yijun, a safe deposit box clerk, helped an elderly client, Wang Ayi, by ensuring her safety while using a high box and eventually arranged for her to have a lower box, highlighting the bank's attention to detail and customer needs [4][5] Group 3: Philosophy and Commitment - The bank emphasizes that true service goes beyond processes and rules, focusing on long-term companionship and being a reliable support for elderly clients [2] - The stories illustrate the bank's "invisible craftsmanship," where service is about mutual respect, care, and protection, reinforcing the belief that "financial services for the people" is a steadfast commitment [5]
恒丰银行网点变身“暖新驿站” 为新就业群体筑起温馨港湾
Qi Lu Wan Bao· 2025-09-17 06:40
Core Viewpoint - Hengfeng Bank is enhancing its service offerings by establishing "Warm New Stations" to support urban workers, particularly delivery personnel and ride-hailing drivers, providing them with a comfortable resting place and essential services [1][2]. Group 1: Service Expansion - The first batch of 16 "Warm New Stations" was inaugurated in Zigong, Sichuan, with Hengfeng Bank's station aiming to set a benchmark for industry service standards [1]. - The stations are equipped with basic facilities and additional services such as labor protection, financial assistance, and a comfortable environment for urban workers [1][2]. Group 2: Operational Mechanisms - Hengfeng Bank has implemented a star rating and dynamic management system to ensure the vitality and service quality of the stations, integrating their performance into the bank's党建工作考核体系 [2]. - A dedicated station manager system has been established to provide attentive service, ensuring continuous and high-quality support for users [2]. Group 3: Financial Services - The bank is focusing on the needs of new employment groups by offering inclusive financial products, quick approval processes, and flexible repayment options to alleviate financial pressure [2]. - Regular financial literacy workshops and fraud prevention seminars are conducted to protect clients' financial interests, demonstrating the bank's commitment to community welfare [2][3]. Group 4: Community Impact - The establishment of these stations reflects Hengfeng Bank's efforts to combine professional financial services with community care, transforming traditional banking into a more human-centered approach [3]. - The initiative embodies the bank's commitment to serving the public and contributing to the community, aligning with the principle of "finance for the people" [3].
北京资产管理行业发展报告发布,嘉宾共话行业发展新路径
Guo Ji Jin Rong Bao· 2025-09-16 12:58
Core Viewpoint - The release of the "Beijing Asset Management Industry Development Report (2025)" emphasizes the need for a new framework in asset management to empower industry development, highlighting the importance of understanding macroeconomic changes and the evolving landscape of risks in the sector [1][4]. Industry Overview - The asset management industry in China is currently in a critical phase of high-quality development, with Beijing serving as a significant financial management center. The report aims to provide a comprehensive analysis of the industry's current state and future trends, offering valuable insights for market participants [5][6]. Key Statistics - By the end of 2024, the total asset management scale in China is projected to reach 165.45 trillion yuan, with an average annual compound growth rate of 7.45% since 2019. In Beijing, asset management institutions are expected to manage nearly 50 trillion yuan, accounting for about 30% of the national total [6]. Industry Trends - The report identifies six major trends for the future of Beijing's asset management industry, including: - Continued support for key areas such as technological innovation, green economy, and digital economy [7]. - A shift from scale pursuit to quality and efficiency enhancement, with a focus on investment research capabilities and risk management [7]. - A return to core business principles, emphasizing customer needs and product diversification [7]. - An optimized market structure with clearer distinctions among leading institutions, boutique firms, and foreign entities [7]. - Improved regulatory frameworks aimed at fostering a healthy development environment [7]. - Enhanced international collaboration and regional synergy, particularly in the context of the Beijing-Tianjin-Hebei integration [7].
浙商银行合肥分行“特色金融服务站”授牌暨“金融知识漫游巴”活动九月启航
转自:新华财经 此次活动是浙商银行合肥分行践行"金融为民"初心的生动实践。未来,该行将以"特色金融服务站"为支点、"金融知识漫游巴"为纽带,持续创新服务模式, 全力打造群众"放心、安心、贴心"的金融服务品牌,为安徽金融业高质量发展注入更多力量。(周雅岗) 编辑:赵鼎 2025年9月,浙商银行合肥分行举办的"特色金融服务站"授牌仪式暨"金融知识漫游巴"活动启航。安徽省银行业协会专职副会长杨峻松、浙商银行合肥分行 党委书记兼行长徐凯等出席,共同见证这一重要时刻。 作为该行深化"金融为民"理念的创新载体,"特色金融服务站"将金融消费者权益保护深度融入日常服务。徐凯在致辞中表示,合肥分行始终践行金融工作的 政治性与人民性,通过开展金融知识普及活动,切实解决群众"急难愁盼",助力公众提升风险防范意识。杨峻松在讲话中指出,合肥分行以"特色金融服务 站"为抓手,推动金融知识普及与消费者权益保护工作走深走实,充分彰显了高度的政治自觉与行业担当。活动现场,杨峻松与徐凯共同为"特色金融服务站 ——瑶海支行"授牌。 授牌仪式后,嘉宾移步广场启动"金融知识漫游巴"发车仪式。据悉,这辆"漫游巴"将化身"流动金融宣传站",深入社区、商圈 ...
