适老金融服务
Search documents
金融服务护航幸福晚年——天津农商银行描绘“适老”温暖画卷
Zhong Guo Jin Rong Xin Xi Wang· 2025-10-31 06:39
一辆承载着我行暖心服务理念的"周到班车"驶入南开区耀远里社区,将便捷与温暖直接送到社区居民身边。活动以"周到服务,情暖夕阳"为主题开展"反诈 护航+适老服务"活动。"大爷大妈,咱可都听说了吧?最近就有那种骗局,冒充社保局说要给您发养老金……"讲台上,银行工作人员没有使用晦涩的专业术 语,而是操着一口亲切的乡音,把近期发生在本地、针对老年人的"虚假养老金发放"案例搬上了讲台。针对老年群体高频遭遇的"社保卡异常冻结"、"高息 养老投资"等陷阱,宣讲员逐一拆解,像拉家常一样剖析骗子的套路。"您记住喽,天上不会掉馅饼,遇到让您转账汇款的,咱就记牢'不听、不信、不转 账、不汇款'!"这份反复的叮嘱,承载着对老人们"钱袋子"最实在的牵挂。 在另一边的服务专区,银行工作人员正俯身耐心解答着老人们关于社保卡功能的每一个问题。"闺女,你帮我看看,这手机银行上怎么查余额?"面对老人的 疑问,工作人员接过手机,放慢语速,"手把手"地讲解每一个步骤。这份耐心的陪伴,让智能金融不再是冰冷的屏幕,变成了可以被触摸和掌握的便利。 一场"沉浸式"的安老大讲堂 滋养身心的关怀 如果说南开区的活动是"普惠"的守护,那么在宝坻开展的安老大讲堂,则 ...
“邮爱暖金秋 情系夕阳红” 邮储银行北京丰台区开阳里支行联合右安门街道养老服务中心开展重阳节主题活动
Zhong Guo Jin Rong Xin Xi Wang· 2025-10-30 07:29
金秋送爽,丹桂飘香。为弘扬"尊老、敬老、爱老"的中华传统美德,提升辖区老年人的获得感与幸福 感,在重阳节期间,邮储银行北京丰台区开阳里支行(以下简称"开阳里支行")携手右安门街道养老服 务中心,在翠林敬老院、翠林二里社区养老服务驿站、玉林里社区养老服务驿站、开阳里第一社区养老 服务驿站、东庄社区养老服务驿站等多个场所,相继举办"邮爱金晖·情系重阳"主题系列活动,以贴心 的适老服务与丰富的文化关怀,为老年群体送上了温暖与欢乐,也为这个传统佳节增添了一抹亮丽的金 融色彩。 转自:新华财经 活动现场不仅准备了丰富多彩的趣味手工,更将"适老金融服务"直接带到活动现场,实现了全方位的便 民服务升级。 此次重阳节系列活动,是开阳里支行深化适老金融服务的生动实践。作为"金晖支行老年特色网点",开 阳里支行将持续聚焦老年群体需求,从"硬件设施优化、专属服务升级、金融知识普及"等方面深化金融 服务。以专业、温情的金融力量,为老年群体安享幸福晚年提供坚实保障,让适老服务真正成为连接金 融与民生的暖心桥梁,让每一位老年人都能在温暖与关怀中度过美好的每一天。 编辑:焦若涵 针对离退休人员普遍关注的第三代社保卡办理需求,开阳里支行联合 ...
浦发银行:温情金融服务 守护最美“夕阳红”
Zhong Jin Zai Xian· 2025-10-29 10:53
Core Viewpoint - The company emphasizes its commitment to providing tailored financial services for the elderly, enhancing their quality of life through innovative and considerate approaches [1][4][10]. Group 1: Service Innovation - The bank has implemented a systematic and professional elderly service mechanism, showcasing its dedication to "finance for the people" [1]. - Upgraded mobile banking specifically for seniors includes features like voice interaction and video tutorials, making it more user-friendly for the elderly [4]. - The bank has established 100 specialized financial service branches for the elderly, equipped with advanced facilities such as VR experiences and assistive devices [2]. Group 2: Financial Education - The bank organizes various educational activities aimed at improving financial literacy among the elderly, integrating risk awareness into their daily lives [6]. - Collaborations with senior universities to provide tailored financial courses help seniors learn and understand financial concepts [8]. - Multiple branches have initiated community outreach programs, conducting over 20 financial education events to assist nearly 5,000 elderly individuals in understanding financial services [8]. Group 3: Security Measures - The bank has developed a multi-layered security system to protect elderly clients' funds, actively identifying and preventing fraudulent activities [11][13]. - Specific measures include real-time alerts for suspicious transactions and a dedicated team for fraud prevention calls, ensuring elderly clients are informed of potential risks [13]. - Successful interventions have resulted in recovering significant amounts of money for elderly clients who were targeted by scams, demonstrating the bank's proactive approach to safeguarding their assets [10][11]. Group 4: Future Directions - The bank plans to continue enhancing its elderly services, focusing on expanding the depth and breadth of its offerings to improve the overall experience for senior clients [13].
