Recently, in order to further improve marketing efficiency and achieve more precise telephone marketing. China Post Guangxi Branch has reached a deep cooperation agreement with Porient, adding 484 sets of intelligent recording terminals and intelligent telephone marketing systems for precise telephone marketing and customer marketing management in various financial outlets.

As the first supplier of the telephone marketing system procurement project for financial outlets of China Postal Guangxi Branch, Porient has developed an intelligent telephone marketing system suitable for various financial outlets of Guangxi Branch according to local business needs in March this year, and deployed 400 supporting intelligent recording terminals. At present, the first batch of intelligent marketing systems are running stably, and the recording terminal equipment experience is good. The enterprise has given recognition to our company's products and is quite appreciative of our technical capabilities and service attitude. Therefore, China Post Guangxi Branch has decided to continue delivering the second batch of financial network telephone marketing system procurement projects.

China Post Guangxi Branch has numerous financial branches and a wide distribution of customer managers, requiring a lot of phone communication for daily sales of wealth management products. The Financial Intelligent Telephone Marketing System is a customized system developed specifically for marketing positions in financial institutions. Through the system, big data can be utilized to achieve precise telephone marketing, increase proactive marketing opportunities, and help account managers improve work efficiency and service quality. Customer managers can query marketing task notifications and receive instructions, execute marketing tasks, learn excellent language skills, use SMS templates to maintain customer relationships, and increase marketing opportunities; After data integration with the existing CRM customer relationship management system of the bank, the platform can comprehensively grasp the marketing process, monitor the terminal status and execution in real time, and view detailed marketing reports, statistical reports, etc.

The system can achieve the following functions:

Big data precision marketing: After integration with existing network systems, user profiles, asset ratios, and marketing language recommendations can be displayed during marketing, which is conducive to precise customer marketing and improves marketing success rates.

Increase proactive marketing opportunities: automatic push of reminders for customer business expiration, birthdays, etc., facilitates timely maintenance of customer relationships and creates marketing opportunities.

Customer information security is guaranteed: Customer data is stored remotely in a centralized manner, and the terminal only has access to query and cannot export, ensuring that customer data is not affected by personnel transfers.

Marketing situation is well known: automatic recording of marketing audio, real-time statistics of marketing data, managers can quickly understand the marketing situation of each branch through the system, provide data support for leadership decision-making, and provide basis for KPI assessment.

In the ever-changing marketing environment and scarce customer resources, utilizing big data to achieve precise marketing and building an intelligent marketing system with competitive advantages in customer management, telephone marketing, SMS marketing, and other functions can help accelerate the intelligent, data-driven, and refined management of bank branch marketing business.