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证券公司客户关系管理的研究 摘要：证券公司客户关系管理是以客户为中心的一种管理方式，对于形成自身核心竞争力具有重要的意义。当前我国证券公司客户关系管理处于前期阶段，还存在许多缺陷。证券公司客户关系管理的重点应放在有效客户细分、开展客户培训、培养潜在客户上。 在实施上，应采取现代信息技术与传统手段相结合的方式。 关键词：证券公司；客户关系管理 Abstract：Customer relationship management of Securities companies is a way of management that oriented in customer, which has great significance for the formation of its own core competitiveness. Customer relationship management of securities companies in China is still in the early stage which has many problems to be solved. The importance of customer relationship management of Securities companies should be put on effective customer segmentation, customer training and the training of potential customers. In practice, it should make a combination of modern information technology and traditional means. Key words：Securities companies; customer relationship management 目 录 TOC \o 1-3 \h \z \u HYPERLINK \l _Toc325208679 摘要 PAGEREF _Toc325208679 \h 1 HYPERLINK \l _Toc325208680 关键词 PAGEREF _Toc325208680 \h 1 HYPERLINK \l _Toc325208681 Abstract PAGEREF _Toc325208681 \h 1 HYPERLINK \l _Toc325208682 Key words PAGEREF _Toc325208682 \h 1 HYPERLINK \l _Toc325208683 1前言 PAGEREF _Toc325208683 \h 4 HYPERLINK \l _Toc325208684 1.1选题目的 PAGEREF _Toc325208684 \h 4 HYPERLINK \l _Toc325208685 1.2选题意义 PAGEREF _Toc325208685 \h 4 HYPERLINK \l _Toc325208686 1.3 相关研究综述 PAGEREF _Toc325208686 \h 4 HYPERLINK \l _Toc325208687 1.3.1从我国证券公司客户关系管理现状方面展开研究 PAGEREF _Toc325208687 \h 4 HYPERLINK \l _Toc325208688 1.3.2从客户关系管理系统在证券公司业务中的运作方面展开研究 PAGEREF _Toc325208688 \h 5 HYPERLINK \l _Toc325208689 2研究对象和方法 PAGEREF _Toc325208689 \h 5 HYPERLINK \l _Toc325208690 2.1研究对象 PAGEREF _Toc325208690 \h 5 HYPERLINK \l _Toc325208691 2.2研究方法 PAGEREF _Toc325208691 \h 5 HYPERLINK \l _Toc325208692 2.2.1文献资料研究法 PAGEREF _Toc325208692 \h 5 HYPERLINK \l _Toc325208693 2.2.2调查访问法 PAGEREF _Toc325208693 \h 6 HYPERLINK \l _Toc325208694 3分析与讨论 PAGEREF _Toc325208694 \h 6 HYPERLINK \l _Toc325208695 3.1客户关系管理的定义 PAGERE