金融为民

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跨越百里的金融温度:农行济南文苑支行为八旬老人解社保燃眉之急
Qi Lu Wan Bao· 2025-06-18 06:39
"大爷,这里需要您按个手印,对,咱们慢慢来。"员工半蹲着将印泥轻轻托在老人颤抖的右手下方。考虑到老人听力障 碍,她们特意制作了放大版业务提示卡,全程服务控制在10分钟内完成。当授权书通过影像系统实时传至临沂时,老人 女儿红着眼眶感慨:"没想到银行服务能做到这个份上!" 这已是农行济南文苑支行本月办理的第5笔上门服务业务。金融科技越发达,越需要保留人性化服务的温度。每个指纹印 记,都是农行人对"金融为民"初心的坚守。 5月26日上午,农行济南文苑支行客户经理们的工装后背已被汗水浸透。顾不上擦拭额头的汗水,正俯身向在病床上的老 人逐句解释授权委托书内容。这份跨越济南——临沂两地的特殊文件,凝聚着农行人对老年客户"急难愁盼"的深切关 怀。 三天前,老人发现自己的临沂社保卡遗失。因异地就医结算需要,老人焦急地让孩子前往就近网点咨询,当王女士到医 院附近的农行济南文苑支行咨询办理挂失换卡时,却被告知社保卡属地管理政策限制无法异地补办。因挂失补卡需要本 人办理,老人病情比较严重,于是农行济南文苑支行提出解决方案:"我们可以协助老人签署授权书,委托临沂亲属代 办,通过'绿色通道'加急处理。"为保障业务合规性,农行济南文苑立 ...
平安健康险成立20周年:累计服务7700万客户 赔付约550亿元
Zheng Quan Ri Bao Wang· 2025-06-15 09:01
Core Insights - Ping An Health Insurance celebrated its 20th anniversary with a theme of "National and Family Safety, Health Always Accompanying" and introduced a "Three Provinces" service commitment for clients [1] - The company aims to enhance customer service and provide high-quality health services, contributing to the Healthy China strategy and modernization efforts [1] Group 1: Company Achievements - As of now, Ping An Health Insurance has provided insurance coverage to over 77 million clients and has made cumulative payouts of approximately 55 billion [2] - The company has facilitated over 3.16 million medical service instances with an average response time of 0.68 hours and a customer satisfaction rate of 99.4% [2] - Health management services have reached 10.91 million instances, while online claims services have been utilized by 13.98 million clients [2] Group 2: Service Innovations - The "Outpatient Compensation on the Day of Discharge" service allows clients to receive compensation on the same day they are discharged from the hospital, provided they report before hospitalization and submit complete documentation [1] - The company launched a "20-Year Gratitude Return" interactive activity, offering over 100,000 high-quality health gifts and unlimited discount coupons to enhance customer experience [1] - The "Three Days Post-Discharge Compensation" service has been utilized by 619,000 clients, with a customer approval rate of 98.3% [2]
兴业银行青岛分行构建“大消保”联动机制
Zhong Guo Jin Rong Xin Xi Wang· 2025-06-12 07:48
为提高社会公众的金融素养和风险防范意识,引导消费者理性选择和使用金融产品,近年来,兴业银行 青岛分行聚焦"金融为民",始终高度重视消保工作,认真落实监管各项要求,逐步构建起行之有效 的"大消保"联动机制,为岛城金融消费者筑起了一道坚实的安全屏障。 普及金融知识 兴业在行动 兴业银行青岛分行始终践行"以客户为中心"的服务理念,深耕岛城市场,持续深化消费者权益保护工 作,重点关注"老年人、青少年、新市民、农村居民"等群体的金融需求,通过多样化的宣教活动,帮助 消费者增强风险防范意识,提升金融素养与自我保护能力。 近日,由青岛市银行业协会主办的2025年青岛市银行业"普及金融知识万里行"活动在青岛奥帆中心成功 举办。兴业银行青岛分行积极参与,与同业机构携手普及金融知识,维护金融安全,为营造健康有序的 金融环境注入兴业力量。 转自:新华财经 胶州支行连续7年与当地敬老院建立常态化服务机制。员工定期开展包粽子、插花等暖心活动,同步融 入金融知识普及,用通俗语言向老年人传授防诈技能。分行负责人表示,金融宣教要注重形式创新,通 过常态化、生活化的互动,真正将知识送达特殊群体心间。 展望未来,兴业银行青岛分行将继续深入践行消 ...
