Research On Wealth Management In H Security-based On Customer Relationship Management

Since 2015, the policy of "one person can have 20 accounts" implement the competition into the white hot in securities, the market average level of commission has gradually begun to close to the brokerage cost line, securities rely on the traditional brokerage also gradually into the "low profit era", and these securities companies subsequently fell into the plight of the development, therefore, these securities companies will seek to upgrade, multi-level wealth management business has increasingly become the important breakthrough and the key direction.Foreign enterprise experience show that, the wealth management business has a lot of profit function, its growth potential is also very big, and customer’s loyalty is relatively high, so various financial institutions pay more attention to the wealth management business. As a financial industry services, how to integrate the company’s resources and improve its wealth management business, and explore a mature mode of wealth management, to help customers to achieve the growth of wealth, and keep the market competitiveness, it has very important significance.From the perspective of customer relationship management, this paper make new the evaluation on the development environment of H security company, and find out the problems of wealth management in H security, and then formulate measures in accordance with H company’s situation on the basis of other domestic and foreign wealth management business, and look forward to have a certain guiding significance in H security.