CN112053060B - Multi-channel bank marketing information interaction system and method - Google Patents
Multi-channel bank marketing information interaction system and method Download PDFInfo
- Publication number
- CN112053060B CN112053060B CN202010928691.7A CN202010928691A CN112053060B CN 112053060 B CN112053060 B CN 112053060B CN 202010928691 A CN202010928691 A CN 202010928691A CN 112053060 B CN112053060 B CN 112053060B
- Authority
- CN
- China
- Prior art keywords
- module
- client
- information
- marketing
- dispatch
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Active
Links
- 230000003993 interaction Effects 0.000 title claims abstract description 47
- 238000000034 method Methods 0.000 title claims abstract description 25
- 230000002452 interceptive effect Effects 0.000 claims description 2
- BQCADISMDOOEFD-UHFFFAOYSA-N Silver Chemical compound [Ag] BQCADISMDOOEFD-UHFFFAOYSA-N 0.000 description 9
- 229910052709 silver Inorganic materials 0.000 description 9
- 239000004332 silver Substances 0.000 description 9
- 238000012795 verification Methods 0.000 description 2
- 230000007547 defect Effects 0.000 description 1
- 238000010586 diagram Methods 0.000 description 1
- 230000000694 effects Effects 0.000 description 1
- 238000006467 substitution reaction Methods 0.000 description 1
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q10/06311—Scheduling, planning or task assignment for a person or group
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/06—Buying, selling or leasing transactions
- G06Q30/0601—Electronic shopping [e-shopping]
- G06Q30/0633—Lists, e.g. purchase orders, compilation or processing
- G06Q30/0635—Processing of requisition or of purchase orders
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/06—Buying, selling or leasing transactions
- G06Q30/0601—Electronic shopping [e-shopping]
- G06Q30/0639—Item locations
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/03—Credit; Loans; Processing thereof
Landscapes
- Business, Economics & Management (AREA)
- Engineering & Computer Science (AREA)
- Finance (AREA)
- Accounting & Taxation (AREA)
- Human Resources & Organizations (AREA)
- Economics (AREA)
- Strategic Management (AREA)
- Marketing (AREA)
- General Business, Economics & Management (AREA)
- Development Economics (AREA)
- Theoretical Computer Science (AREA)
- General Physics & Mathematics (AREA)
- Physics & Mathematics (AREA)
- Entrepreneurship & Innovation (AREA)
- Educational Administration (AREA)
- Tourism & Hospitality (AREA)
- Quality & Reliability (AREA)
- Operations Research (AREA)
- Game Theory and Decision Science (AREA)
- Technology Law (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Abstract
The invention relates to a multi-channel bank marketing information interaction system and a multi-channel bank marketing information interaction method, wherein the system comprises a multi-channel access module, a client classification module, a dispatch module and a plurality of marketing terminals, the multi-channel access module is used for acquiring client information of different marketing channels, the client classification module is used for acquiring client classification labels of each client information according to the client information and sending the client information of different client classification labels into each module of the dispatch module, each module of the dispatch module sends the client information into the corresponding marketing terminal, and the marketing terminals acquire the client information and conduct client interaction according to the client information. Compared with the prior art, the method for achieving the client interaction of the marketing channels has the advantages that the client information of different marketing channels is obtained, the clients are distributed to corresponding marketing personnel for interaction according to the client information, the client interaction method of different marketing channels is effectively opened, the clients can be distributed to the marketing personnel in real time, user experience is improved, and marketing interaction efficiency is improved.
Description
Technical Field
The invention relates to the field of bank information interaction, in particular to a multi-channel bank marketing information interaction system and method.
Background
At present, the credit card application is applied for and is applied for the channel three kinds of forms of on-line customer's own handling, off-line website marketing personnel handling and telephone sales are handled, the on-line handling adopts the form that the user fills in on-line, no personnel guides in real time, the user needs to fill in a plurality of kinds, information of fields on the network, the off-line handling is conducted by staff and is conducted, the auxiliary filling is conducted, the user who is applied for the card needs to arrive at the website to fill in the on-line website running time, telephone sales is conducted through telephone marketing, and the client is helped in the conversation process. At present, the three forms are independent, the information of the client is limited, the information interaction efficiency between the marketer and the client is low, the timeliness is poor, and the targeted marketing according to the client information can not be realized.
