The Design And Realization Of Internet Financial Management Platform

With the development of economic,the numbers of rich individuals is growing quickly these years,followed by the public's growing awareness of investment and financial management.Regulatory agencies approved the securities companies to sale financial products in 2012,which allows securities companies to get involved in financial products market opportunities.In order to explore new customers,retain old customers,securities companies must have a new breakthrough in their own sales channels.A good internet financial platform can effective customer conversion to securities companies,and it can turn potential customers to customer financial management,and then,the potential customers further transformed trading for clients.The securities company customer volume increased quickly,continuously and remarkable account number.The securities company can occupy a leading position in the future layout of brokerage market.In view of the above questions,we can see that the construction of a internet financial platform based on web technology has a very important value.Using this platform,the securities company can better meet the financial needs of a new generation of young customers.The platform can break through the geographical restrictions on the original business to expand the scope of service marketing and the service time.To a certain extent,it can also reduce the construction cost of the marketing channel.Firstly,let's take Huaxin securities as the example to discuss the necessity of Huaxin securities to build Internet financial platform under the background of financial innovation in the securities industry.On the premise and foundation,discusse the overall technical architecture of Huaxin securities Internet financial platform.Especially,the development of the system fully using the currently mature and stable mainstream E-commerce platform architecture and building technology.Mainly the spring MVC framework,J2 EE and Tomcat middleware technology.The system has not only good scalability,but also reduce the difficulty of maintenance workload.The system uses lightweight data interchange format JSON.It makes data transmission more efficient.This article expatiate the demand analysis and solutions to the key subsystems: the front sales subsystem,the middleground management subsystem,and the backstage management subsystem.Then,focuses on the analysis and discussion of the database table structure's design and implementation of the front sales system.Secondly,introduces the Internet financial platform's functions.Detailed analysis on the core process of customer's financial account opening,financial products introduction,financial products purchase,customer suitability management,product information management,follow-up on customer service and so on.The Internet financial management platform mainly uses combination of Client/Server and Browser/Server model.In order to build a E-business platform for the securities companies.The Internet financial platform has been running successfully on-line,and bring remarkable comprehensive benefit to Huaxin securities.The stability of the system is good.The system played a catalytic role for the future development of securities company.It increases the number of accounts,improves customer experience,and increases customer stickiness in a certain extent.So the practical value of this system has also been verified.