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《hn投資公司個(gè)人理財(cái)客戶(hù)價(jià)值評(píng)估體系構(gòu)建與應(yīng)用》由會(huì)員上傳分享，免費(fèi)在線(xiàn)閱讀，更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫(kù)。
1、~HN投資公司個(gè)人理財(cái)客戶(hù)價(jià)值評(píng)估體系構(gòu)建與應(yīng)用~~~AbstractAbstractWithChina'ssustainedandrapideconomicdevelopment,residentindividualsandfamiliesbecomethesubjectofsocialwealth,whilepersonalconsumptionandincreasingfinancialawareness,customerdemandforfinancialproductsandservicesareincreasinglymature.Withthedeepeningofecono
2、micglobalizationandthefullliberalizationoffinancialmarkets,investmentproductspopularoverseasManmanintoChina,addingtothetraditionalinvestmentproducts,competition,oneofthemostrepresentativeistoexchangeandpreciousmetalsasthesubjectmatterfinancialderivatives.Alsothebirthofanumberoffinancialinvestmentc
3、ompanies.Domesticfinancialcrisissodifferenttypesoffinancialinvestmentcompaniesahugelossofcustomers,soin-depthanalysisofthevalueofinvestorsandcustomers,developtargetedmarketing,areasonableallocationofmarketingresourcesandimprovecustomersatisfactiontobecomealargeinvestmentinthecompany'scurrenturgent
4、solutionproblem.Basedontheaboveconsiderations,thisinvestmentinfinancialderivativestosmallindividualinvestorsandcustomersthecompanyastheresearchobject,insummarizingthepreviousassessmentonthebasisofthetheoryofcustomervalue,combinedwiththehighersimilarityoffinancialderivativesbrokeragebusiness,custom
5、ervalueassessmentpractices,asetofpracticalpersonalfinancialderivativesinvestmentfirmcustomervalueassessmentsystem.Andcustomervaluebystageofdynamicassessment,itcanbettermeetcustomerfinancialderivativesandinvestmentliquiditycharacteristicsofshortcycle.Thenaccordingtothevalueofdifferentcustomersegmen
6、tsandreasonableresources,totakeadifferentmarketingcustomerretention.Paperforidentifyingvaluablecustomers,acquireandretainhighvaluecustomers,improvecustomerfinancialderivativesinvestmentcompanymanagementlevelandcompetitivenessofpracticalsignificance.Keywords:Financialderivatives;Customervalue;Custo
7、mersegmentation;Customerrelationshipmanagement~~~HN投資公司個(gè)人理財(cái)客戶(hù)價(jià)值評(píng)估體系構(gòu)建與應(yīng)用~~~目錄目錄第一章緒論.........................................................11.1研究背景.......................................................11.1.1金融
