cms证券公司客户关系管理分析

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1、quantitativeanalysismethodandsoon,Thenputforwardimprovingcountermeasuressuchas:Miningofcustomerlifetimevalueandoptimizationofcustomeranalysissystem,promoteinternalcoordinationimprovetheproductline,strengthenthequalityofpersonneltrainingandexamination,promoteeliminationtechniqueforrealizingintelligen

2、tanalysissystem..Onthecustomerlifetimevalueminingandcross-sectoralcollaborationinthepracticalapplicationofCMSsecuritiescompanyhasnewidea.TheexpectationsforCMSsecuritiescompanyandeventhenegotiablesecuritiesindustrycustomerrelationshipmanagementdevelopmenttoprovidereference.Keywords:Customerrelationsh

3、ipmanagement,Securitiescompany,customeranalysisIV目录摘要....................................................................IABSTRACT..............................................................III第1章绪论.............................................................11.1选题背景与研究意义..........................

4、......................11.1.1选题背景.....................................................11.1.2研究意义.....................................................31.2文献综述..........................................................41.2.1客户关系管理理论基础和内涵的研究.............................51.2.2国内外关于客户关系管理实践的研究.............

5、................81.2.3文献述评.....................................................91.3研究思路与方法...................................................101.3.1研究思路....................................................101.3.2研究方法....................................................101.4研究创新点.......................

6、................................11第2章CMS证券公司客户关系管理现状................................122.1CMS证券公司简介.................................................122.2CMS证券公司客户关系管理现状.....................................132.2.1企业文化和组织架构..........................................132.2.2立体化的服务平台.......................

7、...................142.2.3客户精细分类与分级服务.....................................152.2.4根据客户不同风险偏好设计产品................................192.2.5利用电子信息技术系统实现各种通道服务........................212.2.6组建投资顾问和经纪人团队并以服务促