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Grid-Based Marketing Service Platform

Empowering partners with viral marketing tools, enabling them to leverage personal influence to promote financial products.

Product Overview

The Grid-Based Marketing Service Platform serves as a customer engagement and marketing tool for banks, utilizing mobile and social channels for customer acquisition and retention to enhance overall productivity. Designed under the “1+3+X” architecture, the platform equips relationship managers with functions such as targeted marketing, lead generation, task reminders, customer profiling, pre-loan investigation, and business processing. It also empowers partners—defined as promoters, supporters, or collaborators aligned with the bank’s grid marketing strategy (such as local representatives)—with viral marketing tools to leverage their personal influence in product promotion. Additionally, it provides customers with a range of intelligent and convenient services.

Business Value
Grid Management Philosophy

By integrating Baidu/AutoNavi Maps, the Grid-Based Marketing Platform enables management to define branch boundaries and mark business zones or communities within a region. This allows for precise targeting of customer groups, helping relationship managers conduct more focused outreach, reduce time spent on blind canvassing, and improve work efficiency and conversion success. The platform promotes a refined grid marketing model with the principles of geographic segmentation, role assignment, and responsibility delineation—supporting performance improvement and structured task management.

Objectives of Grid Management

The main goal of establishing grid-based marketing is to facilitate region-based management, ensuring full and seamless coverage of financial services. It allows for more efficient, granular collection and sharing of customer data, while enabling marketers to accurately record and track client needs. The model clearly defines responsibilities for grid personnel, supports assignment-based task tracking, and improves the coverage and penetration of financial products and services.

Application Scenarios

By analyzing risk signals such as abnormal transaction activity, service anomalies, public sentiment, and legal information, the platform can assess potential risks associated with grid-based clients. It also displays performance metrics for relationship managers and ranks their achievements across the bank, thereby driving performance improvement.

Case StudiesView More
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中电金信鲸Bot RPA是一款面向金融行业客户的机器人流程自动化的开发平台。

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