Disclosure of Invention
The invention aims to overcome the defects of the prior art and provide a multi-channel bank marketing information interaction system and method.
The aim of the invention can be achieved by the following technical scheme:
a multi-channel bank marketing information interaction system comprises a multi-channel access module, a client classification module, a dispatch module and a plurality of marketing terminals,
the multi-channel access module is used for acquiring client information of different marketing channels,
the client classifying module is used for acquiring the client classifying label of each client information according to the client information and sending the client information of different client classifying labels into each module of the dispatch module,
each module of the dispatch module sends the customer information to the corresponding marketing terminal,
and the marketing terminal acquires the client information and performs client interaction according to the client information.
Preferably, the client classification labels comprise robbery labels, automatic dispatch labels and manual dispatch labels, correspondingly, the dispatch module comprises robbery dispatch modules, automatic dispatch modules and manual dispatch modules, the real-time interactive system further comprises a manual dispatch terminal,
the order-robbing and order-dispatching module is used for sending the client information with the client classification label as the order-robbing label to the corresponding marketing terminal for order-robbing,
the automatic dispatch module is used for sending the client information with the client classification label as the automatic dispatch label to the corresponding marketing terminal,
the manual dispatch module is used for sending the client information of which the client classification label is the manual dispatch label to the manual dispatch terminal, and the manual dispatch terminal obtains the manual dispatch information and sends the client information of which the client classification label is the manual dispatch label to the corresponding marketing terminal according to the manual dispatch information.
Preferably, the marketing terminal comprises a robbery module and a positioning module,
the positioning module is used for acquiring the position information of the marketing terminal,
the order-robbing and order-dispatching module is used for sending the client information to the order-robbing module of the marketing terminal with the distance from the client position in the client information smaller than the preset distance, waiting for the response order-receiving of the marketing terminal, sending the client information to the order-robbing module of the marketing terminal in the city where the client is located when the waiting time is longer than the first preset time and not receiving the response order-receiving of the marketing terminal when the waiting time is longer than the second preset time, setting the classification label of the client information as a manual order-robbing label and sending the manual order-robbing module,
the second preset time is longer than the first preset time.
Preferably, the marketing terminal comprises a positioning module for acquiring the position information of the marketing terminal,
the automatic dispatch module sends the client information to an idle marketing terminal closest to the client position in the client information, if the marketing terminal returns the client information sent by the automatic dispatch module, the automatic dispatch module sends the client information to an idle marketing terminal closest to the client position in the client information, and if the marketing terminal returns the client information sent by the automatic dispatch module, the classification label of the client information is set as a manual dispatch label and sent to the manual dispatch module.
Preferably, the marketing terminal comprises a client interaction module, wherein the client interaction module comprises a voice sub-module, an off-line handling sub-module, a passenger obtaining short message sending sub-module, a credit obtaining short message sending sub-module, a blank transferring sub-module and an on-line guiding filling sub-module.
Preferably, the multi-channel access module comprises an independent order-issuing access sub-module and a plurality of client information transfer sub-modules.
Preferably, the client information transfer sub-module comprises a big data system transfer sub-module, a financial system transfer sub-module, a unified guest acquisition system transfer sub-module and an empty silver system transfer sub-module.
Preferably, the self-service order-placing access sub-module accesses the client information acquired by the WeChat applet, the big data system transfer sub-module transfers the client information of the user who is saved, refused to be batched, failed in real name and failed to be verified, which is acquired by the analysis of the bank big data system, the financial system transfer sub-module transfers the client information of the user who is failed to be checked by the three parents of the financial system transfer, the unified guest acquisition system transfer sub-module acquires the client information of the online transfer single user transferred by the unified guest acquisition system, and the empty silver system transfer sub-module transfers the client information of the empty silver system transfer single user.
Preferably, the marketing terminal is held by a bank marketing personnel, and the manual dispatch terminal is held by a marketing supervisor.
