文档介绍:金融产品营销策划案篇一:经典案例-金融产品营销策划书1 金融产品营销策划书方案名称:基金营销策划方案参赛队负责人:谢亚青完成日期:20XX-04-13 目录概要提示·························································(03) 一、策划目的·····················································(03) 二、营销环境分析·················································(03) (一)、宏观环境分析·············································(03) (二)、基金产品SWOT分析········································(04) 1、优势·····················································(04) 2、劣势·····················································(06) 3、威胁·····················································(07) 4、机会·····················································(07) (三)、竞争企业分析·············································(08) (四)、企业形象分析·············································(09) (五)、投资者分析················································(09) 三、市场面临的问题分析·················································(10) (一)市场风险···················································(10) (三)流动性风险················································(10) (四)管理风险··················································(10) (五)操作或技术风险············································(11) (七)其他风险··················································(11) (六)合规性风险·················································(11) 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) 、针对不同投资者···········································(17) (二)、针对企业自身·············································(18) 八、费用预算·····························································(19)结束语······························