Securities Company CRM System Based On Big Data And Customer Profile

CRM(Customer Relationship Management)is a key and effective means for enterprises to establish,follow up,and maintain customer relationships.It is a management system that uses computer technology to store basic customer information.Through CRM,not only can the management level and decision-making quality of the company's senior managers be improved,but it can also increase the company's core competitiveness in the securities industry.In today's increasingly fierce competition in the securities industry,build an efficient CRM system to profile customers And precise management has become the core competitiveness of securities companies..With the increasing popularity of cloud computing and big data technology,securities companies' service objects and business scope have undergone major changes.Securities business must be innovative,customer service must be accurate,and employee management must be efficient.Based on the analysis of the new business needs of securities companies,this paper proposes a securities company CRM design based on big data analysis and customer portraits.This paper focuses on customer information,customer investment amounts,and customer transactions in a securities company's customer relationship management system.Data,customer trading styles and customer trading habits are classified.The customer management system recommends investment strategies and financial services and financial products suitable for customers according to customer classification and customer characteristics;optimizes the professional quality of employees according to customer class Matching the corresponding level of financial consultants,through the complete authority control and configurable process engine,the business is completed through the process to complete the business operations,so as to detect the quality and data of the financial consultant's customer service work,in order to improve efficiency and realize the movement of the customer relationship management system Operation: Through the customer interaction platform,understand customer investment needs,solve customer customer business problems,and provide a menu-driven system platform from technology to process-driven.The structure of the thesis is divided into five chapters.The first chapter outlines the research significance and research methods of this article;the second chapter mainly analyzes what problems exist in the construction of a customer relationship management system of a certain securities,and what problems need to be solved.Requirement analysis;Chapter 3 is a systematic design for the securities company's customer relationship management system;Chapter 4 is a functional design based on the construction goals and functional requirements of a securities company;Finally,Chapter 5 proposes a summary and outlook.This paper designs and implements the CRM system,solves the problem of the securities company's CRM system construction,and uses big data technology to make use of the data to profile and manage the customers,so that financial services can be automatically and accurately promoted to customers.By collecting the company's basic requirements for the customer relationship management system and related policies and regulations,we will deeply understand the reality of the customer relationship management system,analyze the problems found in the system construction,and propose a securities company customer relationship management system for big data analysis and customer portraits.The construction design plan and future prospects provide a certain reference value for the development of the securities company and even other companies..