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MSMK7001 Final Project

Marketing Campaign for Zhangle


Invest For A Better Future Global
Group 3 Members
Geng Zhikai Xiao Yuanbin
Jin Sheng Yang Banghui
Wang Yanson g Zhang Xiaosu
Xian Haocheng Zhuang Yuqing
Consumer Analysis: Audience Selection for a More Precise Targeting
Further segmentation narrows down our TA to Mainland China university students
Demographic Features Pandemic and Policy Brand Equity
Age: 20-29; Mainland 58% indicates serious attention
HuaTai Securities enjoys a
Education level: College 22% indicates less attention renowned and authoritative
Disposable wealth: 5k+ 20% indicates indifference fame in Mainland China.
Shenzhen Bay Port 5% 4% 4% 1%
Students & New workers 1%
and Zhuhai Bridge 15% 5%
Port naturally gathers 10%
Rich and Young our target audience.

14% 20%
20% Zhangle Global relies on
HuaTai Group and inherit

華泰國際 · 三中一華 such brand equity that can be


leveraged.

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Consumer Analysis: What is our target audience like?
The characteristics of the further segmented TA we want to work on is very specific
Social Media Preference Not familiar with “money”
1 XiaoHongShu (Red) • Investment
• Financial management
2 WeChat (WeiXin) • Financial/Interest rates
3 Sina Weibo
Investment Awareness
Twitter and Facebook are not
their major social medias.

Homesick/Travelling
Social Network Analysis
• Easily influence by peers “0+3” Entry Quarantine

• Life for sharing Looser prevention & control policy:


Traveling abroad
• Multiple media user
Go back home for CNY
Another touch point to reach them
*
Data retrieved from 203 questionnaires distributed among target audience

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Competitor Analysis: To compare app-specific features with competitors
Financial App Usage Preferences* 1. Identify our most direct market competitors
36.36% 37.19%
30.58% 2. Identify the essential points for comparison
24.79%
Percentage Decision criteria for choosing platform
10.74% 47.11% Recommendation from friends/teachers
6.61%
3.31%
38.83% Brand effect of the app
Ant for- Futu Straight Zhangle Tiger East Others
tune Flush Global Money 36.88% Investment community building
33.88% Easy to open account
38.84% 47.11%
Percentage of Choosing

36.88%
33.88%
30.58% What consumers care about is surprisingly different!
28.10%
22.31%
23.97%
We need to march into consumer’s social network, create an
investment community, leveraging our original brand reputation,
6.61% and provide convenience for their first time entering to
investment.
0 1 2 3 4 5 6 7 8 9 10

*
Data retrieved from 203 questionnaires distributed among target audience MISSION STATEMENT

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Competitor Analysis: Analysis on social awareness
Ant Fortune 螞 蟻 財 富 Zhangle Global 漲 樂 全 球 通
• MAU: around 2500k (2021/11) • MAU:103k (2021)
• Number of Weibo followers: 2448k • Both the in-app community and social media
• Content of Weibo: Financial Information + community are under-stimulated
Financial life related Video

同 花 順 Straight Flush
23270k
( 2021Q2 report
• MAU:) 23270k ( 2021Q2 report )

Scroll
1 2 3 4
• Number of Weibo followers:1162k
• Content of Weibo: Financial Information +
Financial life related Video

East Money 東 方 財 富
• MAU: 17810k ( 2021Q2 report )
• Number of Weibo followers:2861k
• Content of Weibo: Financial Information +
Zhangle Global is in desperate need of increasing the
Financial life related Video
awareness in social platforms to catchup!