基金投顾答好“金融为民”时代考卷
Zheng Quan Ri Bao· 2025-06-11 17:23
Core Insights - The public fund industry in China has surpassed a total scale of 33 trillion yuan, with over 700 million fund investors, yet many remain in a "self-service" investment state [1] - The approval of E Fund Management to establish a sales subsidiary focused on buy-side advisory services reflects a strategic shift in the wealth management industry from "scale competition" to "service deepening" [1][2] - The fund advisory business, which provides investment advice and decision-making assistance to clients, has shown remarkable growth since its pilot launch in 2019, but faces challenges such as low penetration rates and limited service scope [1][2] Industry Development - The fund advisory business is poised for significant growth opportunities, driven by the need for professional services that align with investor demands, creating a virtuous cycle of "increased returns - inflow of funds - market stability" [2] - Continuous policy support, such as the implementation of guidelines for the regularization of public fund advisory services, is crucial for the development of this sector [1][2] Key Strategies for Wealth Management Institutions - Wealth management institutions should prioritize investor interests and focus on three dimensions: building a professional advisory capability system, creating comprehensive investor support services, and developing a high-quality advisory talent pool [2][3] - Establishing a multi-dimensional research framework is essential for wealth management institutions to provide tailored solutions for investors with varying risk preferences [2] Importance of Accompanying Services - Effective fund advisory services should extend beyond simple fund recommendations to include a full-process support system, helping investors manage expectations and anxiety during market fluctuations [3] - Regular investment health reports can help investors maintain composure and avoid impulsive trading behaviors [3] Talent Development and Technology Integration - A high-quality, large-scale advisory team is vital for the success of fund advisory services, requiring professionals who understand both market dynamics and client needs [3] - The integration of intelligent advisory tools can enhance service reach while maintaining professional depth, creating a "human-machine collaboration" model [3] Vision for the Future - The transition of fund advisory services from pilot to regularization represents a critical turning point, necessitating a shift towards a service ecosystem centered on the best interests of investors [3] - This approach aims to foster a positive interaction between capital markets and household wealth, contributing to the financial empowerment of China's modernization efforts [3]
中国人寿财险云南省分公司全面启动616客户节活动
Zhong Guo Jin Rong Xin Xi Wang· 2025-06-11 05:48
Core Viewpoint - China Life Property Insurance Yunnan Branch is launching a month-long financial service event themed "Smartly Gathered, Lifelong Protection" to provide comprehensive financial insurance services to customers [1][2]. Group 1: Event Overview - The event will utilize the "Anxin Enjoy" platform to conduct a digital marketing campaign focused on the themes of "Insurance for Driving, Health, and Finance" [1]. - The campaign aims to integrate family needs across four key scenarios: travel, insurance, healthcare, and entertainment, creating a one-stop service system [1]. - The initiative emphasizes a dual-driven approach focusing on the "customer's entire lifecycle" and "policy service cycle" to enhance customer interaction through advanced technology [1]. Group 2: Social Responsibility Initiatives - During the customer festival, the company will focus on "Caring for New Citizens and Supporting New Industries," conducting outreach activities in key areas for new citizens and new industries [2]. - Local branches will visit and understand the risk protection needs of the "two new" groups, providing targeted promotion of inclusive products [2]. - The company collaborates with major new energy manufacturers to offer risk reduction services, enhancing customer awareness of safe driving and reducing travel risks [2]. Group 3: Commitment to Community and Economic Support - Over the past year, the company provided agricultural risk protection to 1.18 million farming households, amounting to 42.75 billion yuan [3]. - It supported the real economy by alleviating guarantee deposits totaling 1.049 billion yuan and providing risk protection of 19.476 billion yuan to 1,039 production enterprises [3]. - The company has also offered accident prevention services to over 780 enterprises, helping to reduce the likelihood and severity of risks through safety training and risk assessments [3]. - Additionally, it provided 267 million yuan in wage protection for migrant workers involved in 379 engineering projects across the province [3].
