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论文编号：	9959
作者编号：	2220160543
上传时间：	2018/6/6 11:04:28
中文题目：	兴全基金公司客户分类及客户关系管理的研究
英文题目：	Research on customer classification and customer relationship management of Xingquan fund company
指导老师：	李东进
中文关键字：	客户关系；客户分类；基金公司
英文关键字：	customer relationship; customer classification; fund company
中文摘要：	摘要 现阶段经济全球化水平逐步深化，市场竞争程度也随之提升，经济知识化及技术化的发展，带动公司产品差异性的降低，产品的同质性逐步增加，仅凭借高质量的产品，很难超越同行也很难提升公司自身的竞争优势。竞争优势的降低，企业开始关注提升内部资源整合性，同时也关注到外部资源。通过简单的交易已很难促使公司获取长期受益，为此，应和客户逐步形成长期、友好的关系，方可逐步增强自身竞争实力。客户也是外部资源的关键因素，目前多数公司已认识到客户的关键性，对客户进行激烈的抢夺。以此为背景，客户关系管理（Customer Relationship Management，CRM）诞生并随经济水平的提升而有所拓展。 现阶段，基金市场在金融市场中扮演关键角色，基金市场发展迅速，当下，已陆续建立超过100多个公募基金公司，20000多个私募基金公司，市场上成立的基金量逐步提升，已有4000多个，基金属于理财范畴，逐步受到投资者的接纳，目前已形成全民购买基金的投资热潮。 市场逐步拓展后，基金公司关注到客户管理的关键性，提升对客户管理的水平，并创新经营业务，为投资者提供全方位的服务，能够看出当下国内资产市场正转向以客户为中心的买方市场，怎样处理好客户关系，怎样全方位探究客户信息，针对客户价值予以多方面探究，获取客户实际需求，针对不同群体客户进行相适应管理，方可获取并培育高质量客户，提升客户忠诚度，实现长期管理。为此，有必要制定完善的客户信息分析系统，这对基金公司而言非常关键。 关键词：客户关系；客户分类；基金公司
英文摘要：	Abstract In the 21st century economic globalization market competition is inceeasingly fierce, the economy of knowledge and technology makes the products of the enterprise differentiation ia more and more small, homogeneity is more and more high, just rely on good products, have not opened the gap between business and form the enterprise competitive advantage. The disappearance of this traditional comoetitive advantage enables enterprises to integrate internal resources while also looking at external resources. The simple trading relationship can not generate longterm profits for the enterprise, the enterprise must seek to establish longterm and good relationship with the customer to enable the enterprise to gain the competitive advantahe. Customers as an important esternal resources comsensus by enterprises, enterperses of the scramble for customers also unprecedented height, thus, customer relationship management (customer Relationship Management’CRM)with the development of the demand of economic and technology development. At present, the fund market has become an important part of China’s financia sector. Fund market development faster and faster, and set up more than 100 half years organization company on the market at present, more than 20000 private investment companies, the issue of fund products, more and more products on the market at present there are more than four thousand, fund as a financial tool, has gradually been recognized by the majority of investors, the purchase funds are gradually formed a kind of investment trends. Along with the development of the market, fund companies are beginning to realize that a problem, and effective customer management is going on at the same time, the business is also in constant innovation and enhance the service means, but obviously in today’s China’s financia sector is entering customer leading buyer’s market, how to really develop customer relationship, how will the client’s information for effective analysis, how to value to the customer to conduct a comprehensive and in-depth cognition, understanding customer pei, and realize the difference of the customer management, so as to cultivate high quality customers, loyal customers, and long-term management. Therefore, it is imperative for fund companies to have a system to comprehensively analyze the information of customers. Key words : customer relationship; customer classification; fund company
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