I. Customer Refinement Management Module
· Information Integration & Segmentation: Provides a 360° customer profile, integrating customer demographics, business data, and transaction records into a comprehensive view. Supports customer segmentation and tag-based management, effectively addressing fragmented customer information.
· Value Mining of Existing Customers: Through customer referral management and corporate group relationship analysis, deeply mines the potential value of existing customers, effectively reducing customer churn.
II. Marketing & Operations Empowerment Module
· Precision Marketing & Acquisition: Features event-driven lead management and closed-loop digital marketing execution. Enables precise targeting and selection of potential customers, significantly improving acquisition accuracy.
· Conversion Efficiency Enhancement: Provides relationship manager dashboards, scheduling and visit management, and opportunity management tools. Optimizes the end-to-end marketing process to improve conversion rates and resolve challenges in developing new clients.
III. Data Analytics & Decision Support Module
· Multi-Dimensional Data Presentation: Integrates fixed reports, ad-hoc reports, and executive dashboards, providing real-time insights into key business indicators such as deposits, loans, and fee-based income.
· Data-Driven Decision Support: Enables performance analysis by institution, relationship manager, and other dimensions, offering intuitive and reliable decision-making support for management, resolving the challenge of limited visibility into business performance.
IV. System Architecture & Security Optimization Module
· Architecture & Compatibility Upgrades: Adopts microservices architecture, with WebLogic, JDK, and other core components upgraded to industry-recommended versions, significantly improving browser compatibility.
· High Concurrency & Security Assurance: Leverages relational databases and ETL server clusters to support high-concurrency processing. Coupled with encryption and fine-grained access control, the system ensures comprehensive data security while addressing performance and compliance requirements.
V. Cross-Role Collaboration Module
· Integrated Collaboration Platform: Establishes a unified workspace integrating announcements, to-do lists, and task assignment functions.
· Efficient Multi-Role Collaboration: Facilitates seamless collaboration among relationship managers, branch managers, and senior executives, simplifying cross-role workflows and significantly improving response speed.
