保理通应收账款产品营销策划方案范例.doc

金融产品营销策划方案 目 录 概要提示·························································（03） 先进思想························································（03） 一、策划目的·····················································（03） 二、营销环境分析·················································（03） （一）、宏观环境分析·············································（03） （二）、理财产品SWOT分析········································（04） 1、优势·····················································（04） 2、劣势·····················································（06） 3、威胁·····················································（07） 4、机会·····················································（07） （四）、企业形象分析·············································（09） 三、市场面临的问题分析············································（10） 四、市场机会分析·················································（11） 五、营销策划达到的目标···········································（11） 六、营销策略·····················································（11） （一）、产品策略··················································（11） （二）、渠道策略·················································（14） （三）、价格策略··················································（15） （四）、促销策略·················································（16） 七、具体推进方案·················································（17） (一)、针对不同投资者···········································（17） （二）、针对企业自身·············································（18） 八、费用预算······················································（19） 金融产品营销策划方案 概要提示：为吸收更多的客户，把潜在客户转为主要客户。扩大保理通：应收账款保理项目在市场的影响力，提升市场地位。专注于供应链金融及其细分的一个领域--——应收账款，树立可信，时尚的互联网金融F2B理财平台。树立起品牌文化形象，打造稳健的、专业的、诚信的、有远见的、负责的、智慧的、伙伴关系的企业形象。保理通所属的旺财谷理财平台始终就致力于践行普惠金融，服务实体经济，切实地的解决了不少中小企业的融资难问题，在客户有需要时，保理通项目作为客户的第一选择。 一、策划目的： 本次策划主要针对旺财谷保利通的应收账款保理项目。其目的在于扩大旺财谷平台的社会影响力，提升市场地位，提高知名度，拓宽业务范围。 产品项目介绍： 项目融资方为亚洲保理（深圳）有限公司，其基于专业的风控流程和成熟的业务模式，在审慎核实本项目对应的基础交易真实性及买卖双方资信的基础上，拟折价受让供应商深圳某供应商因向采购商快递龙头企业提供服务形成的应收账款31.854万元收益权，并向该供应商提供集贸易融资、应收账款管理等为一体的综合金融服务。项目对应的基础交易供应商，已与亚洲保理（深圳）有限公司达成稳定的保理服务合作关系，亚洲保理（深圳）有限公