银行VIP客户管理系统的设计与实现

发布时间：2018-03-01 02:14

本文关键词： 客户管理服务管理管理信息系统 WEB系统　出处：《电子科技大学》2012年硕士论文　论文类型：学位论文

【摘要】：随着个人金融业务的不断发展，国内各商业银行在个人金融业务竞争上，变更愈加激烈。如何在银行现有的庞大客户群体中，发现具有潜在价值的VIP客户，并更好地为这些客户提供服务，是各商业银行面临的重要问题。本文旨在结合计算机软件技术，设计并开发一个VIP客户管理系统，满足个人金融业务发展的需要。本文首先简要介绍了银行个人业务的发展情况，说明系统开发的背景；然后从客户管理、服务管理、用户管理等方面详细说明了系统的需求；在此基础上，结合银行现有系统环境，描述了系统的总体设计和数据库设计；接着，介绍了系统的实现，对WEB程序开发方法、存储过程的设计、相关接口的调用等作了重点介绍；最后，演示了系统的部分功能。论文工作取得的成果有：采用ASP.NET技术，在Visual Studio平台上，设计并开发了一个VIP客户管理子系统，将对客户的管理由原来的零散状态，转变成系统化、科学化；设计并开发了一个客户服务子系统，通过该功能，可以实现对客户服务的受理、反馈，增强了银行客户服务的人性化；开发了一个理财热线功能模块，通过电话、短信，，可以完成与客户的实时沟通，并对服务的过程进行跟踪记录，为客户营销提供了必备的数据支撑。本文介绍的客户管理系统，不仅能够对VIP客户进行有效管理，而且能够对银行为VIP客户提供的服务进行有效管理。目前，该银行VIP客户服务系统已经在某银行市级分行投入运行，能够较好满足银行在发展个人业务方面的需求。系统建立在已有CRM基础上，并对其进行扩展和延伸，有效地弥补了已有CRM的不足，这种设计和实现方法可供同类系统参考。
[Abstract]:With the continuous development of personal financial business, the domestic commercial banks in the individual financial business competition, change increasingly fierce. How to find potential value of VIP customers in the bank's existing huge customer group, The purpose of this paper is to design and develop a VIP customer management system based on computer software technology to meet the needs of personal financial business development. This paper first introduces the development of bank personal business, explains the background of system development, and then explains the requirements of the system from the aspects of customer management, service management, user management and so on. Combined with the existing system environment of the bank, the overall design and database design of the system are described. Then, the realization of the system is introduced, and the method of developing WEB program, the design of stored procedure and the call of related interface are introduced emphatically. Some functions of the system are demonstrated. The achievements of the thesis are as follows: using ASP.NET technology, a VIP customer management subsystem is designed and developed on the Visual Studio platform, which transforms the customer management from the original scattered state into the systematization. Scientific, designed and developed a customer service subsystem, through this function, can realize the acceptance of customer service, feedback, enhance the humanization of bank customer service, develop a financial hotline function module, through the telephone, SMS can communicate with customers in real time and track the process of service. It provides necessary data support for customer marketing. The customer management system introduced in this paper not only can effectively manage VIP customers, but also can effectively manage the services provided by banks to VIP customers. The VIP customer service system of the bank has been put into operation in a city branch of a bank, which can better meet the needs of the bank in the development of personal business. The system is based on the existing CRM, and it is expanded and extended. This method can be used as a reference for similar systems.
【学位授予单位】：电子科技大学
【学位级别】：硕士
【学位授予年份】：2012
【分类号】：TP311.52;F832.2

【参考文献】