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Competitor Analysis: SWOT Analysis
All-round SWOT analysis also spot out our problems from consumer’s perspective
Strength Weakness Original
• Centered on true value • No distinguishable APP features Company’s Perspective



Safe and reliable
Good understanding of market
Endorsement from Huatai Securities



Relatively low popularity
Low community activity
Low social media engagement Ga p
Additional
Opportunities Threats
Consumer’s Perspective
• Consumers use various APPs • Uncertain economic environment
• Potential customers: students from • Strong alternative products from the Our project
Mainland China (30,000 in 2022 Fall) competitors in the financial market
• Young people’s incentive to invest • Competitor’s strong brand recognition comes to close
the gap
 Take advantage of our strengths to attract potential young consumers
 Cultivate active community to increase user engagement over competitors

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Schedule: The timing of marketing campaign
Scheduling for 9 months emphasizes on 3 different (Attention/Interest & Desire/action) periods
Get Attention Hold Interest & Arouse Desire Obtain Action

September December January February March April May June July

Lecture Series (Daily School Life) Lecture Series (Travelling & Home) Lecture Series (Investment)

Online VLOG Contest

Video Shooting

OOH Ads

Community Reinforcement

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Campaign 1: Lecture Series
To organize various lectures which TAs are interested in to get their attention
Get Attention Hold Interest & Arouse Desire Obtain Action

September December January February March April May June July

Lecture Series (Daily School Life) Lecture Series (Travelling & Home) Lecture Series (Investment)

Online VLOG Contest

Video Shooting

OOH Ads

Community Reinforcement

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Campaign 1: Fruitful lecture series hook audience
Hold informative lectures to reach out for and gain trust of our target customers
LECTURE ONE LECTURE TWO LECTURE THREE LECTURE FOUR
New to Hong Kong, need Go HOME or go OUT, this Huatai International career Invest for economic
help? is a question… week independence

Autumn Recruit

秋 招
#When to queue at BOC? • Latest quarantine policy Start from exchange rate
Offer helps to the students
#What to bring for HKID? • Documents needed currently looking for a job To school tuition
#How to apply for Octopus? • How to get VISA in HK To economic independence
#Which is HKU/CUHK’s most • What insurance to buy To our product
popular restaurant? • What to care about For reciprocity and trust 漲樂全球通
1.To get in touch 2.To get closer 3.To gain trust 4.To persuade

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Campaign 2: Integrated Media Communication
To utilize IMC to drive traffics to our target social media
Get Attention Hold Interest & Arouse Desire Obtain Action

September December January February March April May June July

Lecture Series (Daily School Life) Lecture Series (Travelling & Home) Lecture Series (Investment)

Online VLOG Contest

Video Shooting

OOH Ads

Community Reinforcement

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Campaign - Photography Contest
Achieve spontaneous communication of brand by aggregating target audience through common interest.

Theme: #My Chinese New Year in Hong Kong


3 Tracks to Compete
Single Photo Narrative Photos/Plog Video/Vlog
(1 photo) (3-7 photos) (30s-5min)

Public Voting Round 1: selecting nominees (10 from each track)

Public Voting Round 2: deciding places


OOH Display
Gold Medal (No.1) + Zhangle CNY
Silver Medal (No.2-5) A prize pool of
Contest Bronze Medal (No.6-10)
Gift Box sent to

Reward
family in mainland
$50,000 in total
 (in 樂盈寶  account)
Participation Award (for everyone
submitted their photo/video)

Product Analysis Consumer Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Campaign - Photography Contest Promotion
Increase Social Media Exposure and Activation
Online Social Media Out-of-home Advertisement

Posters Beside
Escalator

MTR Ads

Display outstanding
videos
Times Square Screen

Main Tag
Collect excellent photos and
display at the pop-up show in
# 我在香港過新年 University
#MyChineseNewYearinHK Pop-up Photography Show

Product Analysis Consumer Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Campaign – Contest Video Advertisement
With themes of "Home Sick" and "Money Makes Money", shooting two video advertisement for exposure and community cultivation

#HomeSick  #Money Makes Money


Launch at the first stage of the contest Target and Interview 3 Participants, Launch at
the end of the contest

Facetime with
Red Pocket Money:
Families: Share photos
Consider put pocket
of the Chinese New
money into a finance
Year's Eve dinner
product such as 樂盈寶
made by yourself to
Scenario 1 families Scenario 1

Interest Rates: Surfing the internet


Chinese New Year's and seeing the interest rate is high,
Outdoor activities: Video put all the tuition fee or living
recording of Chinese New expenses into a finance product
Year in Hong Kong with such as  樂盈寶
close friends

