基于SOA的银行对公业务营销CRM系统的研究和设计
发布时间：2018-11-03 18:11
【摘要】：进入21世纪以来,随着信息技术和网络技术的迅猛发展,传统的企业信息管理系统形势发生了巨大的变化。现阶段,影响银行生存和发展的关键问题是如何在全球贸易体系中赢得一席之地,提高市场影响力,获取相对稳定的客户资源。客户关系管理将客户视为企业最重要的资源,是一种全新的管理理念,它通过不断完善客户体验,满足客户的需求,深入客户理解,提供优质的客户服务,从而改善银行和客户的关系,提高银行竞争力。农行对公业务营销CRM系统以客户关系管理理念为指导,通过信息技术,进行有针对性的精确营销,从而为客户提供个性化的体验,为银行改善经营效率、提高管理效果,提供技术支持。论文以农行浙江省分行对公业务营销客户关系管理领域为研究范围,研究和设计并实现了一套农行对公业务营销客户关系管理系统,满足信息化条件下农行浙江省分行动态变化的客户关系管理需求。论文通过捕获农行对公业务营销领域中多个用户的需求,形成了系统的功能性需求和非功能性需求,在此基础上进行客户管理、营销管理和服务支持等模块的业务建模。同时,采用传统的B/S三层架构,以SOA体系结构模型为基础,设计了系统的构架模型,并给出了绩效评估算法、系统网络方案、系统数据库的设计细节。最后,通过Web Services和Ajax等技术,给出了功能的具体实现过程和系统的运行效果,以及系统的测试结果。
[Abstract]:Since the 21st century, with the rapid development of information technology and network technology, the situation of traditional enterprise information management system has changed greatly. At present, the key problem that affects the survival and development of banks is how to win a place in the global trading system, improve market influence and obtain relatively stable customer resources. Customer relationship management regards the customer as the most important resource of the enterprise. It is a brand new management concept. It can continuously improve the customer experience, meet the needs of the customer, deepen the understanding of the customer, and provide high quality customer service. In order to improve the relationship between banks and customers, improve the competitiveness of banks. Based on the concept of customer relationship management, Agricultural Bank of China (ABC) makes accurate marketing by means of information technology, which can provide individualized experience for customers, improve management efficiency and management effect for banks. Provide technical support. In this paper, a customer relationship management system is designed and implemented in the field of customer relationship management in the marketing of public business in the Zhejiang Branch of Agricultural Bank of China. To meet the needs of dynamic change of customer relationship management of Agricultural Bank of China Zhejiang Branch under the condition of informatization. By capturing the needs of many users in the field of public business marketing, the paper forms the functional requirements and non-functional requirements of the system. On the basis of this, the business modeling of the modules such as customer management, marketing management and service support is carried out. At the same time, based on the SOA architecture model and the traditional B / S three-tier architecture, the system architecture model is designed, and the performance evaluation algorithm, the system network scheme and the design details of the system database are given. Finally, through the Web Services and Ajax technology, the realization process of the function, the running effect of the system and the test results of the system are given.
【学位授予单位】：电子科技大学
【学位级别】：硕士
【学位授予年份】：2014
【分类号】：TP311.52
，
本文编号：2308559
[Abstract]:Since the 21st century, with the rapid development of information technology and network technology, the situation of traditional enterprise information management system has changed greatly. At present, the key problem that affects the survival and development of banks is how to win a place in the global trading system, improve market influence and obtain relatively stable customer resources. Customer relationship management regards the customer as the most important resource of the enterprise. It is a brand new management concept. It can continuously improve the customer experience, meet the needs of the customer, deepen the understanding of the customer, and provide high quality customer service. In order to improve the relationship between banks and customers, improve the competitiveness of banks. Based on the concept of customer relationship management, Agricultural Bank of China (ABC) makes accurate marketing by means of information technology, which can provide individualized experience for customers, improve management efficiency and management effect for banks. Provide technical support. In this paper, a customer relationship management system is designed and implemented in the field of customer relationship management in the marketing of public business in the Zhejiang Branch of Agricultural Bank of China. To meet the needs of dynamic change of customer relationship management of Agricultural Bank of China Zhejiang Branch under the condition of informatization. By capturing the needs of many users in the field of public business marketing, the paper forms the functional requirements and non-functional requirements of the system. On the basis of this, the business modeling of the modules such as customer management, marketing management and service support is carried out. At the same time, based on the SOA architecture model and the traditional B / S three-tier architecture, the system architecture model is designed, and the performance evaluation algorithm, the system network scheme and the design details of the system database are given. Finally, through the Web Services and Ajax technology, the realization process of the function, the running effect of the system and the test results of the system are given.
【学位授予单位】：电子科技大学
【学位级别】：硕士
【学位授予年份】：2014
【分类号】：TP311.52
，
本文编号：2308559
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