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工行首届理财节销售理财产品超360亿元

2017-08-29 09:47:43   中国经济网

2017年8月28日,中国工商银行首届“工银理财节”在全国正式拉开帷幕。截至当天17时,工行在全国范围内已举办投资者教育及理财讲座、网点微沙龙等活动近万场,销售各类理财产品超过360亿元,其中部分重点产品销量增幅超过6倍。1000名购买基金产品的客户还将率先体验工行即将推出的智能投顾服务“AI投”。

工商银行个人金融业务部负责人介绍说,作为国内银行业首次推出的理财节活动,工行积极顺应互联网时代客户行为模式的变化,通过创新和改进营销模式,践行普惠金融理念,履行社会责任担当,努力满足广大客户多样化和综合化的理财服务需求。同时,针对当前国内理财市场的现状,工行希望通过节庆的方式,回馈客户、引导客户、培育客户,最终帮助客户选择合适的理财产品,掌握科学的理财方法,进而树立正确的理财观念。

在回馈客户方面,本次活动中工行依托多年来积累的专业理财经验和品牌号召力,联合多家业内领先的基金公司、证券公司、保险公司,为广大客户提供了储蓄存款、理财、基金、保险、实物贵金属、账户交易产品、个人融资类、柜台记账式债券等九大类40余款精选投资理财产品。同时,通过发售高收益理财、优选基金申购手续费1折等惠民让利活动,为广大客户奉上了一场理财盛宴。

在理财能力提升方面,工行在北京、上海、广州、重庆和成都五个城市设立了会场,邀请了业内知名的经济学家、券商首席分析师现场为广大投资者分析宏观经济走势,研判资本市场。同时,在1.6万个网点举办微沙龙活动,邀请专业讲师和理财经理为广大客户介绍理财知识,诊断理财产品,优化资产配置。此外,工行还在网上银行、手机银行、直销银行等三大平台设置了理财节专区,方便广大客户,特别是非工行客户随时随地参与理财节活动。

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