Research On Customer Relationship Management Of Wealth Management Business Of Jiangsu Branch Of A Securities

Affected by factors such as declining economic growth,stricter supervision,and uncertain external conditions,the volatility of my country’s securities market has become more pronounced and the volume of securities transactions has been sluggish.In 2002,the stock trading commission implemented a floating system,and the brokerage business,as the main business of the securities firm,greatly affected the income of the securities firm.With the development of the Internet,securities companies have shown a high degree of homogeneity.In order to compete for customers,they have reduced their commission rates and joined the price war.The reduction in trading volume and the reduction in commission rates directly led to a sharp decline in the income of securities firms.For securities companies that rely heavily on brokerage business income,it is urgent to break through the existing development model.Brokerage wealth management is the most potential development direction at the moment.It is different from traditional brokerage business and has a larger development space and a more stable development speed.In order to better develop the wealth management business of securities firms,the corresponding customer relationship management model also needs to be optimized to adapt to the current market changes and help the wealth management business to successfully transform.This paper takes the customer relationship management of the wealth management business of A Securities Jiangsu branch as the research object,and specifically studies the current development status of customer relationship management of the wealth management business of the branch company,and optimizes the customer relationship management model as the research direction.With the aid of a comprehensive questionnaire survey,combined with relevant references,analyze the reasons for the problems in the customer relationship management of the wealth management business,and through the refined segmentation of customers,personalized product portfolio services are proposed,and the CRM system is used for Intelligent information push,combined with information technology to provide accurate feedback on customer satisfaction.The author hopes to use this plan to provide constructive optimization suggestions for the customer relationship management of the wealth management business of A Securities Jiangsu Branch,further improve customer satisfaction,improve the company’s service capabilities,enhance customer viscosity,and enhance the market competitiveness of the branch.It is hoped that through the results of this research,the service experience of customers in securities companies will be improved.At the same time,the results of this research are of great significance for optimizing the customer relationship management of the wealth management business of A Securities Jiangsu Branch.In addition,the author also hopes to provide reference and reference for other securities companies to optimize their customer relationship management in the process of wealth management business transformation.