Preferably, the customer information of the classification label as the manual dispatch label is received by the marketing manager, the manual dispatch information is submitted according to the customer information, the customer of the classification label as the manual dispatch label is assigned to the corresponding marketing personnel, and the customer information is sent to the marketing terminal of the corresponding marketing personnel.
Preferably, the client information includes client name, transacted business type, client contact, client location, client class label, client access channel.
A multi-channel bank marketing information interaction method is based on the multi-channel bank marketing information interaction system, and comprises the following steps:
s1: the multi-channel access module acquires client information of different marketing channels;
s2: the client classification module acquires client classification labels of all clients according to the client information, sends the client information of which the client classification labels are robbed form labels into the robbed form module, sends the client information of which the client classification labels are automatic form dispatching labels into the automatic form dispatching module, and sends the client information of which the client classification labels are manual form dispatching labels into the manual form dispatching module;
s3: each module of the dispatch module sends the client information to the corresponding marketing terminal;
s4: and the marketing terminal acquires the client information and performs client interaction according to the client information.
Preferably, the step S3 specifically includes:
s31: the method comprises the steps that a bill grabbing module sends customer information to a bill grabbing module of a marketing terminal, wherein the distance between the customer information and a customer position in the customer information is smaller than a preset distance, the marketing terminal waits for response bill receiving, the bill grabbing module sends the customer information to a marketing terminal of a city where the customer is located when waiting time is longer than a first preset time, the bill grabbing module does not have the response bill receiving of the marketing terminal when waiting time is longer than a second preset time, and a classification label of the customer information is set as a manual bill distributing label and sent to the manual bill distributing module;
s32: the automatic dispatch module sends the client information to an idle marketing terminal closest to the client position in the client information, if the marketing terminal returns the client information sent by the automatic dispatch module, the classification label of the client information is set as a manual dispatch label and sent to the manual dispatch module;
s33: and the manual dispatch module sends the client information of which the client classification label is the manual dispatch label to the manual dispatch terminal, and then the manual dispatch terminal obtains the manual dispatch information and sends the client information of which the client classification label is the manual dispatch label to the corresponding marketing terminal according to the manual dispatch information.
Compared with the prior art, the invention has the following advantages:
(1) According to the method, the client information of different marketing channels can be obtained, the clients are distributed to corresponding marketing personnel for interaction according to the client information, the client interaction methods of the different marketing channels are effectively opened, the clients can be efficiently distributed to the marketing personnel in real time, and the user experience is improved;
(2) According to the invention, the clients are classified according to the client information by the client classification module, and the client information is sent to the dispatch module according to the classification result, so that the personalized processing effect on different clients can be effectively improved, and the marketing interaction efficiency is improved;
(3) The order sending module sends the client information to the marketing terminal of the marketing personnel through the order taking and order sending module, the automatic order sending module and the manual order sending module, the order taking and order sending module can effectively improve the real-time response efficiency of the client information after entering the system, and the manual order sending module can carry out manual order sending processing on the clients or special clients which are not in order taking and automatic order sending, thereby improving the targeted marketing capability;
(4) The order-robbing and order-dispatching module can preferentially push the client information to marketing personnel with small distance from the client, and the corresponding speed and processing speed of the marketing personnel are improved;
(5) The automatic dispatch module can quickly push the client information to the marketing personnel closest to the client, effectively improve the speed of the marketing personnel reaching the client position and improve the marketing efficiency of the marketing personnel.
Drawings
FIG. 1 is a schematic diagram of a multi-channel banking marketing information interaction system of the present invention;
FIG. 2 is a flow chart of a multi-channel banking marketing information interaction method of the present invention.
Detailed Description
The invention will now be described in detail with reference to the drawings and specific examples. Note that the following description of the embodiments is merely an example, and the present invention is not intended to be limited to the applications and uses thereof, and is not intended to be limited to the following embodiments.
Examples
A multi-channel bank marketing information interaction system is shown in fig. 1, and comprises a multi-channel access module, a client classification module, a dispatch module, a plurality of marketing terminals and a plurality of manual dispatch terminals.
In this embodiment, the marketing terminal is held by the bank marketing personnel, and the manual dispatch terminal is held by the marketing person in charge, and the marketing terminal includes robbery single module and positioning module, and positioning module is used for obtaining the positional information of marketing terminal.
