【摘要】：隨著我國改革開放的深入,證券業(yè)的改革也逐漸深化。越來越多的公司通過上海交易所和深圳交易所上市募集資金,我國的資本證券化也越來越深入。自2002年5月,國家發(fā)布了證券傭金調(diào)整的通知,傭金率由證券公司自由訂立后,各個證券公司開始了傭金大戰(zhàn),同質(zhì)化競爭嚴(yán)重。為了擺脫低傭金、低服務(wù)的同質(zhì)化競爭,營業(yè)部提出了建立對客戶的一對一、個性化服務(wù)的措施。 證券營業(yè)部客戶關(guān)系管理系統(tǒng)(CRM)就是為了建立客戶的一對一、個性化服務(wù)的措施而提出的解決方案。該系統(tǒng)通過分析客戶的需求、客戶的交易習(xí)慣、資金周轉(zhuǎn)率、客戶的風(fēng)險承受能力、家庭狀況等一系列數(shù)據(jù),提出一個針對客戶的服務(wù),使客戶的資產(chǎn)保值、增值,實現(xiàn)客戶和證券公司的雙贏。 本人主要負(fù)責(zé)系統(tǒng)的設(shè)計和數(shù)據(jù)庫設(shè)計,根據(jù)證券行業(yè)的特點和營業(yè)部自身的需求設(shè)計了證券營業(yè)部客戶關(guān)系管理系統(tǒng)。本文在需求分析階段,從技術(shù)技術(shù)可行性、經(jīng)濟(jì)可行性、管理可行性對系統(tǒng)進(jìn)行了充分的論證。在系統(tǒng)的分析設(shè)計和開發(fā)的過程中,秉承了簡單性、針對性、實用性、一致性、高效性、先進(jìn)性、安全性的原則,使用了先進(jìn)的B/S三層系統(tǒng)架構(gòu),并且用到了一些先進(jìn)的技術(shù),主要有ASP.NET動態(tài)服務(wù)器頁面技術(shù)、SQLSERVER數(shù)據(jù)庫技術(shù)、IIS網(wǎng)絡(luò)服務(wù)技術(shù)；在解決一對一的客戶服務(wù)的問題上,為使用者提供了,包括周轉(zhuǎn)率分析、客戶盈虧分析等數(shù)據(jù)分析手段,為營業(yè)部員工服務(wù)客戶提供了量化的數(shù)據(jù)標(biāo)準(zhǔn)。目前該軟件經(jīng)過測試運行良好,獲得了營業(yè)部員工的好評,達(dá)到了設(shè)計要求并將在下階段交付應(yīng)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.
【學(xué)位授予單位】：大連理工大學(xué)
【學(xué)位級別】：碩士
【學(xué)位授予年份】：2013
【分類號】：TP311.52

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