A bank financial personal customer relationship management system.

 

 

Project Background
At present, the customer relationship management system of our bank can not meet the needs of customer marketing, service and business management. The new customer relationship management system now developed will fully present the complete information of the company's customers, unify the measurement standards of customer value, unify the rules of marketing feedback to customers, create a unified marketing management workflow platform, standardize the operation specifications, and present the whole process management. Improve customer service experience and improve the service ability of marketing personnel.


Project Construction
Construction period:
2018.11-2020.10 one-time online;
Project members:
There are 19 project input members, including 11 at the back end, 6 at the front end and 2 at the test end.

 

Typical Scene
Customer Management:has many data tags such as basic information, consumption information, interest preference, financial information, etc., involving fact, rule and prediction tags. Through the system, operators can realize insight and analysis of various groups of people and tap potential customers.
Marketing Management:quickly delineate target groups through tags to establish personalized user segmentation and precision marketing. Users through the pre-customer group analysis, marketing strategy configuration, after-the-fact marketing effect tracking, to achieve a full closed-loop marketing.
recommend system:is based on big data and personalized recommend algorithms to achieve the effect of showing different content to different users. The recommend system recommend from the regular algorithm of correlation recommend and collaborative filtering to a multi-feature and multi-dimensional algorithm model, which combines users and scenes for intelligent recommend.

 

Customer Value

Financial Personal Customer Relationship Management System can provide stable and reliable data services to the internal application platform of the enterprise. Using open source tools to complete continuous integration, continuous deployment can unify code version management, and one-click deployment of code to different environments and clusters; A unified configuration center makes system configuration cheaper, more convenient and efficient. the proximal end can collect statistics and configure heap/offHeap of data storage in real time, and can set thresholds to warn users in time. data access is realized and unified standard data access service is provided for everyone.