The multi-channel access module is used for acquiring client information of different marketing channels. Specifically, the multi-channel access module comprises an independent order access sub-module and a plurality of client information transfer sub-modules, wherein the client information transfer sub-modules comprise a big data system transfer sub-module, a financial system transfer sub-module, a unified guest acquisition system transfer sub-module and an empty bank system transfer sub-module.
In this embodiment, the self-service order-placing access sub-module accesses the customer information of the user acquired by the WeChat applet, the big data system transfer sub-module transfers the customer information of the user who is withheld, refused to be batched, failed in real name system and verified failed, which is acquired by the bank big data system analysis, the financial system transfer sub-module transfers the customer information of the three-parent verification failed user transferred by the financial system, the unified guest acquisition system transfer sub-module acquires the customer information of the online transfer single user transferred by the unified guest acquisition system, and the empty silver system transfer sub-module transfers the customer information of the single user transferred by the empty silver system.
The client classification module is used for acquiring client classification labels of each client information according to the client information, and sending the client information of different client classification labels into each module of the dispatch module. In this embodiment, the customer classification labels include a robbery label, an automatic dispatch label, and a manual dispatch label.
In this embodiment, the client classification label of the client information accessed by the self-service order-placing access sub-module is a robbery order label, and the client classification module judges that the client classification label is an automatic order-sending label or a manual order-sending label according to the client information in the client information transferred in other channels. The customer classification labels of the abandon, refused batch, real-name system failure, verification failure and the three-parent customers are automatic dispatch labels, and the customer classification labels of other customers are manual dispatch labels.
And each module of the dispatch module sends the client information to the corresponding marketing terminal. In this embodiment, the dispatch module includes a robbery dispatch module, an automatic dispatch module, and a manual dispatch module.
Specifically, the order-robbing and order-distributing module is used for sending the client information with the client classification label as the order-robbing label to the corresponding marketing terminal for order-robbing, and the automatic order-robbing module is used for sending the client information with the client classification label as the automatic order-robbing label to the corresponding marketing terminal.
The method comprises the steps that a preset distance, a first preset time and a second preset time are arranged in a bill taking module, the second preset time is longer than the first preset time, the bill taking module sends client information to a bill taking module of a marketing terminal, the distance between the client information and a client position in the client information is smaller than the preset distance, the marketing terminal waits for responding to a bill receiving, the marketing terminal does not respond to the bill receiving when the waiting time is longer than the first preset time, the client information is sent to a bill taking module of a marketing terminal of a city where the client is located in the client information, the waiting time is longer than the second preset time, the marketing terminal does not respond to the bill receiving, and a client classification label of the client information is set to be a manual bill taking label and sent to the manual bill taking module.
After the client information is sent to the order grabbing module in the marketing terminal, the marketing personnel checks the client information through the marketing terminal and selects whether to receive orders or not.
In this embodiment, the preset distance is 10 km, the first preset time is 5 minutes, and the second preset time is 20 minutes.
The automatic dispatch module sends the client information to an idle marketing terminal closest to the client position in the client information, if the marketing terminal returns the client information sent by the automatic dispatch module, the automatic dispatch module sends the client information to an idle marketing terminal closest to the client position in the client information, and if the marketing terminal returns the client information sent by the automatic dispatch module, the client classification label of the client information is set as a manual dispatch label and sent to the manual dispatch module.
The manual dispatch module is used for sending the client information of which the client classification label is the manual dispatch label to the manual dispatch terminal, and the manual dispatch terminal obtains the manual dispatch information and sends the client information of which the client classification label is the manual dispatch label to the corresponding marketing terminal according to the manual dispatch information.
Specifically, the client information with the client classification label being the manual dispatch label is received by a marketing manager, manual dispatch information is submitted according to the client information, the client with the client classification label being the manual dispatch label is assigned to a corresponding marketing person, and the client information is sent to a marketing terminal of the corresponding marketing person.
The marketing terminal acquires client information and carries out client interaction according to the client information, and the marketing interrupt further comprises a client interaction module, wherein the client interaction module comprises a voice sub-module, an off-line handling sub-module, a passenger obtaining short message sending sub-module, a credit obtaining short message sending sub-module, a blank transferring sub-module and an on-line guiding filling sub-module.
