l最新个人理财服务系统产品介绍.ppt

中国银行个人理财服务系统介绍 客户需求分析简述 系统功能介绍 系统演示 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 中国银行个人理财服务系统介绍 客户需求分析简述 系统功能介绍 系统演示 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 客户需求分析简述 需求背景 面临解决的问题 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 需求背景 理财业务日常处理现状 理财管理现状 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 业务日常处理现状 理财经理人工寻找理财客户 人工分析客户，等级分类比较难 理财经理活动信息只有本人掌握 理财经理服务过程各自不同 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 管理处理现状 总行 省、市行 理财中心 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 总行 对全国理财中心业绩情况定期统计、信息收集较慢 对理财经理定期考核、量化统计和考核视角受局限 对全国进行统一市场、统一规则、统一营销的管理，管理手段受制约 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 省、市行 对理财中心业务进行监督、指导，掌握第一手资料少 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 理财中心 主管对理财经理活动进行监督、考核 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 及时发现和挖掘理财客户 强化针对性的对理财客户进行营销 细分理财客户的等级，做好差异服务 面临解决的问题(一) Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 加强客户关系和客户价值管理 解决上级行对辖内理财业务的信息共享、监管、指导和统一营销 给客户提供全面的资产负债综合月单 加强营销体系建设 面临解决的问题(二) 加强客户服务过程管理，提高客户满意度 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 尽可能的降低因理财经理的流失而造成的负面影响 及时准确的把握销售机会，作好营销工作 实现对理财经理业绩的量化考评 及时对理财中心业务状况、产品经营、客户需求，进行统计分析 面临解决的问题(三) Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-