银行客户管理系统的研究与实现

发布时间：2018-03-19 04:13

本文选题：客户关系管理　切入点：营销管理　出处：《辽宁科技大学》2016年硕士论文　论文类型：学位论文

【摘要】：银行日常经营运行中,什么最重要,不是服务,不是产品而是客户资源。因此如何维护好客户资源,有效利用客户资源成为一项亟待解决的新课题。客户在银行开户过程中产生很多数据,例如:姓名,联系方式,住址,生日等重要信息。或者客户在消费过程中产生的交易记录也可以使银行更多的了解客户的消费习惯,从而为客户量身定制产品。本文从银行客户关系管理系统的总体设计着手,结合我国银行目前拥有和使用的客户关系管理系统进行分析,设计并实现符合现代银行客户关系管理需求并适应未来发展的银行客户管理系统系统。本文首先简单介绍了银行客户关系及其管理的背景和现实意义,对国内外在银行客户关系领域的管理研究现状做了一个简单的介绍;叙述了设计和实现客户关系管理系统所需要的相关理论和技术;给出了银行客户关系管理系统的需求分析的主要内容,其中包括用户需求分析和系统功能需求分析;给出了银行客户关系管理系统的设计方案和实现细节,其中主要介绍了系统框架结构的设计、系统功能结构、以及系统数据库的设计;设计方案包括了营销管理、客户管理以及服务管理等模块的设计;最后给出了系统的测试过程的描述,主要测试了系统的基本功能和主要性能这两个方面。
[Abstract]:In the daily operation of banks, what is most important is not service, not products, but customer resources. The effective use of customer resources has become a new issue to be solved urgently. Customers generate a lot of data in the process of opening bank accounts, such as name, contact information, address, Birthday and other important information. Or the transaction records generated by customers in the process of consumption can also enable banks to learn more about customer consumption habits, thus customizing products for customers. This article starts with the overall design of the bank customer relationship management system. Combined with the customer relationship management system owned and used by Chinese banks at present, This paper designs and implements a bank customer management system which meets the needs of modern bank customer relationship management and adapts to the future development. Firstly, this paper briefly introduces the background and practical significance of bank customer relationship management. This paper gives a brief introduction to the current situation of the management research in the field of bank customer relationship at home and abroad, and describes the relevant theories and techniques needed to design and implement the customer relationship management system. The main contents of the requirement analysis of the bank customer relationship management system are given, including the user requirement analysis and the system function requirement analysis, the design scheme and the implementation details of the bank customer relationship management system. It mainly introduces the design of the system frame structure, the system function structure and the design of the system database, including the design of the marketing management, the customer management and the service management, etc. Finally, the test process of the system is described. The basic function and main performance of the system are mainly tested.
【学位授予单位】：辽宁科技大学
【学位级别】：硕士
【学位授予年份】：2016
【分类号】：TP311.52

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