基于客户关系管理(CRM)的期货网上营业厅系统
Futures Online Business System Based on the Customer Relationship Management(CRM)
Abstract
期货网上营业厅系统是期货公司提供给客户便捷的业务办理的一个渠道，尤其在互联网金融发展下，是个长远的且具有创新意义的系统。据本人调查，在开发本系统之前，国内期货行业内尚未出现类似的系统，本系统在开发期间当属国内期货行业首创。 期货公司一般都会有两大系统：一套是综合交易系统（ComprehensiveTransactionPlatform，CTP），另外一套是客户关系管理系统（CustomerRelationshipManagement，CRM）。 综合交易系统主要提供给客户进行期货交易使用的，包含客户登录、交易、结算等。 客户关系管理系统主要通过数据仓库技术（Extract-Transfo... Futures online business system is meaningful and innovative for the development of internet finance as a convenient business channel for the customers of a futures company. According to my research, similar systems did not exist in native futures industry before this system had been built up. Therefore, this system is pioneered in the country. A futures company normally has two systems. One is Co...