高考暖心护航,守护青春梦想——山东国寿财险开展高考护航活动
Qi Lu Wan Bao· 2025-06-10 01:03
齐鲁晚报·齐鲁壹点记者闫明 通讯员郑彦 崔广勋 2025年全国高考如期举行。为助力学子圆梦考场,中国人寿财险山东省分公司组织全省各级机构积极行 动,以细致入微的服务,为考生及家长送去一份清凉与安心,用实际行动践行"金融为民"理念。通过此 次高考护航活动,不仅为莘莘学子的逐梦之路增添了一份温暖保障,更向社会传递了保险行业的正能量 与责任担当。 热情周到,志愿服务彰显担当 活动期间,中国人寿财险山东省分公司各级机构党员、青年员工及业务骨干积极响应号召,组成"护航 志愿服务队",以饱满的热情,顶着高温酷暑,穿梭于服务点与人群之间,主动为家长递上矿泉水、引 导休息、分享减压小贴士,耐心解答各类咨询。在临沂某考点外,一位忘带准考证的考生在服务队员的 紧急协助下,仅用15分钟便取回证件,顺利入场。志愿者们的专业素养与真诚微笑,成为考场外一道亮 丽的风景线,传递着保险行业的温度。 保驾护航,用心用情广获赞誉 中国人寿财险山东省分公司的护航行动赢得了考生、家长及社会各界的高度评价。"没想到保险公司这 么贴心!这大热天有水喝、有地方坐,心里踏实多了。"一位在淄博考点外等候的考生家长感慨道。交 警、城管等现场工作人员也对服务站的 ...
这几天,保险机构在忙啥
Jin Rong Shi Bao· 2025-06-09 12:08
人保财险表示,在高考期间,如遇送考车辆出险,可享受报案优先救援、优先维修、优先咨询等服务; 对涉考车辆(如送考车、出租车、爱心车队等)优先调度查勘,理赔查勘员5分钟内响应;提前协调合 作维修单位预留"高考快修工位",优先安排资源维修涉考车辆;损失金额五千元以内的涉考车辆现场直 赔、快赔,可于高考结束后再补修。 同时,在考点密集区域安排理赔服务车辆,开展护航巡查,如发现事故或需要帮助的考生主动提供帮 助,加强警保联动,快速化解拥堵隐患;对所有涉及高考考生、家长、监考老师、考务人员或考务车辆 的保险理赔案件,优先受理;对于责任清晰事故,简化处理流程与手续。 中国人寿 中国人寿(601628)打造的国寿柜面高考驿站服务再次上线。据了解,国寿柜面高考驿站开设了家长伴 考休息区,考虑到家长在孩子考试期间的需求,驿站内配备了舒适的休息座位、充足的饮用水随时为家 长补充水分、应急药品的配备,更是为应对可能出现的突发状况提供了有力保障。 为帮助家长和考生消除焦虑,国寿柜面高考驿站将在有条件的柜面设置"梦想助力合影打卡点""心愿互 动墙"等区域,帮助他们缓解紧张情绪,以更加平和、自信的心态迎接高考。 在高考最后一天,国寿柜面高 ...
