Design Of Corporate Business Platform Based On Bank CRM System

In pace with the development of economy and the gradual opening of thefinancial market in China, the competition of banking industry is increasinglyvigorous, the Corporate Business is an important field of the competition betweenbanks. The banks vigorously implement Customer Relation Manage(CRM) tocustomers management and services in order to achieve the product and serviceinnovation of the Corporate Business, and change the operation model from thetraditional “capital centered” to “customer centered”,“service as the goal”.Meanwhile with the development of e-bank and computerize financial services, thegeographical boundaries become blurred and the advantage of banking outlets will beweakened gradually. Therefore to construct Corporate Business Platform based onBanks existing CRM system, is the inevitable choice of combining the newmanagement ideas and new information technology. Only by construct CorporateBusiness Platform, enhance corporate customer management mechanism, improveservice, and innovative products. Will enable to established in invincible position inthis vehement management competition in this industry.Both theory and empirical analysis are used in this paper. At first, explained theresearch backgrounds, purpose, status significances, using the characteristic andsuperiority of the Microsoft Dynamics CRM s main functions as the contact point,spreads out exposition for connotation and procedure of the CRM business platform,and then analysis the bank performs business requirements and the connection ofCorporate Business Platform and various business systems, summarize the overallrequirement, functional requirements and non-functional requirements of CorporateBusiness Platform. On the basis of it, summarizes the requirements and principles ofCorporate Business Platform architecture through research, design the overallArchitecture, business logic control module, the main function module and the serverarchitecture of Corporate Business Platform. Lastly, through the implementation ofthe platform for the business case, further clarify the implementation procedure, andsummarizes the effect of Corporate Business Platform, provide360-degree viewcustomer, optimize the marketing process, and provides a comprehensive analysis andevaluation. The Established of Corporate Business Platform realized the “customer centered” management pattern, improving the employee s work efficiency greatly andhaving high application value.