With the gradual opening up of the financial services industry, competition among banks in China is becoming hotter, which includes business types, marketing channels, services and brand etc. Customers will obtain a comprehensive and systematic understanding of financial competition pattern in Beijing through this survey, which provides data supporting for the strategic management.
II.Investigation scope and object
Investigation scope
The four major state-owned commercial banks
Domestic joint-stock banks
Urban commercial banks
Investigation objects
Designated by clients or based on the recommendation of HMI
III.Contents
Basic information
Registered capital
Business scope
Corporate representative
Share structure
Organization structure
Human recourse
Work team
Training
Evaluation and incentive mechanism
Operation and management
Financial reports of 2005/2006
Sales income/credit extension
Deposit lend/indicator of profit
List of product line
Core manufacture
Marketing channels
Market behaving
Network
Business network
Performance of business personnel
Marketing
Market development and client positioning
Marketing Team
List of product line, Introduction of Special products
Brand construction, Exclusive brand
Marketing, Publication, Cooperation with government
Guiding method of customer contribution
Marketing channel
Sales performance
Technical support of operation
Credit system
Customer information management system
Business accept and examination system
Information management system of loan
Customer service system
Strategic planning
IV.Data sources and collecting methods
Database of HMI
Telephone survey
Depth interview of employees
Sales department
Financial department
HR department
Industry information
V.Project schedule
Following is a preliminary schedule; the final schedule may be adjusted according to project.
Project process
Participant
Schedule
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
Project establishment
Clients &HMI
Project discussion
HMI
Investigation
HMI
Interim results report
Clients &HMI
Latter part of the survey and data verification
HMI
Presentation
HMI
Feedback and summary
Clients &HMI
VI.Quotation
Following is a preliminary quotation; the final quotation may be adjusted according to project.
CONTENT
PRICE(RMB)
NUMBER
TOTAL(RMB)
Basic Information
3,000
1
3,000
HR
5,000
1
5,000
Management
8,000
1
8,000
Network
8,000
1
8,000
Marketing
8,000
1
8,000
Business operation
3,000
1
3,000
Strategic planning
8,000
1
8,000
Industry information
3,000
1
3,000
Report writing
5,000
1
5,000
Total
51,000
VII.Project management and team
VIII.Report format
Submit two electronic files (PPT, Excel) and a Word document.
PPT: visual and vivid
EXCEL: accurate and precise data
WORD: easy access and preservation
IX.Who need this survey
Banks in China
Foreign banks
Other Financial institutions
Financial research institutions
X.Recruitment members
The former five corporate customers will be the recruitment members. The costs are shared by five clients, and research reports are only for those. Otherwise, HMI is willing to accept legal responsibility.
If customer requests to use the report unilaterally, HMI can specialize the survey proposal. The cost of the survey are paid by the client alone, the result is not available to third parties.
