《銀行優(yōu)質(zhì)客戶管理系統(tǒng)20設(shè)計(jì)說明書》-全文預(yù)覽
【正文】 .................. 10 客戶綜合查詢 ....................................................................... 10 客戶導(dǎo)出 .............................................................................. 11 導(dǎo)出 VIP 賬戶 ...................................................................... 11 業(yè)務(wù)數(shù)據(jù)收集 ..................................................................................... 12 每月客戶資料導(dǎo)入 ................................................................ 12 余額導(dǎo)入 .............................................................................. 13 保險(xiǎn)導(dǎo)入 .............................................................................. 13 銀信通導(dǎo)入 .......................................................................... 13 理財(cái)產(chǎn)品業(yè)務(wù) ....................................................................... 14 理財(cái)產(chǎn)品業(yè)務(wù)錄入 ......................................................... 14 理財(cái)產(chǎn)品修改 ................................................................ 14 理財(cái)產(chǎn)品業(yè)務(wù)查詢 ......................................................... 15 服務(wù)節(jié)信息管理 ................................................................................. 15 服務(wù)節(jié)客戶資料登記 ............................................................ 15 11185 服務(wù)節(jié)回訪登記（針對(duì)服務(wù)卡用戶） ................................. 16 11185 回訪統(tǒng)計(jì) ........................................................................... 17 營(yíng)銷管理 ............................................................................................ 17 營(yíng) 銷經(jīng)理維護(hù) /查詢 ............................................................... 17 客戶營(yíng)銷記錄 ....................................................................... 17 營(yíng)銷記錄查詢 ....................................................................... 18 營(yíng)銷助手 .............................................................................. 18 第 4 頁 營(yíng)銷業(yè)績(jī)生成 ....................................................................... 18 客戶經(jīng)理業(yè)績(jī)生成 ......................................................... 18 客戶資產(chǎn)生成 /收集 ........................................................ 19 業(yè)務(wù)統(tǒng)計(jì)分析 ..................................................................................... 19 客戶資產(chǎn)（余額、理財(cái)?shù)葮I(yè)務(wù)）分析 .................................... 19 理財(cái)產(chǎn)品銷售業(yè)績(jī)匯總 ......................................................... 19 營(yíng)銷業(yè)績(jī)查詢 ....................................................................... 20 網(wǎng)點(diǎn) /班組（南區(qū)）金融模塊 ............................................................... 20 業(yè)績(jī)目標(biāo)維護(hù) ....................................................................... 20 每日網(wǎng)點(diǎn)余額維護(hù) ................................................................ 21 每日銀信通業(yè)務(wù)維護(hù) ............................................................ 21 每日保險(xiǎn)保費(fèi)維護(hù) ................................................................ 22 各專項(xiàng)
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