Everbright Securities Broker System Analysis And The Construction Of Management Information System

Nowaday the main source of income of China’s securities companies is the trading commissions, but with the commission price war intensified, the securities company profits have declined significantly in the trend, to solve a pressing matter of the moment, many brokerage firms started looking for new business development model. However, any form of business expansion, is based on a good marketing team and an excellent marketing strategy. Since the domestic brokerage business model changed by tradesmen into peddling, it gave birth to the broker system, which is also called the customer manager system. Only has a professional marketing capabilities, the brokerage can transform its products and services into profits, wins a good reputation, and obtains the competitive advantages.As the AA securities of the China Everbright Group, Everbright Securities has more than100business departments throughout the country. The company fully expands the business innovation. At the same time, it also attaches the great importance of building the securities marketing team, explores continuously and seeks a set of perfect management system.Firstly, as an example of the developed country mature securities broker system, the thesis introduces the origin and development of foreign securities broker system, and lists with Merrill Lynch and Edward Jones as the representative of establishing and implementing the FC (Financial Consultent) system and the IR (Investment Representative) system. Combined with the actual situation, it introduces the situation of broker system of our country and classfies the existing angent mode. After that, as the object of research, it descripes the present system of broker of Department Huaihai Zhong Road, including promotion out of assessment, salary distribution and daily management, analyzing the existing problems in the developing process and putting forward the causes of leading to the problem. Finally, in order to strengthen the management and the self management of securities brokers, it designs a set of management information system which is applicable of securities broker, and helps to construct the Sales Department of securities broker...