Research On Customer Service Management Of JC Wealth Management Company

For wealth management companies,customers are the lifeblood of enterprises,and also the most important resources of enterprises.With the development of the current market economy,the competition for customers is becoming more and more fierce,and the needs of customers themselves are becoming more and more diversified.On the contrary,the value provided by wealth management companies is becoming more and more homogeneous,which shows that it is difficult to further touch the deep needs of customers.Therefore,it is increasingly important for wealth management companies to improve the quality of customer service.Only can do a good job in customer experience,improve marketing strategy,obtain deeper customer recognition,so as to achieve profitability.Therefore,enterprises need to carry out customer research,analyze and summarize the different situations of customers,classify them,and provide targeted services,so as to put forward practical solutions and effectively solve the practical problems of wealth management companies,so as to achieve the business objectives of enterprises.In today’s market,when the products and business projects provided by many enterprises are getting closer and closer in the level of core interest and formal product interest,the interest level of additional products has become the pursuit of customers.Service quality has become an important standard for customers to meet their needs.For customer service,if only stay on the slogan and not in the business process,can not achieve a good customer experience,will be abandoned by customers,continue to lose customers,and finally be eliminated by the market.Only by finding the right customer service management strategy suitable for their own development,can we have a firm foothold in the fierce market competition and constantly radiate new vitality and vigor.Hangzhou JC Wealth Management Co.,Ltd.is a state-owned enterprise background,staff shares,mixed ownership of wealth management institutions,practice the development of financial philosophy,adhering to the "honest","rigorous","responsibility","value" corporate culture,adhere to the objective,high-quality,personalized business philosophy,for high net worth individual customers and institutional customers to do a warm financial services.This paper focuses on the research of JC wealth management company’s customer service management strategy,explores the long-term sustainable development path that meets the market conditions and suits the wealth management company,and carefully analyzes the internal and external environmental factors faced by the future development of China’s wealth management companies in customer service management,and carries out research from the aspects of strategy and management.Research on JC wealth management company’s customer service management strategy is conducive to JC wealth company’s continuous improvement of customer system and effective improvement of customer satisfaction.