文档介绍：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: AA
完成日期： 2０15—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）
(一）、针对不同投资者···········································(１7）
（二)、针对企业自身···········