In this embodiment, the client information includes a client name, a transacted business type, a client contact, a client location, a client category label, and a client access channel.
A multi-channel bank marketing information interaction method is based on the multi-channel bank marketing information interaction system, as shown in figure 2, and comprises the following steps:
s1: the multi-channel access module acquires client information of different marketing channels.
Specifically, in this embodiment, the multi-channel access module includes an autonomous order-making access sub-module, a big data system transfer sub-module, a financial system transfer sub-module, a unified guest-obtaining system transfer sub-module, and an empty bank system transfer sub-module, and obtains self-service order-making client information, big data system transfer client information, financial system transfer client information, unified guest-obtaining system transfer client information, and empty bank system transfer client information.
S2: the client classification module acquires client classification labels of all clients according to the client information, sends the client information of which the client classification labels are robbed form labels into the robbed form module, sends the client information of which the client classification labels are automatic form dispatching labels into the automatic form dispatching module, and sends the client information of which the client classification labels are manual form dispatching labels into the manual form dispatching module;
s3: and each module of the dispatch module sends the client information to the corresponding marketing terminal.
Specifically, in this embodiment, S3 specifically includes:
s31: the method comprises the steps that a bill grabbing module sends customer information to a bill grabbing module of a marketing terminal, wherein the distance between the customer information and a customer position in the customer information is smaller than a preset distance, the marketing terminal waits for response bill receiving, the bill grabbing module sends the customer information to a bill grabbing module of a marketing terminal of a city where the customer is located when waiting time is longer than a first preset time, the bill grabbing module sends the customer information to the marketing terminal of the city where the customer is located when waiting time is longer than a second preset time, and a customer classification label of the customer information is set as a manual bill distributing label and sent to the manual bill distributing module;
s32: the automatic dispatch module sends the client information to an idle marketing terminal closest to the client position in the client information, if the marketing terminal returns the client information sent by the automatic dispatch module, the client classification label of the client information is set as a manual dispatch label and sent to the manual dispatch module;
s33: and the manual dispatch module sends the client information of which the client classification label is the manual dispatch label to the manual dispatch terminal, and then the manual dispatch terminal obtains the manual dispatch information and sends the client information of which the client classification label is the manual dispatch label to the corresponding marketing terminal according to the manual dispatch information.
S4: and the marketing terminal acquires the client information and performs client interaction according to the client information.
Specifically, in this embodiment, after the marketing terminal obtains the client information, the marketer may interact with the client through the client interaction module according to the client information.
If the client is a credit card handling client, the client is informed of the receipt information through the client-obtaining short message sending sub-module, then the client is contacted through the voice sub-module, the client is checked out to handle the credit card for the client by using the off-line handling sub-module after the time and place are reserved for the client, and if the client selects to handle the credit card on line, the client is assisted to handle the credit card on line through the on-line guiding and filling sub-module.
If the client is a loan handling client, the client is informed of the receipt information through the client-obtaining short message sending sub-module, then the client is contacted through the voice sub-module, marketing staff contacts the client through the voice sub-module according to the business handling type in the client information to carry out marketing, after the marketing is successful, the corresponding loan obtaining handling link is sent through the loan obtaining short message sending sub-module, and if the client needs to be filled out, the client is guided by the voice sub-module through telephone.
If the marketer judges that the client is the empty silver transferring client, the client information is transferred back to the empty silver system through the empty silver transferring sub-module. The customers transferring empty bank are divided into two types, one is a batch customer, and the customers are transferred back to the empty bank system for the reason that the state of the list which is not connected with two telephones within 3 days is a rescue list which is not distributed and the number of the detention days meets the condition. One is to actively switch back, and marketers can actively switch customers under the name to empty silver.
The above embodiments are merely examples, and do not limit the scope of the present invention. These embodiments may be implemented in various other ways, and various omissions, substitutions, and changes may be made without departing from the scope of the technical idea of the present invention.