温情守护老年群体幸福生活—— 中国人寿保定分公司开展敬老宣传月活动
Zhong Guo Jin Rong Xin Xi Wang· 2025-10-29 09:34
Core Viewpoint - The article highlights the proactive measures taken by China Life Baoding Branch to enhance financial services for the elderly, aligning with the national strategy to address population aging and improve the financial service experience for senior citizens [1][3]. Group 1: Event Overview - The "Respect for the Elderly Promotion Month" activity was organized by the Baoding Insurance Industry Association, with China Life Baoding Branch actively participating [1]. - The theme of the event was "Smart Assistance for the Elderly, Protecting Rights, and Warm Services," focusing on the needs of the elderly [1]. Group 2: Financial Education Initiatives - The company addressed the pain points and challenges faced by the elderly in financial services, explaining "suitability management" in simple terms [3]. - Elderly individuals were advised to clarify their protection needs, plan budgets wisely, match products accurately, and understand insurance terms [3]. - The company also provided education on "preventing telecom fraud" and "identifying illegal fundraising" [3]. Group 3: Service Enhancements - China Life Baoding Branch is enhancing its services for the elderly by optimizing offline service facilities, including adding comfortable seating, magnifying glasses, and emergency medicine boxes [3]. - For elderly clients with mobility issues, the company introduced "door-to-door services," allowing staff to handle business transactions using mobile devices at clients' homes [3]. Group 4: Commitment to Social Responsibility - The "Respect for the Elderly Promotion Month" activity not only provided warmth in financial services but also reinforced the company's commitment to social responsibility [3]. - The company plans to continue improving elderly financial services through product design, service processes, and risk prevention, aiming to create a more convenient, safe, and caring insurance service for the elderly [3].
金融温度暖银龄
Jiang Nan Shi Bao· 2025-10-16 02:58
9月19日,该行接到一位客户的来电咨询,称其母亲是磨头小学的退休教师,银行卡需要到期需要更 换,询问需要携带哪些资料进行办理。网点工作人员告知可线上申请或需本人带身份证件进行办理。然 而,客户母亲年事已高,既无法熟练使用手机进行线上操作,又因病住院无法前往网点。网点工作人员 在电话中感受到客户的急切与无助,随即表示网点可提供上门服务,第一时间与客户确认当前所在的医 院病房地址、适宜的服务时间以及办理所需的具体材料,第二日即上门完成换卡服务,获得客户高度赞 誉。 此次批量换卡中,工商银行磨头支行没有局限于网点的"三尺柜台",而是主动将服务的触角延伸至最需 要的地方,累计为10余位因各种原因不便出门的退休教师提供了专业、便捷的上门换卡服务,以有温度 的服务传递金融关爱,赢得了退休教师群体及其家属的高度认可和广泛好评。 江南时报讯 在人口老龄化趋势日益加剧的当下,为老年群体提供便捷、贴心、安全的金融服务已成为 金融机构的重要课题。工商银行磨头支行深入践行"金融为民"服务理念,以打造优质适老服务网点为目 标,准聚焦老年客群的独特需求与痛点,坚持主动靠前、服务延伸,用心用情破解"银发族"在金融服务 中面临的"数字鸿沟" ...