金融教育“沪”您前行 ——上海金融监管局牵头组织开展2025年金融教育宣传周活动
Cai Fu Zai Xian· 2025-09-15 11:05
Core Viewpoint - The Shanghai Financial Regulatory Bureau is leading the 2025 Shanghai Financial Education Promotion Week to enhance public awareness and understanding of financial rights and safety, aligning with national policies and focusing on people's well-being [1][2]. Group 1: Event Overview - The launch ceremony for the 2025 Shanghai Financial Education Promotion Week took place on September 15, 2025, with participation from over 100 financial institutions and citizens, emphasizing the theme "Protecting Financial Rights, Supporting a Better Life" [2]. - The event featured various activities, including financial knowledge presentations, educational performances, and a financial knowledge market with over 30 financial institutions engaging the public through interactive games and displays [3]. Group 2: Risk Awareness and Education - During the financial education week, a "Risk Awareness Delivery" initiative was implemented, aiming to disseminate financial knowledge and fraud prevention tips to every household in Shanghai through diverse channels and formats [4]. - Activities included financial knowledge markets in parks, community lectures on fraud prevention, online quizzes, and risk awareness videos in public spaces, integrating financial education with local culture and daily life [4]. Group 3: Consumer Protection Initiatives - The Shanghai Financial Regulatory Bureau has been focusing on consumer protection by establishing a regular mechanism for financial services that benefit the public, addressing issues such as improper sales practices and enhancing services for the elderly [5]. - Initiatives include the cleanup of "sleeping policies" and "dormant accounts," as well as the introduction of tailored financial products like "Huibao" and "Hujia" to promote inclusive finance [5]. Group 4: Dispute Resolution Mechanisms - The Shanghai Banking and Insurance Dispute Mediation Center has seen a significant increase in cases, handling 32,857 disputes in the first half of 2025, a 102.38% year-on-year increase, and successfully mediating 22,069 cases [6]. - A new structure with one center and ten branches has been established to facilitate efficient consumer dispute resolution, with a total of 7,770 cases processed since the branch's inception [7].
坚守“金融为民”初心,中信保诚人寿扎实推进2025年金融教育宣传周活动
Jing Ji Guan Cha Wang· 2025-09-15 04:37
Core Viewpoint - The company is committed to enhancing public financial literacy and protecting consumer rights through a series of initiatives, including the "2025 Financial Education Promotion Week" scheduled for September 15-21, 2025 [1] Group 1: Digital Empowerment and Service Efficiency - The company is integrating digital innovation to enhance service processes, improving efficiency from insurance application to claims processing [2] - New digital marketing projects, such as the "E-Partner" app and customer management mini-program, are designed to provide customized services throughout the customer lifecycle [2] - The introduction of AI technologies, including NLP and OCR, aims to streamline underwriting processes and improve claim handling, allowing customers to manage claims via WeChat [2] Group 2: Product Diversification - The company is expanding its product offerings to include new insurance products focused on health and retirement, while also upgrading existing services to meet diverse customer needs [3] Group 3: Customer-Centric Service Initiatives - The company is implementing ten special measures during the financial education week, including expedited underwriting policies and enhanced customer service initiatives [4] - Innovations in underwriting and policy management are designed to reduce customer burdens and improve service efficiency, such as remote signing services and optimized loan processes [4] Group 4: Financial Knowledge Promotion - The company has developed a "Five Hearts" service education matrix to address the varying financial knowledge needs of different consumer groups, utilizing engaging formats like animations and games [5] - The focus is on making financial knowledge accessible and practical, ensuring consumers can understand and apply financial concepts effectively [5] - The company emphasizes a people-centered approach in its operations, aiming to protect consumer rights and contribute to a healthy financial ecosystem [5]
平安产险医疗健康下乡百村巡回活动走进红色古田
Zhong Jin Zai Xian· 2025-09-13 09:47
当闽西的秋风掠过古田会议旧址的红砖墙,一场特殊的"物资交接"正在古田镇卫生院上演——9月10 日,平安产险龙岩中心支公司向古田镇人民政府捐赠了价值3万元的医疗设备,包括AED自动除颤仪、 血压测量仪器、居民服务小药箱等。这批物资将有效完善基层医疗设施,为村民日常健康监测和突发状 况急救提供有力保障。 与此同时,平安产险龙岩中心支公司志愿者还带来了金融防诈小课堂,以案说法,向村民生动普及反诈 防骗技能,守护好百姓的"钱袋子"。 这天,这场以"筑牢党建基础,服务乡村振兴"为宗旨的医疗健康下乡百村巡回行动,让革命老区的人民 进一步触摸到"金融为民"的温度。平安产险龙岩中心支公司也将带着五篇金融大文章的"民生密码",持 续在闽西这方红色热土上书写平安守护答卷。 (李静、阙秀芬) 送硬件设备,更送实用技能。当天,平安产险龙岩中心支公司还特邀医疗专家为村民和镇卫生院医护人 员开展应急救护培训,详细讲解AED 使用方法、心肺复苏操作步骤等实用技能,并通过现场演示,让 大家在互动中掌握要领。这不仅提升了基层应急救护能力,也为守护群众生命安全增添了"护身符"。 ...
