国信证券营销服务系统研究与分析

发布时间：2018-04-03 13:18

本文选题：国信证券　切入点：证券营销服务　出处：《云南大学》2015年硕士论文

【摘要】：随着我国经济的发展,国家制定各种政策刺激和鼓励证券监督和管理部门对我国证券进行现代化监管工作,证券公司为了提供自身的竞争力,需要将公司的产品快速推向市场获取利益,同时证券公司需要向客户提供满足其需求的营销服务,更好的服务证券客户。国信证券公司为了适应市场现状以及我国证券的发展趋势,公司高层希望改变现有的证券管理业务中的不足,优化公司管理,提高公司的竞争力。本文在上述背景上提出了国信证券营销服务系统的研究与分析。论文基于国信证券营销服务的实际情况,介绍了营销服务系统的研究背景、项目意义和目前的研究与应用现状,明确了论文研究的内容和主要工作；在业务分析中,论文对国信证券营销服务系统存在的问题、组织机构、原有业务流程等进行了分析,本文原有业务流程包括产品管理、客户管理、客户信息管理、营销记录管理、营销分析管理业务流程,论文在原有的业务流程基础上对业务流程进行了再造,给出了改造后的业务流程；在功能分析中,论文通过用例分析和用例描述,明确了国信证券营销服务系统的功能,给出了系统的总体功能包图和子功能包图,包括产品信息管理、客户管理、客户信息管理、营销记录管理、营销分析管理以及系统管理等子包图：在数据分析中,论文对国信证券营销服务系统各功能的所需要处理的数据进行了分析,通过缩略图的形式对系统的核心功能的数据需求进行了分析,并且给出系统数据库的实体类关系图,建立了数据库表结构。论文最后对本文主要工作以及不足之处进行了总结,并对本文的下一步工作进行了展望。
[Abstract]:With the development of China's economy, the state has formulated various policies to stimulate and encourage securities supervision and management departments to carry out modern supervision work on securities in China. In order to provide their own competitiveness,At the same time, the securities companies need to provide customers with the marketing services to meet their needs, and better serve the securities customers.In order to adapt to the market situation and the development trend of securities in our country, Guoxin Securities Company hopes to change the shortcomings of the existing securities management business, optimize the management of the company, and improve the competitiveness of the company.This paper puts forward the research and analysis of Guoxin Securities Marketing Service system on the above background.Based on the actual situation of Guoxin securities marketing service, this paper introduces the research background, project significance and current research and application status of the marketing service system, and clarifies the content and main work of the paper.The paper analyzes the problems of Guoxin securities marketing service system, organization, original business process, including product management, customer management, customer information management, marketing record management, etc.Marketing analysis and management of business processes, the paper on the basis of the original business processes to reengineer the business process, given the revamped business process, in the functional analysis, the paper through use case analysis and use case description,The function of Guoxin securities marketing service system is clarified, and the overall function package diagram and sub-function package diagram of the system are given, including product information management, customer management, customer information management, marketing record management, etc.In the data analysis, the paper analyzes the data needed to deal with the various functions of Guoxin Securities Marketing Service system.The data requirement of the core function of the system is analyzed by thumbnail, and the entity class relation diagram of the system database is given, and the database table structure is established.At the end of the paper, the main work and shortcomings of this paper are summarized, and the future work of this paper is prospected.
【学位授予单位】：云南大学
【学位级别】：硕士
【学位授予年份】：2015
【分类号】：TP311.52

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