Claims (7)
1. A multi-channel bank marketing information interaction method is applied to a multi-channel bank marketing information interaction system, which is characterized in that the bank marketing information interaction system comprises a multi-channel access module, a client classification module, a dispatch module and a plurality of marketing terminals,
the multi-channel access module is used for acquiring client information of different marketing channels,
the client classifying module is used for acquiring the client classifying label of each client information according to the client information and sending the client information of different client classifying labels into each module of the dispatch module,
each module of the dispatch module sends the customer information to the corresponding marketing terminal,
the marketing terminal acquires client information and performs client interaction according to the client information;
the customer classification labels comprise a robbery label, an automatic dispatch label and a manual dispatch label, correspondingly, the dispatch module comprises a robbery dispatch module, an automatic dispatch module and a manual dispatch module, the real-time interactive system further comprises a manual dispatch terminal,
the order-robbing and order-dispatching module is used for sending the client information with the client classification label as the order-robbing label to the corresponding marketing terminal for order-robbing,
the automatic dispatch module is used for sending the client information with the client classification label as the automatic dispatch label to the corresponding marketing terminal,
the manual dispatch module is used for sending the client information with the client classification label being the manual dispatch label to the manual dispatch terminal, and the manual dispatch terminal obtains the manual dispatch information and sends the client information with the client classification label being the manual dispatch label to the corresponding marketing terminal according to the manual dispatch information;
the bank marketing information interaction method comprises the following steps:
s1: the multi-channel access module acquires client information of different marketing channels;
s2: the client classification module acquires client classification labels of all clients according to the client information, sends the client information of which the client classification labels are robbed form labels into the robbed form module, sends the client information of which the client classification labels are automatic form dispatching labels into the automatic form dispatching module, and sends the client information of which the client classification labels are manual form dispatching labels into the manual form dispatching module;
s3: each module of the dispatch module sends the client information to the corresponding marketing terminal;
s4: the marketing terminal acquires the client information and performs client interaction according to the client information;
the step S3 specifically comprises the following steps:
s31: the method comprises the steps that a bill grabbing module sends customer information to a bill grabbing module of a marketing terminal, wherein the distance between the customer information and a customer position in the customer information is smaller than a preset distance, the bill grabbing module waits for a response bill receiving of the marketing terminal, the bill grabbing module still does not have the response bill receiving of the marketing terminal when the waiting time is longer than a first preset time, the bill grabbing module sends the customer information to the marketing terminal of a city where the customer is located, the bill receiving module waits for the response bill receiving of the marketing terminal, the customer classification label of the customer information is set to be a manual bill sending label when the waiting time is longer than a second preset time, and the manual bill sending module sends the customer classification label of the customer information;
s32: the automatic dispatch module sends the client information to an idle marketing terminal closest to the client position in the client information, if the marketing terminal returns the client information sent by the automatic dispatch module, the client classification label of the client information is set as a manual dispatch label and sent to the manual dispatch module;
s33: and the manual dispatch module sends the client information of which the client classification label is the manual dispatch label to the manual dispatch terminal, and then the manual dispatch terminal obtains the manual dispatch information and sends the client information of which the client classification label is the manual dispatch label to the corresponding marketing terminal according to the manual dispatch information.
2. The multi-channel bank marketing information interaction method of claim 1, wherein the marketing terminal comprises a robbery module and a positioning module,
the positioning module is used for acquiring the position information of the marketing terminal,
the order-robbing and order-dispatching module is used for sending the client information to the order-robbing module of the marketing terminal with the distance from the client position in the client information smaller than the preset distance, waiting for the response order-receiving of the marketing terminal, sending the client information to the order-robbing module of the marketing terminal in the city where the client is located when the waiting time is longer than the first preset time and not receiving the response order-receiving of the marketing terminal when the waiting time is longer than the second preset time, setting the client classification label of the client information as a manual order-robbing label and sending the manual order-robbing module,
the second preset time is longer than the first preset time.
3. The multi-channel banking marketing information interaction method of claim 1, wherein the marketing terminal comprises a positioning module for obtaining location information of the marketing terminal,
the automatic dispatch module sends the client information to an idle marketing terminal closest to the client position in the client information, if the marketing terminal returns the client information sent by the automatic dispatch module, the automatic dispatch module sends the client information to an idle marketing terminal closest to the client position in the client information, and if the marketing terminal returns the client information sent by the automatic dispatch module, the client classification label of the client information is set as a manual dispatch label and sent to the manual dispatch module.
