恒泰證劵客戶關系管理系統(tǒng)構建探析,客戶關系管理論文

恒泰證劵客戶關系管理系統(tǒng)構建探析,客戶關系管理論文本篇論文目錄導航：【題目】恒泰證劵客戶關系管理系統(tǒng)構建探析【第一章】【第二章】【3.1-3.3】【3.4】【第四章】【結論/以下為參考文獻】摘要如今世界經(jīng)濟的全球化以及互聯(lián)網(wǎng)技術的飛速發(fā)展，使當下局勢快速進入到了互聯(lián)網(wǎng)經(jīng)濟的時代。在這里大背景下，我們國家證券公司之間的競爭也變得日益白熱。十分是我們國家逐步開放金融領域市場后，大量國外金融機構進入到我們國家，使得我們國家國內(nèi)證券公司面臨著宏大的內(nèi)外雙重競爭壓力。證券公司間的競爭的根本還是對客戶的爭奪。因而，證券公司若想有良好的發(fā)展，就應在開發(fā)新客戶，維系好老客戶。優(yōu)秀的客戶關系管理，能夠降低企業(yè)維系和開發(fā)客戶的成本，減少企業(yè)與客戶的交易成本。證券行業(yè)也是如此，作為證券公司營銷客戶和服務客戶所依托的基礎，客戶關系管理的優(yōu)劣，直接影響著公司營銷客戶和服務客戶的效率。本文第一章緒論部分主要交代本文的研究背景與意義，以及介紹國內(nèi)外證券公司有關以大數(shù)據(jù)為依托的客戶關系管理系統(tǒng)的研究現(xiàn)在狀況，并闡述本論文的研究內(nèi)容與研究方式方法。第二章主要介紹證券行業(yè)從信息化開場到逐步搭建客戶關系管理系統(tǒng)的發(fā)展歷程，以及證券行業(yè)的客戶關系管理系統(tǒng)應用現(xiàn)在狀況，以及介紹隨著近些年大數(shù)據(jù)技術的發(fā)展，證券公司紛紛將大數(shù)據(jù)技術與大數(shù)據(jù)理念融入到客戶關系管理系統(tǒng)的發(fā)展趨勢。第三章以案例分析的方式分析了恒泰證券公司的整個客戶關系管理系統(tǒng)的構造、內(nèi)容以及理念等。首先對恒泰證券公司的基本情況及客戶行為信息管理現(xiàn)在狀況入手，并以恒泰證券公司的大數(shù)據(jù)化客戶關系管理系統(tǒng)建設經(jīng)過中的碰到的問題及分析，并具體地對每一個問題進行分析。第四章提出幾點恒泰證券公司怎樣建立以大數(shù)據(jù)技術為依托的客戶關系管理系統(tǒng)進行策略步驟建議。隨后重點給出四個能使恒泰證券公司充分發(fā)揮大數(shù)據(jù)技術的客戶關系管理系統(tǒng)的建設性策略，在大數(shù)據(jù)技術的基礎上大力開發(fā)客戶關系管理系統(tǒng)的高附加值服務內(nèi)容。本文旨在通過對以恒泰證券公司為代表的國內(nèi)證券公司客戶關系管理系統(tǒng)的應用研究，提高中國證券公司對客戶的服務水平，進而提高證券公司客戶的滿意度與忠實度，最終提高我們國家證券公司的核心價值。為了更好地適應如今證券市場的競爭環(huán)境和公司業(yè)務發(fā)展的需要，恒泰證券公司的客戶關系管理系統(tǒng)，仍需要不斷地改良。如今大數(shù)據(jù)技術飛速發(fā)展，作為以互聯(lián)網(wǎng)為依托的恒泰證券公司客戶關系管理系統(tǒng)，自然有著得天獨厚的借助優(yōu)勢。借助大數(shù)據(jù)技術，恒泰證券公司客戶關系管理系統(tǒng)能夠深度挖掘客戶數(shù)據(jù)，并對客戶進行細分以及跟細分所對應的相關服務應用。而以大數(shù)據(jù)技術為依托的客戶關系管理系統(tǒng)主要包括兩部分：客戶基礎信息數(shù)據(jù)的采集完善、以及在這里基礎上對客戶數(shù)據(jù)分析?？蛻粜畔?shù)據(jù)管理，是客戶關系管理系統(tǒng)成敗的基礎和關鍵。本文關鍵詞語：大數(shù)據(jù)，證券公司，客戶關系管理AbstractNowtheworldeconomyglobalizationandtherapiddevelopmentofInternettechnology,fastintothecurrentsituationintheeraofInterneteconomy.Inthisbigbackground,thecompetitionamongsecuritiescompaniesinChinaisalsobecomingincreasinglywhiteheat.Especiallyafterourcountrygraduallyopenthefinancialsectormarket,alargenumberofforeignfinancialinstitutionstoenterChina,makingChinasdomesticsecuritiescompaniesfacehugeinsideandoutsidethedoublepressureofcompetition.Thecompetitionbetweenthesecuritiescompanythefundamentalofthescrambleforcustomers.Asecuritiescompanytohaveagooddevelopment,therefore,shouldbeinthedevelopmentofnewcustomers,maintainoldcustomers.Agoodcustomerrelationshipmanagement,canreducethecostofenterprisestomaintainanddevelopcustomer,reducethetransactioncostofenterprisesandthecustomers.Thesecuritiesindustry,too,assecuritiescompanymarketingandcustomerservicecustomersrelyingonthebasisof,customerrelationshipmanagement〔CRM〕，adirectimpactontheefficiencyofcompanymarketingandcustomerservicecustomers.ThispaperarguesthatChinassecuritiescompaniestocompetitionandfinancialpowersofsecuritiescompaniesevenrival,socustomerrelationshipmanagementsystembasedonthetechnologyofbigdatawillbethedefaultchoice.Customerrelationshipmanagement〔CRM〕istheearliestisputforwardbyGartnergroupadvancedmanagementconcept,itisakindofaimstoimprovethenewmanagementsystemoftherelationshipbetweenbusinessesandtheircustomers,thatcanprovidequalityservicestoattractandkeepmorecustomers.