Scenario 2

Product Analysis Consumer Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Campaign 3: Community Reinforcement
To set up real community to strengthen TAs’ loyalty.
Get Attention Hold Interest & Arouse Desire Obtain Action

September December January February March April May June July

Lecture Series (Daily School Life) Lecture Series (Travelling & Home) Lecture Series (Investment)

Online VLOG Contest

Video Shooting

OOH Ads

Community Reinforcement

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Campaign 3: Create a network of friends of Zhangle Global
Transform ”Exclusive Membership System” to “Zhangle Member Friends Club”
Target Users
Augmentation
• Mainland university students
• Stay in Hong Kong for work
Individual Collective
• Key Words: Foreign Land; Newcomer to
47.11% puts strong emphasis on friends’ and teacher’s
Society; Financial Independence
recommendation

Marketing Efforts HK university


admission rate
To turn the “Community" established in the previous two
strikes new
stages into a real “Social Network”
low!!!
How we do it?
We create collective memories through group activities that
allow participants to build identity and a sense of collective
belonging.

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Marketing Campaign 3: Create a network of friends of Zhangle Global
Spontaneously create the interconnection
The between
Interconnection between lifeand
“Life" and“Money"
money for our TAs
Life Investment
To Make Friends in Life To Find Friends in Learning
 Out of Loneliness, Integrate into Hong Kong’s environment  learn to make money together

• Make friends in new environment • Face to financial independence


• Continue to expand and share life • Continue learn financial knowledge
• Cultivate investment habits • Give dedication to investment

Entertainment Activities Learning Activities

• Themed Festivals: Christmas, CNY • Seminars: Round table sharing from all
• Daily: Dinner, Gathering, Hiking • Lectures: 1+N, specialists as speakers

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Performance evaluation of marketing campaign
Use 3C dimensions to measure the performance of our campaign.
Connection Conversion Conviction

Lecture Series & Media Campaign Product App Community

1 Total reached audiences: 20000+ 1 Increase of Downloads: 5000+ 1 Virtual Community:


• Increase of MAU: 30%
2 Increase of fans from 3 major medias
2 Newly-opened accounts : 3000+
• WeChat: Absorb 3000 people in group chat
• XiaoHongShu: 100- ——> 10000+ followers
• Weibo: 31000+ ——> 50000+ valid followers App Community
2 Real Community:
• Number of network of friends:
3 Increase of valid interactions 500 (first year)

• Forward > 100+


• Likes > 5000+
• Comments > 100+
Network of Friends

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Risk & Prevention
Detect the potential risks and prepare in advance.
Risk Prevention

• Resistance of students to Peer Influence • Invite their professors/peers to


promotion of financial products give recommendations

• Lack of participation in marketing • Prepare gifts/bonus to attract


activities Bonus Incentive more students

• High threshold for opening a new • Avoid directly emphasizing on


account Pros & Cons Balance registration conditions and
highlight competitive pros

Consumer Analysis Competitor Analysis Marketing Campaign Evaluation Risk & Prevention
Quick Summary: What We say in this project?
TAs: Students or new workers from Mainland China
Consumer • Focus on Pandemic • Socialite
Analysis • Rich & Young
• High recognition for • Low investment awareness
• High-level Education
Hua Tai Securities • Homesick & travel enthusiast

Competitors: Ant Fortune, Futu, Straight Flush, East Fortune


Competitor
Analysis Zhangle Global needs to increase the awareness in social platforms to catchup

Mission: focus on social network, create an investment community, leveraging our original brand
reputation, and provide convenience for our TAs

Campaign Lecture Series IMC Programme


Community Reinforcement
• Daily school life • Online Vlog Campaign
• Virtual community
• Travelling & home • Video shooting
• Real community
• Investment • OOH ads

Evaluation Connection Conversion Conviction


Appendix 1: Questionnaire Content
Appendix 1: Questionnaire Content
Appendix 1: Questionnaire Content
Appendix 2: Online VLOG Contest Timeline (1/1-3/27)
General timeline Specific timeline for execution
Invest For A Better Future
Thank you for your
listening

Now it is Q&A time

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