4. The multi-channel bank marketing information interaction method according to claim 1, wherein the marketing terminal comprises a client interaction module, and the client interaction module comprises a voice sub-module, an off-line handling sub-module, a passenger obtaining short message sending sub-module, a credit obtaining short message sending sub-module, a blank transfer sub-module and an on-line guidance filling sub-module.
5. The multi-channel bank marketing information interaction method according to claim 1, wherein the multi-channel access module comprises an autonomous ordering access sub-module and a plurality of client information transfer sub-modules.
6. The multi-channel bank marketing information interaction method according to claim 5, wherein the customer information transfer sub-module comprises a big data system transfer sub-module, a financial system transfer sub-module, a unified guest-obtaining system transfer sub-module and an empty bank system transfer sub-module.
7. The multi-channel banking marketing information interaction method of claim 1, wherein the customer information comprises customer name, transacted business type, customer contact, customer location, customer category label, customer access channel.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202010928691.7A CN112053060B (en) | 2020-09-07 | 2020-09-07 | Multi-channel bank marketing information interaction system and method |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202010928691.7A CN112053060B (en) | 2020-09-07 | 2020-09-07 | Multi-channel bank marketing information interaction system and method |
Publications (2)
| Publication Number | Publication Date |
|---|---|
| CN112053060A CN112053060A (en) | 2020-12-08 |
| CN112053060B true CN112053060B (en) | 2024-02-23 |
Family
ID=73609999
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN202010928691.7A Active CN112053060B (en) | 2020-09-07 | 2020-09-07 | Multi-channel bank marketing information interaction system and method |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN112053060B (en) |
Families Citing this family (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN112541814A (en) * | 2020-12-10 | 2021-03-23 | 中信银行股份有限公司 | Banking business processing method and device and electronic equipment |
| CN112669481B (en) * | 2020-12-16 | 2022-10-21 | 重庆电子工程职业学院 | Management equipment for product marketing propaganda |
Citations (11)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN104573902A (en) * | 2014-07-30 | 2015-04-29 | 南京坦道信息科技有限公司 | Multi-channel coordinated marketing scheduling method based on marketing pool control |
| CN105405285A (en) * | 2015-11-06 | 2016-03-16 | 厦门蓝斯通信股份有限公司 | Order grabbing mode and order dispatching mode automatic switching vehicle scheduling method and scheduling system |
| CN107895280A (en) * | 2017-10-27 | 2018-04-10 | 深圳索信达数据技术股份有限公司 | A kind of marketing program method for pushing, system, terminal and storage medium |
| CN107909474A (en) * | 2018-01-03 | 2018-04-13 | 广州市盛戈移软信息科技有限公司 | Fine-grained management method and system after the Mobile Online's application of one kind loan and loan |
| CN108520349A (en) * | 2018-03-30 | 2018-09-11 | 深圳市零度智控科技有限公司 | Bank client shunt method and system, storage medium |
| CN109784947A (en) * | 2018-12-28 | 2019-05-21 | 上汽通用五菱汽车股份有限公司 | Worksheet processing method, equipment, storage medium and device are rescued after sale |
| CN110097455A (en) * | 2019-04-09 | 2019-08-06 | 中国工商银行股份有限公司 | Bank client Optimal Configuration Method and device |
| CN110543960A (en) * | 2019-08-20 | 2019-12-06 | 南京领行科技股份有限公司 | Order dispatching method and device |
| CN111143673A (en) * | 2019-12-19 | 2020-05-12 | 上海云角信息技术有限公司 | Method and system for multi-channel customer information processing and automatic marketing |
| CN111489214A (en) * | 2019-01-25 | 2020-08-04 | 北京嘀嘀无限科技发展有限公司 | Order allocation method, condition setting method and device and electronic equipment |
| CN111583023A (en) * | 2020-05-07 | 2020-08-25 | 中国工商银行股份有限公司 | Service processing method, device and computer system |
-
2020
- 2020-09-07 CN CN202010928691.7A patent/CN112053060B/en active Active
