Introduction
Securities and investment advisory management system (referred to as: agent system 3.0) through the trading system, broker management module, broker management system 1.0, 2.0 agent broker management system management system for the evolution of each version 3.0 has now established a relatively complete brokerage people management systems. System combines the broker network model, through planning, assessment and pay into the system to manage all greatly simplifies the daily management. And the system implemented in a number of broker to use, now all the systems in use in 40% of brokers broker system using the Hang Seng.
By comparison China's leading securities broker letter system, the introduction of insurance, securities brokerage Founder mode, the introduction of business department of Shanghai CITIC Trust Friends of the rich mode, Industrial implementation of multi-system, etc., so that we broker system has accumulated rich experience and deep understanding of the various systems embody the same time to the broker management system. We believe that the agent system implementation not a technical problem, through the systematic implementation of the optimization of agent management system, improve service levels, reduce the cost of service is the ultimate objective of the course of implementation should be the main role of the business staff.
System function
Data set modules
Data set module's function is to branch sales department of the transaction data, system information and data used in centralized at headquarters.
System Management Module
System management module is the system parameters, database parameters, operating parameters to maintain the user.
Broker Management Module
Provide broker management, brokerage, team management functions to facilitate the sales department to broker compensation and cost management. Internal management for the brokerage to provide appropriate and flexible management.
Brokers work platform
Web-agent working platform will be built, including managers and brokers for all operators, including the use of each operator has its own personalized Web page, the broker can customize their preferences and habits of individuals working interface .
Customer Service Platform
Customer service platform is to provide clients personal home page.
Brokerage business analysis
Brokerage business analysis platform is a management platform for the Hang Seng stock market analysis module of a decision, the manager, agent decision-making and analysis tools.
Custom report module
Report management features can be divided into reports from the custom, and print. System to provide custom reporting capabilities, allowing users to define their own report formats.
System Features
Network interconnectivity
The system uses the B / S multi-layer structure to support Internet, Intranet, Intranet, or whether it is Internet, allow employees, including staff operating point (in the areas of competence) timely and effective, safe conduct of business, and truly "mobile office . "
The overall integration
System uses a unified enterprise information portal on display, all operating system access to use a unified interface.
Practical
System has a good interactive interface, the business model is simple and practical, user actually used.
Personalized
Enterprise Information Portal allows the operator customization work environment, improve the operator's work ethic, efficiency. Also in the business model as much as possible reflect the requirements of individual users.
Flexibility
System the flexibility to customize the new features, changes to business processes and so on. In related business models are reflected personalized the same time, more flexibility.
Advanced Open
Based on Internet technology, multi-system architecture, object-oriented technology, data warehouse technology and advanced design to ensure system openness.
Scalability
System-level design to ensure that any one is free to expand, they do not affect each other.
Manageability and maintainability
Centralized configuration management, automated processing, we can greatly increase flexibility, reduce maintenance workload. Line can maintain, the greater the improvement of maintenance efficiency.
Headquarters-level application deployment chart
Case
Kim Tong Securities, Founder Securities, Industrial Securities, science and technology securities, securities Tang, Guoxin Securities