平安人寿山东分公司2025年金融教育宣传周•为民办实事:暖心服务零距离
Qi Lu Wan Bao· 2025-09-12 01:40
Core Viewpoint - Ping An Life's Zaozhuang Branch is committed to enhancing financial services by focusing on the needs of the community, particularly the elderly and foreign residents, through three main initiatives: senior-friendly modifications, upgraded services for foreign nationals, and anti-fraud efforts [1] Group 1: Senior and Disabled Services - The company has implemented hardware modifications for senior citizens, including barrier-free renovations at six service counters, wheelchair access, emergency medical kits, reading glasses, and dialect service stations [2] - An anti-fraud initiative titled "Protecting the Wallet" has been launched, which includes educational campaigns in various communities to expose scams related to reverse mortgages and health product refunds [2] Group 2: Services for Foreign Nationals - The company offers tailored services for foreign clients, allowing them to be admitted to hospitals without a deposit, provided they present their passports, covering several top-tier hospitals in Zaozhuang [3] Group 3: Anti-Fraud and Integrity Promotion - The Zaozhuang Branch integrates anti-fraud education and the promotion of integrity into daily operations, distributing anti-fraud materials at delivery points and markets [4] - The company plans to continue deepening its "Finance for the People" practice, ensuring that services are both efficient and compassionate [4]
建行惠州南湖支行以“劳动者港湾”为依托,学习张富清,上门服务暖人心
Nan Fang Du Shi Bao· 2025-09-11 23:09
Core Insights - The article highlights the proactive approach of CCB Huizhou Nanhu Branch in addressing the financial service needs of the elderly population in the Nanhu area, where over 35% of residents are aged 60 and above [1][2]. Group 1: Service Initiatives - CCB Huizhou Nanhu Branch has established the "Zhang Fuqing Financial Service Team" to provide tailored financial services to elderly clients, integrating the "Laborer’s Harbor" service brand to enhance accessibility and convenience [1][2]. - The "Laborer’s Harbor" platform has been upgraded to focus on elderly-friendly services, offering resources such as reading glasses, magnifying glasses, and emergency kits, along with specialized service windows for seniors [2]. Group 2: Case Study - A recent incident involved a middle-aged man, Mr. Li, who faced difficulties accessing funds for his bedridden mother due to issues with her bankbooks. The service team quickly responded, resolving the problem within 30 minutes by visiting his home and providing immediate assistance [3]. - The efficiency of the "Zhang Fuqing Financial Service Team" is demonstrated through their ability to complete all necessary transactions within an hour after returning to the branch, showcasing their commitment to customer service [3]. Group 3: Commitment to Community - CCB Huizhou Nanhu Branch emphasizes the importance of emotional support alongside financial services, aiming to create a warm and caring environment for clients [3]. - The ongoing efforts of the "Zhang Fuqing Financial Service Team" reflect the bank's dedication to making financial services accessible and responsive to the needs of the community, reinforcing the principle of "finance for the people" [3].
农行济南华山支行:烈日下的暖心守护 急事急办解民忧
Qi Lu Wan Bao· 2025-09-05 03:09
"真是太感谢了,没耽误看病!"老人家属握着工作人员的手再三道谢。这短短二十分钟的高效服务,不 仅解了客户的燃眉之急,更彰显了农行"以客户为中心"的服务温度。 一直以来,农行济南华山支行始终以实际行动践行"金融为民"的理念,深耕"农情暖域"服务品牌,聚焦 不同群体的需求痛点,用急事急办的效率、特事特办的温情,将金融服务送到群众心坎上。在齐鲁大地 上,农行人正以一件件实事、一次次守护,诠释着"口碑银行"的责任与担当,让暖心服务如阳光般照亮 每一个需要的角落。 近日,一通急促的电话打进了农行济南华山支行,电话那头,一位女士焦急地询问能否为行动不便的母 亲办理社保卡,家中老人身体不适无法行走,原社保卡已消磁,当天下午就要去医院做透析,新卡成了 急需的"救命卡"。 了解情况后,银行工作人员当即提出可以提供上门服务,但客户考虑到时间紧迫,客户决定带老人来网 点办理。一小时后,载着老人的车辆抵达网点门口。早已等候在旁的网点工作人员立刻推来轮椅,细心 协助家属将老人安置妥当;大堂经理迅速开启应急窗口,在低柜为老人办理社保卡制卡、激活等手续。 因老人右手瘫痪无法签字,工作人员全程采用按手印方式办理,从换卡授权到新卡激活,确保卡 ...