Design And Implementation Of Customer Relationship Management System For GF Futures

Shrinking in recent years, financial markets, as well as by policy restrictions, only proxyinvestor trading of futures brokerage company, resulting in the futures brokerage companys inthe service products to provide investors with a high degree of homogeneity and there is nodifference.. In the market, the futures industry, the other end of the futures brokerage companyprofits leverage customers.However, the futures brokerage companies can only compete toreduce fees to attract customers. Futures brokerage companies to reduce income, but not therelationship between stable company and its customers. The competition getting worse asprofits almost from the meager fee.From business development point of view, the futures brokerage company urgent need toaddress are: to establish a customer data integration platform, a more accurate breakdown ofcustomer value, and provide personalized service and targeted effectively control risk. All ofthese alone the front of the futures brokerage company and client manager’s personal effortshave been far from being able to meet the requirements, this must be the introduction of thefutures brokerage company customer relationship management system, the CRM.According to the system functions is divided into7modules: customer management,customer service, teamwork, marketing, management, research and development information,statistical analysis, systems management. Achieve Functions: Customer segmentation,customer relationships and meet customer needs, fast service, channel management, varioustypes of data analysis.In terms of design, development and application, this system has the followingcharacteristics:1. The entire system uses an open modular design, easy to add new business functionson the system, the expansion of the system.According to the growing business demand, underthe premise does not increase the size of the system, increase the application module toachieve the expansion and reorganization of the system2. This system uses the visible procedure-building tool, which makes it easy to expanseand reorganize the business procedure.3. The system not only offers the data collection but also the means of data excavatingand data analysis.4. It takes the way in which C/S combines with B/S, acquisition system connected withthe telephone information in order to achieve critical business data collection.5. The system uses the development technology of object-oriented and based on Eclipseand VS, which accords with the trend of the modern technical development.