[currentbasedonbigdatatechnologyapplicationofcustomerrelationshipmanagementsysteminthefinancialindustryofdevelopedcountrieshaveacertaineffect,andgraduallybecomemainstream.Inthispaper,withsomeforeignsecuritiescompaniesbybigdatatechnologymakestheconceptofcustomerrelationshipmanagement〔CRM〕effectoftheimprovedexperience,finedivisionofsimilarcustomergroupsandeachgroupofsimilarityanalysiscommonbusinesscharacteristicsofthegroup,whichhaveeffectoftargetedservicesforthem,inordertoenhancethecorecompetitivenessofthecompany.Agoodcustomerrelationshipmanagement,istobeabletohelpsecuritiescompaniestomaintainanddevelopcustomertoreducecosts,improvetheefficiencyofthesecuritiescompanyservicesclients.Therefore,asasecuritiescompanyinvariousbusinessprocessesoftheoperatingsystem,customerrelationshipmanagement〔CRM〕，adirectimpactonthequalityofthecompanysmarketingandcustomerservicecustomer,eventherelationshipbetweentheriseandfallofthewholecompany.Thisarticlefirstchapteristheintroductionpartmainlystatedtheresearchbackgroundandsignificanceofthisarticle,andintroducesthedomesticandforeignsecuritiescompaniesbasedonthedataoftheresearchstatusofcustomerrelationshipmanagement〔CRM〕system,andexplainstheresearchcontentsandresearchmethodsofthispaper.Thesecondchaptermainlyintroducesthesecuritiesindustryfrominformatizationtograduallysetupthedevelopmentofcustomerrelationshipmanagement〔CRM〕system,aswellasthesecuritiesindustrycustomerrelationshipmanagement〔CRM〕system,thestatusquooftheapplicationandisintroducedwiththedevelopmentofthetechnologyofdatainrecentyears,thesecuritiescompanieswillbebigdatatechnologyandtheconceptoflargedataintothetrendofthedevelopmentofcustomerrelationshipmanagement〔CRM〕system.Inthethirdchapter,thispaperanalyzesthehengtaisecuritiescompaniesintheformofcaseanalysisofthestructure,contentofcustomerrelationshipmanagement〔CRM〕systemandidea.Firsttohengtaisecuritiescompanysbasicsituationandcurrentsituationofinformationmanagement,customerbehaviorandtohengtaisecuritiescompanyslargedigitalcustomerrelationshipmanagementsystemconstructionandtheproblemsencounteredintheprocessofanalysis,andadetailedanalysisofeachquestion.Thefourthchapterfirsttoundertaketheanalysisofseveralproblemsinthepreviouschapter,andhowtosolvetheseproblemsputforwardseveralhengtaisecuritiescompanyestablishedbytechnologyofthelargedataofcustomerrelationshipmanagement〔CRM〕systemforstrategystepssuggestion.Thenmainlyfourmakeshengtaisecuritiescompaniesgivefullplaytothebigdatatechnologytheconstructivestrategy,customerrelationshipmanagementsystemonthebasisofthebigdatatechnologytodevelopcustomerrelationshipmanagementsystemofhighvalue-addedservicecontent.ThispaperaimstoHengtaisecuritiescompanyastherepresentativeofdomesticsecuritiescompanies,researchandapplicationofthecustomerrelationshipmanagement〔CRM〕systemtoimproveChinassecuritiescompaniestothecustomerservicelevel,andimprovethesecuritiescompanycustomersatisfactionandloyalty,andultimatelyimprovingthecorevalueofthesecuritiescompanyinChina.Nowinordertobetteradapttothestockmarketcompetitionenvironmentandtheneedsofthedevelopmentofcompany,Hengtaisecuritiescompanycustomerrelationshipmanagement〔CRM〕system,stillneedtocontinuouslyimprove.Nowthebigdatatechnologyrapiddevelopment,asbasedonInternetHengtaisecuritiescompanycustomerrelationshipmanagement〔CRM〕systems,naturehasauniqueadvantage.Usingbigdatatechnology,Hengtaisecuritiescompaniescandeepexcavatingcustomerdata,customerrelationshipmanagement〔CRM〕systemandthecustomersegmentationandwithsubdivisionoftherelatedserviceapplication.Andbytechnologyofthelargedataofcustomerrelationshipmanagementsystemmainlyincludestwoparts:clientbaseinformationdatacollectionandperfect,andonthebasisoftheanalysisofcustomerdata.Customerinformationdatamanagement,customerrelationshipmanagement〔CRM〕systemis