Research And Optimization On Relationship Management Of High Net-Worth Customers Of C Wealth Management Company

The scale of data and investable assets of my country’s high-net-worth individuals continues to increase,and the wealth management business for high-net-worth individuals continues to develop.Therefore,customer relationship management for high-net-worth individuals has become the focus of C Fortune’s research.This paper mainly adopts the literature research method to study the relevant theories and research results of customer management at home and abroad,uses the case analysis method to conduct in-depth analysis with C company as the research object,and then analyzes its existence problem and cause through the combination of the questionnaire survey method and the data analysis method.Firstly,it analyzes the current situation of C company’s high-networth customer relationship management,including the establishment,maintenance and recovery of customer relationships.Further,through the data analysis of survey questionnaires and CRM system,it finds some problems in the process of customer relationship management,including the continuous growth of customers.In-depth analysis of the reasons for lack of advancement,unreasonable customer group structure,high turnover rate of account managers serving high net worth people,and the causes of these problems,and put forward relevant optimization strategies for specific reasons,including optimizing customer details.Branch,build a professional and compound account manager team,optimize product structure and investment research capabilities,enhance brand influence,etc.,and finally clarified the guarantee measures and related evaluation methods required for the implementation of the optimization strategy.Through the optimization research of high-net-worth customer relationship management,this paper helps Company C to find problems in the establishment,maintenance and loss of high-net-worth customer relationships,and provides a feasible optimization plan for optimizing the management mode and customer service process,better improving service quality and customer experience,and improving customer stickiness and loyalty.At the same time,it can also provide a certain reference for other financial institutions,including banks,securities and other tripartite wealth management institutions,in terms of optimization strategies for customer relationship management.