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中信银行上海分行:为客户创造价值,打造有温度的财富管理体系
Di Yi Cai Jing· 2025-12-22 00:33
分行聚焦市场趋势与客户需求,2025年二季度与四季度相继推出"618理财节"和"富贵理财节"等活动, 推出三大类产品:一是"零钱+""薪金煲""闲钱+""稳信+"等口碑单品;二是每周推出"货币+"系列产品, 在销售服务费和管理费方面给予费率优惠,通过减费让利进一步提升客户收益;三是为新客户设计的专 属体验产品。同时,线上平台同步打造五大专区与两大主题活动。活动期间理财业务规模增长超50亿 元,总销量突破百亿元。 随着"十五五"规划全面推进,建设金融强国与上海国际金融中心的战略部署也正扎实推进。财富管理作 为衔接金融服务与民生需求的重要载体,不仅是满足居民资产配置需求的核心抓手,更是金融机构践 行"金融为民"理念、助力共同富裕的重要方向。中信银行上海分行扎根沪上37年来,始终积极把握行业 发展脉搏,持续推动理财业务转型升级。分行以"五个领先"战略为引领,坚守"金融为民"初心,着力打 造、有温度、有特色的财富管理服务体系,为上海国际金融中心建设注入澎湃动力。 向新求质,构建有温度的财富生态 面对低利率市场环境与客户日益多元化的需求,银行理财正从"牌照竞争"转向"能力竞争"。中信银行上 海分行依托中信集团全牌照综合 ...
“火眼金睛”截断远程诈骗,中信银行南京分行保住客户20万元血汗钱!
Jiang Nan Shi Bao· 2025-10-14 10:26
Core Insights - A successful interception of a telecom fraud case occurred at CITIC Bank's Nanjing branch, saving a customer nearly 200,000 yuan [1] - The incident highlights the effectiveness of the bank's intelligent risk control system, which utilizes big data and artificial intelligence for real-time risk alerts [1] Group 1: Incident Details - The fraud attempt involved a customer, Ms. Zhu, who was misled by a caller posing as a "Douyin customer service" representative, leading her to share sensitive information [1] - The bank's staff noticed that Ms. Zhu's phone was in "screen sharing" mode and acted quickly to prevent further loss [1] - The bank's emergency response system was activated, connecting branches from Changzhou to Nanjing and up to the Beijing headquarters to facilitate a rapid response [1] Group 2: Bank's Response and Strategy - CITIC Bank plans to deepen its "police-bank cooperation" mechanism to combat evolving telecom fraud tactics [2] - The bank aims to enhance its predictive warning systems and long-term public awareness campaigns to protect customers' financial security [2]