| With the rapid development of China,the accumulation of national wealth is also growing rapidly,and the wealth management needs of the public affluent groups are also growing.As the head brand of domestic wealth management,HT Wealth Management Co.,Ltd.has increased in scale and customer volume in recent years.In the face of the increasing scale and number of customers in the process of development,the drawbacks of the traditional marketing model have gradually emerged.One is that there is no systematic marketing concept,and the business model is based on personal experience,which is very unstable;The characteristics of customer groups are not clear,it is difficult to dig deep into customer needs,and there is a lack of precise marketing.From the perspective of financial retail business,this paper discusses the precision marketing of retail business in our financial industry,and makes a brief analysis of its domestic and foreign research.Secondly,according to HT Wealth Management Company’s existing retail business conditions and historical data for analysis.Based on market segmentation theory,family life cycle theory,and 4Cs theory,a questionnaire survey was carried out to clarify the problems of precision marketing and K-means cluster analysis was performed on the transaction customer data.Conduct multi-faceted analysis and research on the impact and effect of data applied to HT Wealth Management Company’s retail business precision marketing work,establish a user portrait model,build a precision marketing system and customer service process,and conduct statistics on the data captured by the platform.and classification,comprehensively highlig HT the particularity of users,and find replicable breakthroughs in the development of retail business,so as to carry out innovative research on precision marketing.By analyzing,summarizing and summarizing the precise marketing strategy of the retail business of the tripartite wealth management industry specifically studied in the paper,mining and retail business in precision marketing data platform of its actual effect,according to my many years of work experience in wealth management retail,summarizes how to use the existing data in the work to carry on the accurate marketing,HT wealth management company retail business precise marketing efforts to carry out the strategy and the suggestion,from the customer to develop to clinch a deal,from the pre-sale,sale and after-sale in combination with the data analysis results increase marketing efficiency,in the fierce market competition,form a strong technical barriers,revitalize the existing resources and gain more advantage resources,achieve the goal of comprehensive strength ascension. |
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