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基于J2EE的商業(yè)銀行電話營銷整合作業(yè)平臺的設計與實現(xiàn)

發(fā)布時間:2018-05-09 11:47

  本文選題:電話營銷整合作業(yè)平臺 + Struts框架; 參考:《吉林大學》2015年碩士論文


【摘要】:近年來,隨著通訊網(wǎng)絡科技的飛速發(fā)展,以及信用卡市場的日益壯大,電話營銷日益成了銀行在營銷過程中的重要手段。在歐洲以及港臺等信用卡發(fā)達的國家和地區(qū),電話營銷已經(jīng)成為信用卡發(fā)行的重要手段,采用先進的軟件技術來提高企業(yè)的管理水平是目前企業(yè)取得競爭優(yōu)勢的關鍵。商業(yè)銀行的信用卡電話營銷雖剛起步發(fā)展,但已突顯出良好的發(fā)展趨勢,成為盡快推廣和搶占國內(nèi)信用卡市場的有效渠道。 目前國內(nèi)大多數(shù)銀行擁有自己的電話營銷系統(tǒng),但這些系統(tǒng)主要為電話呼出系統(tǒng),該系統(tǒng)只能實現(xiàn)簡單的呼出任務分配、呼出電話實施及呼出結果的簡單記錄等,難以實現(xiàn)對客戶信息及需求的實時記錄。而且銀行的產(chǎn)品信息分散在多種專業(yè)系統(tǒng)里,系統(tǒng)之間缺乏有效的整合,導致電話營銷在匹配客戶需求方面受到制約,電話營銷難以高效地開展。因此,研發(fā)一個專門的商業(yè)銀行電話營銷整合平臺有著重要的實際意義和應用價值。 本文首先介紹了電話營銷的發(fā)展及國內(nèi)外研究現(xiàn)狀,闡述了C/S和B/S結構模式及SSH架構模式等。針對目前商業(yè)銀行的電話營銷系統(tǒng)普遍存在著呼出過程中無法在線辦理、后續(xù)營銷情況難以及時跟蹤等問題,給出了系統(tǒng)的具體功能需求,并描述了系統(tǒng)的主要業(yè)務功能;設計了數(shù)據(jù)管理模塊、項目管理模塊、親訪親簽模塊、電子表單模塊及質(zhì)檢模塊等模塊;窘鉀Q了以上的問題,節(jié)省了銀行的電話營銷的成本,提升了電話營銷的效率。為了進一步保障系統(tǒng)的質(zhì)量,本文介紹了對數(shù)據(jù)管理模塊、項目管理模塊和親訪親簽模塊的功能測試,并對其部分功能編寫了測試用例。同時也對系統(tǒng)的性能進行了測試,確保了系統(tǒng)能夠安全穩(wěn)定的進行。通過了對基于J2EE的商業(yè)銀行電話營銷整合作業(yè)平臺的系統(tǒng)測試,完成了在平臺系統(tǒng)投入使用前的最后正常運行的驗證,保障了商業(yè)銀行電話營銷整合作業(yè)平臺的穩(wěn)定性和安全性。 該商業(yè)銀行電話營銷整合作業(yè)平臺是以J2EE技術為基礎,采用Java語言和JSP開發(fā),并采用EJB技術在Struts框架上構建起來的軟件平臺。銀行電話營銷中心可在該平臺上對銀行信用卡的營銷活動、營銷渠道和營銷成本進行管理;贘2EE架構的商業(yè)銀行電話營銷整合作業(yè)平臺,集成“云計算”話務語音平臺,以銀行業(yè)營銷人員為使用對象,以市場營銷為手段,以提高企業(yè)經(jīng)濟效益為目標,流程設計合理,,簡便易用,將在實際的信用卡電話營銷管理工作中發(fā)揮重要作用。該電話營銷整合作業(yè)平臺后續(xù)可以將商業(yè)銀行的客戶維護系統(tǒng)和銀行保險產(chǎn)品銷售等功能整合在一起,使之真正形成一套完整的電話營銷整合作業(yè)平臺,能支持更多元化的產(chǎn)品銷售,成為銀行的利潤中心。
[Abstract]:In recent years, with the rapid development of communication network technology and the growing of credit card market, telephone marketing has become an important means for banks in the marketing process. In Europe, Hong Kong and Taiwan, and other developed countries and regions, telephone marketing has become an important means of credit card issuance, the use of advanced software technology to improve the management level of enterprises is the key to obtain a competitive advantage. Although the credit card and telephone marketing of commercial banks has just started to develop, it has already highlighted the good development trend, and has become an effective channel to promote and seize the domestic credit card market as soon as possible. At present, most domestic banks have their own telephone marketing systems, but these systems are mainly telephone outgoing systems. This system can only achieve simple outgoing task assignment, outgoing telephone implementation and simple record of outgoing results, etc. It is difficult to record customer information and requirements in real time. Moreover, the product information of the bank is scattered in many kinds of professional systems, which lacks the effective integration between the systems, which leads to the restriction of the telephone marketing in matching the customer's demand, and it is difficult to carry out the telephone marketing efficiently. Therefore, the research and development of a commercial bank telephone marketing integration platform has important practical significance and application value. This paper first introduces the development of telephone marketing and the current research situation at home and abroad, expounds the C / S and B / S structure mode and SSH architecture model. In view of the problems that the telephone marketing system of commercial banks generally can not be handled online in the process of calling out, and the follow-up marketing situation is difficult to track in time, the specific functional requirements of the system are given, and the main business functions of the system are described. Data management module, project management module, visiting and signing module, electronic form module and quality inspection module are designed. The above problems are basically solved, the cost of telephone marketing of banks is saved and the efficiency of telephone marketing is improved. In order to further guarantee the quality of the system, this paper introduces the function testing of the data management module, the project management module and the visiting and signing module, and compiles the test cases for some of its functions. At the same time, the performance of the system is tested to ensure that the system can be carried out safely and stably. Through the system test of the integrated operation platform of the commercial bank telephone marketing based on J2EE, the verification of the final normal operation before the platform system is put into use has been completed. It ensures the stability and security of the integrated operation platform of telephone marketing in commercial banks. The integrated operation platform of telephone marketing of commercial bank is a software platform based on J2EE technology, developed by Java language and JSP, and built on Struts framework by EJB technology. The bank telephone marketing center can manage the marketing activities, marketing channels and marketing costs of bank credit card on this platform. Based on J2EE framework, commercial bank telephone marketing integration operation platform, integrated "cloud computing" voice platform, taking banking marketers as the use object, marketing as the means, to improve the economic benefits of enterprises as the goal, Process design is reasonable, easy to use and will play an important role in the actual credit card telephone marketing management. The telephone marketing integrated operation platform can integrate the customer maintenance system of commercial bank and the function of bancassurance product sales together, so that it can really form a complete telephone marketing integration operation platform. Can support more diversified product sales, become the profit center of the bank.
【學位授予單位】:吉林大學
【學位級別】:碩士
【學位授予年份】:2015
【分類號】:TP311.52

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