Financial Marketing and Personal Finance Sandbox

Description

Be able to distinguish between the marketing departments for corporate customers and private customers, and understand the whole process of financial business transactions for different types of customers at bank branches in reality

Be able to analyze the micro-environment in financial marketing, summarize the influencing factors that affect customer behavior and decision-making, analyze the decision-making process of financial customers, and launch different financial products according to various financial needs of customers, so that students can improve their comprehensive quality of financial marketing through practice, Highlight "Zero Distance from Real Work"

Be able to analyze market positioning, conduct financial market surveys, predict market conditions such as real estate and project investment, identify potential financial needs of private customers, recommend investment and wealth management products to private customers, and understand real-life residential mortgage loans, business loans, etc. Application Scenarios of Consumer Credit

Be able to simulate the risk events encountered by corporate customers and individual customers in reality, understand how financial products can help avoid risks, reduce financing costs, or overcome liquidity crises, and understand the perspective of promoting financing products in banks, such as mortgage loans and receivables Factoring, fixed asset project financing, working capital loan, warehouse receipt pledge, etc.

It can track the operation of corporate customers to tap their potential financial needs, and recommend suitable financial products based on the credit status of corporate customers, such as stock investment, fund investment, bond investment and other financial investment products, to help customers improve the income of investment and wealth management.