The Research Of The Customer Archives Management And Development And Utilization In Securities Company

Into the digital,network-based transformation of the global financial services industry more and more intense,continuous progress in technology,policy changing at the same time,the financial services industry is also constantly looking for new business model.Over the past decade the rapid development of China's securities industry,which is far more than the same period the pace of development in other industries.In recent years,with the continuous deepening of reform of the financial system,China's financial market environment has changed dramatically.With the financial performance is product innovation and business competition,the market from a seller's market is the absolute speed up the transformation to a buyer's market,the financial investment community to enhance awareness and financial investment to diversify the channels of the progressive direction,the securities sector has set a higher level of service requirements. Securities business,providing clear the transaction from the original single-channel competition into the competitive service to customers,it has become the consensus of all securities agencies.Securities as a result of the traditional services to customers in more physical level,which looks more like the traditional stock agencies is a real estate company,is provided by the sites charge a fee to make money trading.If the client only through the sales department to understand the stock market instead of trading,or the future,many investors are no longer the Ministry of securities business through the traditional approach to stock trading,traditional securities will lose their main source of profit for the survival of the crisis facing.Therefore,the traditional securities today the challenge is,if there is no securities transaction places the business department,they still have to attract customers and survive.Therefore,the problem is the nature of securities-related services-What is the real customers are satisfied with the service.Second,the performance of market competition in recent years,the majority of small and medium-sized local securities institutions trying to achieve through the restructuring of large-scale integration purposes.Securities markets are highly concentrated in securities of small and medium-sized organizations can also implement the "web strategy" to use the comparative advantages of each other with several major companies to establish joint venture company to establish a strategic alliance to focus on their respective characteristics to provide the richest and most competitive financial services.Securities institutions and major increase in the share capital to seek to continuously improve and expand the competitiveness of the industry.Therefore,the securities company,only a clear understanding of the need to service customers who are what customers demand in order to truly provide customer satisfaction services.For example,the securities of those big room special customers, they need ready access to him is that the most valuable information you want,because he is an expert,you only want to let him get the information,in order to speed up the analysis of his process,thus speeding up the frequency of his transactions.Ultimately, only through the provision of securities companies can promote the frequency of stock market trading services,in order to obtain their own development profits. Therefore,traditional stock agencies today are facing the most serious challenge is to improve services.In order to achieve this purpose,securities institutions must be changed on the original marketing companies to change business-to-customer service, change in corporate profitability.Third,with China's accession to the WTO,foreign investment banks have a well-known and domestic counterparts to cooperate in order to occupy more share of the stock market,and domestic banks,insurance and other financial institutions under the slogan of the operation mode is also an attempt to to enter the securities market. Changes in the external environment of the securities industry a great impact and influence,under the dual pressures of the Chinese securities industry operators have felt the pressure of an unprecedented,industry characteristics and history of the development of survival,has also decided to "customer management" of the importance and and profound understanding of the meaning of perception,more and more enterprises begin to pay attention to customers,attention to the collection of customer information,to listen and promptly respond to customer demands and expectations,customers will undoubtedly become the most resources to the core of strategic resources.As an important carrier of customer information,customer profiles are increasingly being attached great importance to the industry.File as a unique information resources,and social political,economic and cultural fields,was inextricably linked to,the rapid development in economic, scientific and technological advances of today,more and more organizations,and individuals subject to the attention of file an increasingly strong demand.The development of information technology and the opening up of the stock market also brought to the vast number of firms to develop new opportunities:After more than ten years of development,virtually all securities have a large number of valuable resources for customer data.How to carry out the management of customer profiles and the full development and utilization of these resources,customer data and found that implicit in the data,useful information and realize the potential value of the file, the file to activate the static content to dynamic information;how to create,maintain and develop customer the relationship between effective marketing and services,is to study the problem of this article.This article includes six parts:For the introduction chapter.This article introduces the background and significance of topics,both at home and abroad related to research,research methods and content and innovation.Through discussion of these issues on their own Why did you choose this topic,how to research and study of the practical significance of the subject.Theoretical basis for the chapter.Certificate files were worth the value and intelligence,information integration and document life-cycle theory,mainly related to these aspects of the theory outlined,and its institutional clients in the securities of the relevant records management role in the review of research to find the theoretical basis,Based on the theoretical basis and analysis,put forward their own views accordingly.ChapterⅢof the Securities institutional clients for the centralized management mode of the file.Introduced centralized management of client files and the definition and related information,the Securities and institutional clients the feasibility of centralized management of files and the need to build customer records management processes,and describes the file management involves the application of customer technical support.ChapterⅣof the Securities institutional clients for the development and utilization of the file.First of all,the establishment of securities institutions to develop the principle of client files,and then the development of principles in accordance with the Securities and customer profiles of the development plan,and improve customer information,to set up a data warehouse;the use of information technology,to fully exploit the value of customer profiles;use customers organize files,to develop the right the decision-making;the interaction with customers;CV protection policy files.ChapterⅤfor the empirical analysis.Proposed by the previous development programs,empirical analysis,test results,and to identify inadequacies in the program also confirmed the effectiveness and feasibility.For the conclusion part of ChapterⅥ.Of this paper,the main research results are summarized to identify the inadequacies of the study,customer value and future prospects of the study.In this paper,are involved in a number of disciplines and cross-cutting areas of research,mainly literature-based research and practical research,the study also involved a literature analysis,logical reasoning,a comparative analysis of research methods and analysis.Because the customer file management more involved in the content,which relates to the file,management,sociology,computers and other multi-disciplinary knowledge,to solve the Securities institutional clients file management problems,analysis of customer profiles management model to maximize the development and use of customer file information resources.In this paper,the data mainly from the network database,a web site and in the research data,such as when.