【摘要】：隨著金融企業(yè)的不斷增多，金融產(chǎn)品的種類的也不斷增多。在這樣激烈的市場競爭下，所有的金融企業(yè)希望獲得更大的經(jīng)濟(jì)利益。為了達(dá)到這一個(gè)目的，一方面金融企業(yè)要提高自身產(chǎn)品的質(zhì)量，，另一方面，金融企業(yè)也需要提高自身服務(wù)的效率和水平。營銷數(shù)據(jù)對于金融企業(yè)來說是十分重要了，但是很多金融企業(yè)還在使用手工管理這種傳統(tǒng)的管理方式，這種管理方式不但麻煩而且容易出現(xiàn)錯(cuò)誤。本文設(shè)計(jì)了一個(gè)面向金融企業(yè)的營銷管理系統(tǒng)，通過該系統(tǒng)金融企業(yè)可以管理自身的營銷數(shù)據(jù)。系統(tǒng)不但可以提高管理的效率，而且可以改善企業(yè)的服務(wù)水平，提高客戶的滿意度，進(jìn)而使金融企業(yè)獲得更大的經(jīng)濟(jì)利益。本文的工作主要包括以下幾個(gè)方面： （1）本文分析了系統(tǒng)的研究背景，并對調(diào)研了實(shí)際金融企業(yè)的工作情況，分析了企業(yè)在營銷信息管理過程中存在的問題，并提出采用信息化手段來對營銷信息進(jìn)行管理，以便提高企業(yè)的服務(wù)質(zhì)量，加大企業(yè)的經(jīng)濟(jì)效益。本文學(xué)習(xí)了系統(tǒng)開發(fā)過程中所使用的技術(shù)，包括B/S結(jié)構(gòu)、ASP.NET技術(shù)、數(shù)據(jù)庫技術(shù)、UML和面向?qū)ο蟮能浖_發(fā)方法等。 （2）本文分析了系統(tǒng)的需求，包括功能性需求和非功能性需求，了解了系統(tǒng)需要解決的問題。文本分析系統(tǒng)實(shí)現(xiàn)的可行性，包括技術(shù)可行性、經(jīng)濟(jì)可行性和操作可行性。 （3）本文設(shè)計(jì)并實(shí)現(xiàn)了營銷管理系統(tǒng)。在系統(tǒng)設(shè)計(jì)階段，本文主要設(shè)計(jì)了系統(tǒng)的業(yè)務(wù)流程、系統(tǒng)架構(gòu)、系統(tǒng)功能模塊和系統(tǒng)的數(shù)據(jù)庫。系統(tǒng)采用的架構(gòu)是三層的B/S結(jié)構(gòu)。營銷管理系統(tǒng)的功能模塊包括系統(tǒng)管理模塊、產(chǎn)品管理模塊、客戶經(jīng)理模塊、客戶管理模塊和營銷管理模塊。在系統(tǒng)的實(shí)現(xiàn)階段，本文主要介紹了系統(tǒng)登錄的實(shí)現(xiàn)、產(chǎn)品信息管理的實(shí)現(xiàn)、客戶經(jīng)理信息管理的實(shí)現(xiàn)、客戶交易信息管理的實(shí)現(xiàn)和營銷管理的實(shí)現(xiàn)過程。系統(tǒng)的開發(fā)平臺是.NET Framework4.0，開發(fā)工具是Visual Studio2010，開發(fā)語言是C#，數(shù)據(jù)庫是SQL Server2005。 （4）本文測試系統(tǒng)的主要功能，包括系統(tǒng)登錄、產(chǎn)品信息錄入、客戶經(jīng)理信息錄入、交易信息查詢和業(yè)績分析。通過測試表明系統(tǒng)可以滿足金融企業(yè)營銷業(yè)務(wù)管理的需要。
[Abstract]:With the increasing number of financial enterprises, the types of financial products are also increasing. In such a fierce market competition, all financial enterprises want to achieve greater economic benefits. In order to achieve this goal, on the one hand, financial enterprises want to improve the quality of their own products, on the other hand, financial enterprises also need to improve the efficiency and level of their own services. Marketing data is very important for financial enterprises, but many financial enterprises still use manual management, which is not only troublesome but also prone to mistakes. This paper designs a marketing management system for financial enterprises, through which financial enterprises can manage their own marketing data. The system can not only improve the efficiency of management, but also improve the service level of enterprises, improve customer satisfaction, and then make financial enterprises obtain greater economic benefits. The work of this paper mainly includes the following aspects: (1) this paper analyzes the research background of the system, investigates the working situation of the actual financial enterprises, and analyzes the problems existing in the process of marketing information management. In order to improve the service quality of the enterprise and increase the economic benefit of the enterprise, this paper puts forward the use of information technology to manage the marketing information. This paper studies the techniques used in the development of the system, including the technology of ASP. Net with B / S structure, the technology of database, UML and the method of object oriented software development. (2) this paper analyzes the requirements of the system. Including functional requirements and non-functional requirements, understand the system needs to solve the problems. The feasibility of text analysis system, including technical feasibility, economic feasibility and operational feasibility. (3) this paper designs and implements the marketing management system. In the stage of system design, this paper mainly designs the business process, system architecture, system function module and system database. The architecture of the system is a three-tier B / S structure. The function module of the marketing management system includes the system management module, the product management module, the customer manager module, the customer management module and the marketing management module. In the realization stage of the system, this paper mainly introduces the realization of system login, the realization of product information management, the realization of customer manager information management, the realization of customer transaction information management and the realization process of marketing management. The development platform of the system is the .NET Framework 4.0, the development tool is Visual Studio 2010, the development language is C#, and the database is the main function of the SQL Server 2005. (4) the main functions of the system are system login, product information input, account manager information input. Transaction information query and performance analysis. The test results show that the system can meet the needs of marketing business management of financial enterprises.
【學(xué)位授予單位】：吉林大學(xué)
【學(xué)位級別】：碩士
【學(xué)位授予年份】：2015
【分類號】：TP311.52

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