【摘要】：隨著中國特色社會主義經(jīng)濟的日益發(fā)展,證券市場行業(yè)也由原先單純的業(yè)務(wù)往來轉(zhuǎn)變?yōu)榱艘钥蛻絷P(guān)系為重要內(nèi)容的綜合服務(wù),在這個過程中證券公司的角色也轉(zhuǎn)變?yōu)榭蛻艚?jīng)理。在競爭日益激烈的證券市場行業(yè)中,各大證券公司競爭的重點已不再是單純的證券產(chǎn)品的競爭,更多的是在提供相應(yīng)的證券產(chǎn)品過程中所體現(xiàn)的服務(wù)質(zhì)量和服務(wù)水平的比拼,即證券市場行業(yè)的競爭已經(jīng)轉(zhuǎn)變?yōu)榱艘钥蛻舴⻊?wù)能力為核心的綜合業(yè)務(wù)能力的競爭。因此,加強客戶關(guān)系管理,提高客戶滿意度和客戶忠誠度,對于證券公司贏得市場競爭和長期穩(wěn)定發(fā)展具有重要的現(xiàn)實意義。本文通過對某證券公司客戶關(guān)系管理信息系統(tǒng)的客戶管理模塊和系統(tǒng)管理模塊等模塊的設(shè)計與實現(xiàn)來完成整個客戶關(guān)系管理信息系統(tǒng)的開發(fā),實現(xiàn)了客戶管理、客戶分析等功能,從而有效地實現(xiàn)了某證券公司客戶關(guān)系地有效管理。本文的主要工作包括:(1)通過介紹證券公司客戶關(guān)系管理系統(tǒng)的相關(guān)概念,對開發(fā)客戶關(guān)系管理系統(tǒng)的背景和國內(nèi)外研究動態(tài)進行闡述,來深入了解并分析證券公司在客戶關(guān)系管理上的現(xiàn)狀和存在問題等。此外,本文還對某證券公司客戶關(guān)系管理系統(tǒng)的設(shè)計與實現(xiàn)進行了可行性分析。(2)介紹了某證券公司客戶關(guān)系管理系統(tǒng)的相關(guān)概念和相關(guān)技術(shù),明確了某客戶關(guān)系管理信息系統(tǒng)的設(shè)計理念和方法等。同時,完成了某證券公司客戶關(guān)系管理信息系統(tǒng)的系統(tǒng)需求分析工作。(3)在某證券公司客戶關(guān)系管理信息系統(tǒng)的基礎(chǔ)上,對某證券公司客戶關(guān)系管理信息系統(tǒng)的系統(tǒng)總體架構(gòu)設(shè)計、功能模塊設(shè)計等內(nèi)容進行系統(tǒng)設(shè)計。此外,在交代了系統(tǒng)的開發(fā)環(huán)境和運行環(huán)境后,本文對某某證券公司客戶關(guān)系管理信息系統(tǒng)的各個功能模塊的實現(xiàn)進行了介紹,主要實現(xiàn)了客戶管理、客戶分析等功能,從而有效地實現(xiàn)了某證券公司客戶關(guān)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.
【學(xué)位授予單位】：江西財經(jīng)大學(xué)
【學(xué)位級別】：碩士
【學(xué)位授予年份】：2016
【分類號】：TP311.52

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