The Design And Implementation Of Customer Finance Service System For Chinalin Securities

In recent years,Chinalin Securities has accumulated a large amount of customer resources in the fierce market competition and gradually gained a firm foothold.How to do a good job in customer financial services has become a major issue for the company.In the process of providing wealth management services to customers,Chinalin Securities has problems such as extensive means,low level of refinement,and unclear goals,and has insufficient understanding of the importance of financial marketing work.The securities industry is vulnerable to policies,markets and other factors,and should improve information transparency from multiple perspectives.Therefore,with the perspective of optimizing the customer wealth management service system,Chinalin Securities carried out the design and implementation of the customer wealth management service system.The customer wealth management service system is developed based on the MVC design pattern.It ensures the rationality and stability of the system hierarchy by applying the layered idea of the MVC design pattern.The framework technology uses the Mybatis framework and the Spring Boot framework.Among them,the Mybatis framework is mostly used in the field of data persistence,and uses a variety of data query retrieval methods.The Spring Boot framework provides a rigorous data access monitoring mechanism to ensure the security of data access behavior.In addition,the SQL Server database is used to participate in data management tasks to take advantage of the performance of the SQL Server database.The functional modules of the customer wealth management service system include wealth management customer management,financial marketing management,information management,wealth management product management,and MOT(Moments of Trurh)management.Among them,wealth management customer management achieves personal customer management,customer group management,lost customer management,customer analysis,customer relationship management and other functions.The financial marketing management module implements functions such as customer service,service signing,service statistics,and product development.The information management module implements basic information,market analysis,hotspot information,information data adaptation transmission,and information utilization.The wealth management product management module implements functions such as service product management,private equity fund management,and bank product management.The MOT management module implements functions such as the MOT action plan and the service personnel MOT.The application of the system provides a modern means for Chinalin Securities to optimize the customer wealth management service system,which helps Chinalin Securities to improve customer service quality in terms of marketing and products.On the basis of fully understanding customer demands,it provides better quality for customers.The service effectively guarantees the market competitiveness and sustainable development capability of the securities company.At the same time,the application of the system enhances the sharing and timeliness of securities information and information,effectively ensuring that customers keep up to date with the latest developments.