农行张夏支行:用心服务,做有温度的银行
Qi Lu Wan Bao· 2025-06-09 08:54
柜面经济迅速在柜台上打印出李大爷的银行卡流水,并为其解释每一笔钱是多会儿入的账,是哪种补助 款。李大爷听后连连点头,并对员工贴心周到的服务态度表示肯定。 事后,大堂经理表示用心服务,首先要有一颗善于体察、换位思考的心。不同的客户群体,对服务和产 品的需求也多种多样,这就要求我们在日常的服务工作中能有效识别不同的客户群体,为不同的客户群 体提供差异化服务。 服务之路任重而道远,农行张夏支行将始终坚守"服务'三农'"的初心和使命,持续践行"我为群众办实 事"的责任担当,以实际行动满足客户多元化需求,以优质服务践行金融担当的暖心善举! 近年来,农行张夏支行坚持金融为民,积极开展"农情服务工程",不断拓宽金融服务的广度、深度和温 度,多措并举全面提升客户服务体验,切实增强人民群众获得感、幸福感和安全感。 某天,客户李大爷急匆匆地来到农行张夏支行寻求帮助。大堂经理在交谈中了解到,李大爷是想知道卡 里余额有多少,都是什么时间打的什么钱?大堂经理告诉李大爷:"在中国农业银行手机掌上银行绑定 账户信息即可查询,特别方便。"但李大爷表示:自己的手机是老年机,没有那些软件,不会使用那些 电子产品,也不敢瞎点,万一钱没了呢。 正值 ...
农行济南双山支行:贴心服务暖人心,反诈知识护钱袋
Qi Lu Wan Bao· 2025-06-09 08:46
近日,农行济南双山支行以客户为中心,积极践行"金融为民"理念,通过高效、贴心的服务,成功帮助 一位客户解决跨行转账额度问题,并在服务过程中普及反诈知识,赢得客户高度赞誉。 急客户之所急,提升转账额度解燃眉之急 客户李先生匆匆走进中国农业银行济南双山支行营业大厅,神情焦急。大堂经理见状,立即上前询问情 况。原来,李先生和妻子因业务需要,急需向异地跨行转账一笔较大金额,但由于个人账户转账额度限 制,无法完成操作。 了解情况后,大堂经理迅速安抚李先生情绪,并引导其至柜台办理额度调整业务。在核实客户身份及转 账用途后,柜员高效完成了额度提升操作,确保李先生及时完成跨行转账。李先生对银行工作人员的快 速响应和专业服务连连称赞:"真是太感谢了!你们的服务既高效又贴心,帮我解决了大问题!" 普及反诈知识,守护客户"钱袋子" 在办理业务过程中,大堂经理注意到李先生对转账操作的安全性存在一定疑虑。为增强客户防范意识, 大堂经理主动向李先生普及了反诈知识,提醒其在日常转账中需注意以下几点: 核实收款信息:转账前务必确认收款人姓名、账号及开户行信息,避免因信息错误导致资金损失。 警惕陌生链接:不点击不明来源的短信或邮件链接,谨防钓 ...
工行南通崇川学田支行一日三访传递工行温度
Jiang Nan Shi Bao· 2025-06-09 03:13
Core Viewpoint - The article highlights the proactive approach of Nantong Chongchuan Xue Tian Branch in providing personalized financial services to elderly and special needs clients, demonstrating the bank's commitment to being a reliable and accessible financial institution [1] Group 1: Service Initiatives - The branch formed a "door-to-door service team" led by the branch manager to extend services to elderly clients and those with mobility issues, completing three home visits in one day [1] - The first visit was to a senior resident, where the team assisted in completing mobile phone authentication necessary for gas bill payments, showcasing the bank's dedication to overcoming technological barriers for elderly clients [1] - During the second visit, the team helped another elderly client reset his bank card password using portable smart devices, while also educating him on security features to prevent fraud, reflecting the bank's focus on client safety [1] - The final visit involved assisting a bedridden client with a card renewal process, demonstrating the bank's flexibility and commitment to addressing urgent needs in unconventional circumstances [1] Group 2: Service Philosophy - The branch has established a "special case handling" green channel for elderly and ill clients, breaking traditional service boundaries and embodying the "service without borders" philosophy [1] - The initiative represents a shift from a reactive service model ("waiting for customers") to a proactive one ("going out to serve"), effectively addressing the "last mile" challenge in financial services [1] - The bank aims to continue enhancing its service model by integrating online and offline channels, ensuring that financial services are more accessible and empathetic to client needs [1]