Design And Research Of Analytical CRM For Securities Industry

In the whole securities industry is facing the problem that homogenization of channel service, single commission price war competition and investors for more sophisticated services demand. In the last encircles groundrace times, do nothing is also profitable has gone for ever. The securities company urgent need to explore a new road for sustainable development. Securities company through the transition to a service, providing different from competitors service differentiation advantage, to provide customers with tailored personalized service needs at the same time as much as possible for customers to create profits, in order to make the securities companies in the new round of competition to maintain their own advantages, to occupy a favorable position.This article was designed from the demands, BI-based ACRM application in the securities company of implementation by design and development, described in detail about BI-based ACRM what implementation steps and specific applications. It is about how to design data models support the foreground business requirements with mature ETL tools for efficient collection, transformation, and loading huge amounts of data and continued operation to ensure that entire data center in the future work good by system management.By means of the front of the Cognos report shows and lose of customers analysis, analysis of customer preferences, as which data mining the main target. ACRM system makes use of sophisticated business intelligence BI tools, provides integrated business performance at the company level (KPI) analysis, a360-degree view of individuals and institutions, customer and product analysis, forecasting lost of customers, data analysis and powerful reporting features. Decision makers can real insight into the customer’s needs by the system. It is not only satisfied with precision marketing but also make a revolutionary change to promote quality of service.