工商银行南通海安城南支行适老服务“零距离”破解高龄老人“密码难题”
Jiang Nan Shi Bao· 2025-10-16 02:52
Core Viewpoint - The article highlights the effective and compassionate financial services provided by the Industrial and Commercial Bank of China (ICBC) to elderly customers, showcasing a successful case of personalized support for a senior citizen in need [1][2][3] Group 1: Service Implementation - ICBC's branch in Nantong, Haian, has established a specialized elderly service system, demonstrating a commitment to addressing the needs of senior customers [1][3] - The branch is equipped with experienced elderly service specialists and has prepared various elderly-friendly materials, including mobile smart terminals and large-print business guides [2] Group 2: Customer Support Case - An 82-year-old customer faced difficulties accessing his bank account due to a forgotten password and physical limitations, prompting his family to seek assistance from the bank [1] - Upon receiving the request, the bank activated its emergency service plan for elderly customers, ensuring a smooth and efficient process for the elderly client [2] Group 3: Service Features - The bank's service includes a full-process appointment mechanism for elderly customers, covering high-frequency services such as password resets and account activations [3] - Over the years, the branch has provided personalized financial services to more than 200 elderly, disabled, and critically ill customers, emphasizing the importance of accessible and warm financial services [3]
农行济南灵岩路支行:上门服务解民忧,温情送到家
Qi Lu Wan Bao· 2025-09-29 09:21
Core Viewpoint - Agricultural Bank of China (ABC) demonstrates its commitment to elderly-friendly financial services through a recent case where a customer service representative provided home service to an elderly couple, addressing their specific needs and challenges [1] Group 1: Customer Service Initiatives - ABC has implemented measures such as establishing green channels and providing home service to assist elderly customers and those with mobility issues, effectively addressing their difficulties in accessing financial services [1] - The bank's staff, exemplified by the customer manager Xiao Zhang, actively engages with elderly clients by adapting communication methods and providing necessary tools, such as magnifying glasses, to enhance their experience [1] Group 2: Impact on Customers - The elderly client, Mr. Li, expressed deep appreciation for the personalized service, highlighting the emotional connection and satisfaction derived from the bank's efforts to meet their needs [1] - The initiative reflects ABC's broader strategy to make financial services more accessible and considerate, ensuring that they resonate with the needs of the community [1]
建行东营胜大支行:“专窗+上门”消保服务暖人心
Qi Lu Wan Bao· 2025-09-24 00:46
Core Insights - The recent upgrade of the social security card system has led to a significant influx of customers at the Bank of China Dongying Shengda Branch for the third-generation card replacement service [1][2] - The branch has implemented a "special window + home service" initiative to enhance customer experience, particularly for elderly clients who may face mobility and communication challenges [1][2] Group 1 - The bank has established a dedicated "social security card replacement window" to streamline the process, reduce waiting times, and ensure quick service for customers [1] - The special window is staffed by experienced customer service managers and equipped with facilities such as reading glasses and magnifying glasses to assist elderly clients [1] - Customer service managers are trained to communicate effectively with clients who have hearing difficulties and provide hands-on assistance for those who struggle with signing [1] Group 2 - The bank has extended its services by offering home visits, where customer managers bring portable equipment to assist clients with card collection and replacement at their homes [2] - The home service includes comprehensive support, from information collection to card activation, along with educating clients about new card features and fraud prevention [2] - The bank emphasizes strict adherence to information security management throughout the service process, ensuring customer data is handled safely and securely [2] Group 3 - The combination of efficient service at the special window and compassionate home visits has alleviated the pressure of the card replacement peak and reflects the bank's commitment to "finance for the people" [2] - The bank plans to continue innovating its services to provide more professional and caring financial solutions for elderly clients, ensuring they feel the warmth and strength of financial services [2]
农行济南历下东门支行:暖心提醒解民忧,守护老人“钱袋子”
Qi Lu Wan Bao· 2025-09-19 09:36
Core Insights - The article highlights a case where Agricultural Bank of China (ABC) demonstrated its customer-centric service philosophy by assisting an elderly customer with a forgotten deposit, showcasing the bank's responsibility towards an aging clientele [1][2] Group 1: Customer Service - ABC's proactive service includes a reminder system for the maturity of fixed deposits, which is particularly beneficial for elderly customers who may forget their financial assets due to memory decline [1] - The bank's staff provided personalized assistance, confirming the elderly customer's deposit of 15,000 yuan (approximately 2,200 USD) that was about to mature, thus preventing potential financial loss [1] Group 2: Social Responsibility - The incident reflects the bank's commitment to safeguarding the financial security and peace of mind of older clients through thoughtful and detailed service [1] - The gratitude expressed by the elderly customer serves as recognition of ABC's professional and responsible approach to enhancing services tailored for older individuals [2]
兴业银行哈尔滨分行多措并举提升适老金融服务质量,用心用情守护“银发”幸福
Zhong Guo Jin Rong Xin Xi Wang· 2025-08-18 08:44
Group 1 - The core viewpoint of the articles emphasizes the proactive measures taken by Industrial Bank's Harbin branch to enhance financial services for the elderly, focusing on service quality, product functionality, and creating a supportive environment [1][2]. Group 2 - The bank has upgraded 29 branches to be elder-friendly, incorporating facilities such as wheelchair access, emergency call devices, and automatic external defibrillators (AED) for emergency situations [1]. - A total of 26 employees have obtained qualifications as pension financial planners, enhancing the bank's capability to provide tailored services to elderly clients [1]. Group 3 - The bank has introduced a digital transformation for elder services, addressing common issues faced by elderly clients such as usability and accessibility through an "Easy Version" of their mobile banking app and self-service devices with large text and voice prompts [1]. - The "Love Channel" service provides elderly clients with priority service, reducing wait times and ensuring personalized assistance [1]. Group 4 - The bank is expanding its "An Yu Life" pension financial product system, offering a variety of products including wealth management, insurance, and savings, while also providing additional services like health check-ups and legal consultations [2]. - The bank engages in community outreach through activities like "Respect for the Elderly Public Welfare" to connect with elderly institutions and enhance their daily lives [2]. - The bank actively promotes awareness against telecom and internet fraud among elderly clients to help them protect their finances [2].