某证券公司客户关系管理信息系统的设计与实现
发布时间：2018-07-23 09:32
【摘要】：随着中国特色社会主义经济的日益发展,证券市场行业也由原先单纯的业务往来转变为了以客户关系为重要内容的综合服务,在这个过程中证券公司的角色也转变为客户经理。在竞争日益激烈的证券市场行业中,各大证券公司竞争的重点已不再是单纯的证券产品的竞争,更多的是在提供相应的证券产品过程中所体现的服务质量和服务水平的比拼,即证券市场行业的竞争已经转变为了以客户服务能力为核心的综合业务能力的竞争。因此,加强客户关系管理,提高客户满意度和客户忠诚度,对于证券公司赢得市场竞争和长期稳定发展具有重要的现实意义。本文通过对某证券公司客户关系管理信息系统的客户管理模块和系统管理模块等模块的设计与实现来完成整个客户关系管理信息系统的开发,实现了客户管理、客户分析等功能,从而有效地实现了某证券公司客户关系地有效管理。本文的主要工作包括:(1)通过介绍证券公司客户关系管理系统的相关概念,对开发客户关系管理系统的背景和国内外研究动态进行阐述,来深入了解并分析证券公司在客户关系管理上的现状和存在问题等。此外,本文还对某证券公司客户关系管理系统的设计与实现进行了可行性分析。(2)介绍了某证券公司客户关系管理系统的相关概念和相关技术,明确了某客户关系管理信息系统的设计理念和方法等。同时,完成了某证券公司客户关系管理信息系统的系统需求分析工作。(3)在某证券公司客户关系管理信息系统的基础上,对某证券公司客户关系管理信息系统的系统总体架构设计、功能模块设计等内容进行系统设计。此外,在交代了系统的开发环境和运行环境后,本文对某某证券公司客户关系管理信息系统的各个功能模块的实现进行了介绍,主要实现了客户管理、客户分析等功能,从而有效地实现了某证券公司客户关系地有效管理。
[Abstract]:With the development of socialist economy with Chinese characteristics, the securities market has changed from simple business to comprehensive service with the important content of customer relationship. In this process, the role of securities companies has also changed to account manager. In the increasingly competitive securities market industry, the focus of the competition among major securities companies is no longer the competition of pure securities products, but also the competition of service quality and service level embodied in the process of providing the corresponding securities products. That is, the competition in the securities market has turned into the competition of the comprehensive business ability with customer service ability as the core. Therefore, to strengthen customer relationship management, improve customer satisfaction and customer loyalty, for securities companies to win market competition and long-term stable development has an important practical significance. Through the design and implementation of the customer management module and the system management module of the customer relationship management information system of a securities company, the whole customer relationship management information system is developed, and the customer management is realized. Customer analysis and other functions, thus effectively realizing the effective management of a securities company customer relationship. The main work of this paper is as follows: (1) by introducing the related concepts of customer relationship management system in securities companies, the background of developing customer relationship management system and the domestic and foreign research trends are expounded. To deeply understand and analyze the current situation and existing problems in customer relationship management of securities companies. In addition, this paper also analyzes the feasibility of the design and implementation of a securities company customer relationship management system. (2) this paper introduces the related concepts and technologies of a securities company customer relationship management system. The design idea and method of a customer relationship management information system are clarified. At the same time, the system requirement analysis of a securities company customer relationship management information system is completed. (3) on the basis of a securities company customer relationship management information system, The system architecture and function module of customer relationship management information system of a securities company are designed. In addition, after explaining the development environment and running environment of the system, this paper introduces the realization of each functional module of the customer relationship management information system of a securities company, which mainly realizes the functions of customer management, customer analysis, etc. Thus the effective management of the customer relationship of a securities company is realized effectively.
【学位授予单位】：江西财经大学
【学位级别】：硕士
【学位授予年份】：2016
【分类号】：TP311.52
[Abstract]:With the development of socialist economy with Chinese characteristics, the securities market has changed from simple business to comprehensive service with the important content of customer relationship. In this process, the role of securities companies has also changed to account manager. In the increasingly competitive securities market industry, the focus of the competition among major securities companies is no longer the competition of pure securities products, but also the competition of service quality and service level embodied in the process of providing the corresponding securities products. That is, the competition in the securities market has turned into the competition of the comprehensive business ability with customer service ability as the core. Therefore, to strengthen customer relationship management, improve customer satisfaction and customer loyalty, for securities companies to win market competition and long-term stable development has an important practical significance. Through the design and implementation of the customer management module and the system management module of the customer relationship management information system of a securities company, the whole customer relationship management information system is developed, and the customer management is realized. Customer analysis and other functions, thus effectively realizing the effective management of a securities company customer relationship. The main work of this paper is as follows: (1) by introducing the related concepts of customer relationship management system in securities companies, the background of developing customer relationship management system and the domestic and foreign research trends are expounded. To deeply understand and analyze the current situation and existing problems in customer relationship management of securities companies. In addition, this paper also analyzes the feasibility of the design and implementation of a securities company customer relationship management system. (2) this paper introduces the related concepts and technologies of a securities company customer relationship management system. The design idea and method of a customer relationship management information system are clarified. At the same time, the system requirement analysis of a securities company customer relationship management information system is completed. (3) on the basis of a securities company customer relationship management information system, The system architecture and function module of customer relationship management information system of a securities company are designed. In addition, after explaining the development environment and running environment of the system, this paper introduces the realization of each functional module of the customer relationship management information system of a securities company, which mainly realizes the functions of customer management, customer analysis, etc. Thus the effective management of the customer relationship of a securities company is realized effectively.
【学位授予单位】：江西财经大学
【学位级别】：硕士
【学位授予年份】：2016
【分类号】：TP311.52
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