证券营业部客户关系管理系统设计与实现

发布时间：2018-08-02 21:09

【摘要】：随着我国改革开放的深入,证券业的改革也逐渐深化。越来越多的公司通过上海交易所和深圳交易所上市募集资金,我国的资本证券化也越来越深入。自2002年5月,国家发布了证券佣金调整的通知,佣金率由证券公司自由订立后,各个证券公司开始了佣金大战,同质化竞争严重。为了摆脱低佣金、低服务的同质化竞争,营业部提出了建立对客户的一对一、个性化服务的措施。证券营业部客户关系管理系统(CRM)就是为了建立客户的一对一、个性化服务的措施而提出的解决方案。该系统通过分析客户的需求、客户的交易习惯、资金周转率、客户的风险承受能力、家庭状况等一系列数据,提出一个针对客户的服务,使客户的资产保值、增值,实现客户和证券公司的双赢。本人主要负责系统的设计和数据库设计,根据证券行业的特点和营业部自身的需求设计了证券营业部客户关系管理系统。本文在需求分析阶段,从技术技术可行性、经济可行性、管理可行性对系统进行了充分的论证。在系统的分析设计和开发的过程中,秉承了简单性、针对性、实用性、一致性、高效性、先进性、安全性的原则,使用了先进的B/S三层系统架构,并且用到了一些先进的技术,主要有ASP.NET动态服务器页面技术、SQLSERVER数据库技术、IIS网络服务技术；在解决一对一的客户服务的问题上,为使用者提供了,包括周转率分析、客户盈亏分析等数据分析手段,为营业部员工服务客户提供了量化的数据标准。目前该软件经过测试运行良好,获得了营业部员工的好评,达到了设计要求并将在下阶段交付应用。
[Abstract]:With the deepening of China's reform and opening up, the reform of the securities industry is gradually deepening. More and more companies raise funds through Shanghai Stock Exchange and Shenzhen Stock Exchange, and China's capital securitization is becoming more and more deep. Since May 2002, the state issued the notice of securities commission adjustment, the commission rate was freely established by the securities companies, the various securities companies began a commission war, the homogeneous competition is serious. In order to get rid of the homogeneous competition of low commission and low service, the business department put forward the measures of establishing one-to-one, individualized service for customers. The customer relationship management system (CRM) of securities sales department is a solution to establish one-to-one and personalized service. Through analyzing a series of data, such as customer's demand, customer's trading habit, capital turnover rate, customer's risk bearing ability, family condition, the system puts forward a service for customer, which can keep and increase the value of customer's assets. To achieve a win-win situation between customers and securities companies. I am mainly responsible for the system design and database design, according to the characteristics of the securities industry and the needs of the business department to design the customer relationship management system. In the stage of demand analysis, the system is fully demonstrated from technical feasibility, economic feasibility and management feasibility. In the process of analysis, design and development of the system, the principles of simplicity, pertinence, practicability, consistency, efficiency, advancement and security have been adhered to, the advanced three-tier system architecture of B / S has been used, and some advanced technologies have been used. There are mainly ASP.NET dynamic server page technology and SQL server database technology. In solving the problem of one-to-one customer service, it provides users with data analysis means, including turnover analysis, customer profit and loss analysis, etc. Provides the quantitative data standard for the sales department staff to serve the customer. At present, the software has been tested and run well, has been praised by the sales staff, and has met the design requirements and will be delivered to the application in the next stage.
【学位授予单位】：大连理工大学
【学位级别】：硕士
【学位授予年份】：2013
【分类号】：TP311.52

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