Patent Citations (11)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN104573902A (en) * | 2014-07-30 | 2015-04-29 | 南京坦道信息科技有限公司 | Multi-channel coordinated marketing scheduling method based on marketing pool control |
| CN105405285A (en) * | 2015-11-06 | 2016-03-16 | 厦门蓝斯通信股份有限公司 | Order grabbing mode and order dispatching mode automatic switching vehicle scheduling method and scheduling system |
| CN107895280A (en) * | 2017-10-27 | 2018-04-10 | 深圳索信达数据技术股份有限公司 | A kind of marketing program method for pushing, system, terminal and storage medium |
| CN107909474A (en) * | 2018-01-03 | 2018-04-13 | 广州市盛戈移软信息科技有限公司 | Fine-grained management method and system after the Mobile Online's application of one kind loan and loan |
| CN108520349A (en) * | 2018-03-30 | 2018-09-11 | 深圳市零度智控科技有限公司 | Bank client shunt method and system, storage medium |
| CN109784947A (en) * | 2018-12-28 | 2019-05-21 | 上汽通用五菱汽车股份有限公司 | Worksheet processing method, equipment, storage medium and device are rescued after sale |
| CN111489214A (en) * | 2019-01-25 | 2020-08-04 | 北京嘀嘀无限科技发展有限公司 | Order allocation method, condition setting method and device and electronic equipment |
| CN110097455A (en) * | 2019-04-09 | 2019-08-06 | 中国工商银行股份有限公司 | Bank client Optimal Configuration Method and device |
| CN110543960A (en) * | 2019-08-20 | 2019-12-06 | 南京领行科技股份有限公司 | Order dispatching method and device |
| CN111143673A (en) * | 2019-12-19 | 2020-05-12 | 上海云角信息技术有限公司 | Method and system for multi-channel customer information processing and automatic marketing |
| CN111583023A (en) * | 2020-05-07 | 2020-08-25 | 中国工商银行股份有限公司 | Service processing method, device and computer system |
Also Published As
| Publication number | Publication date |
|---|---|
| CN112053060A (en) | 2020-12-08 |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| US10368198B2 (en) | Method for requesting transportation services | |
| CN112053060B (en) | Multi-channel bank marketing information interaction system and method | |
| CN101350114B (en) | Bank queuing machine, system and method for processing queue | |
| US9143612B2 (en) | Centralized caller profile system and methods for routing and prioritizing calls | |
| CN104639756A (en) | Short message display method and device | |
| US20020021797A1 (en) | Method and system for establishing voice communications using a computer network | |
| US20070219851A1 (en) | Apparatus and method for generating and developing a sales lead | |
| CN103679967B (en) | Self-service dealing terminal, preposition equipment, self-service terminal system | |
| CN106097092A (en) | Data processing method and device for reconciliation | |
| CN105450680A (en) | Service method for data sharing | |
| CN106572273A (en) | Matching system of user incoming call access customer service line and method thereof | |
| CN110705926A (en) | Method, device and system for acquiring logistics object distribution information | |
| CN106330683A (en) | Multimedia seating system | |
| CN106097086A (en) | Data processing method, device and the system transferred accounts for enterprise | |
| WO2008133976A1 (en) | Method and system for automated skip tracing | |
| CN107579990A (en) | Measure of managing contract and server | |
| TWM607520U (en) | Incoming line dispatching system for voice customer service | |
| US20020021792A1 (en) | Method of and system for call service system, and computer product | |
| CN103516917B (en) | Internet information treating method and apparatus | |
| CN105635203B (en) | A kind of transfer method and equipment of electronic data | |
| TW201721577A (en) | Vehicle dispatching mechanism and task interaction confirmation system increasing efficiency of dispatching vehicles and integrating each of automatic dispatching terminal devices | |
| CN110062120A (en) | Call center's seat distribution method, system, equipment and storage medium | |
| TWI768484B (en) | Incoming line dispatch method and system for voice customer service | |
| CN107679880A (en) | The method that the system of classification registration client and passenger obtain authority | |
| KR102404881B1 (en) | Hybrid bus boarding management system |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| SE01 | Entry into force of request for substantive examination | ||
| GR01 | Patent grant | ||
| GR01 | Patent grant |