Integrated management system of investment bank and realization method thereof

Abstract

The invention relates to an integrated management system of an investment system and a realization method thereof. A system management module provides management of an organization structure of an investment bank, user management and system privilege management. A customer management module carries out customer industry division, collection, classification, research and contact of customer information, and customer project development. A program management module continuously carries out customer management, establishes and develops a project, and establishes management of a project life cycle according to a major business characteristic of the investment bank. A financial management module carries out revenue and expenditure control focusing on input and output of a customer, a project and an employee. An announcement management module carries out publication management on company specifications, company regulations and institutions internally. A log management module collects employee work results. A workflow management module carries out management on flow standardization definition, operation and monitoring in the terms of customer management, project management and financial management. And a statistical statement management module collects, analyzes, and classifies operation states and operation results of major businesses in all respects to generate a statistical statement support strategic decision.

Description

technical field [0001] The invention relates to an investment bank comprehensive management system and its realization method. Background technique [0002] Before investment banks adopt information technology for management, the management of investment banks is basically in the stage of using documents to collect and store data to help companies manage. With the continuous development of my country's information technology, investment banks have gradually begun to contact and use some system tools to manage the company's customers, projects, or company financial records, storage, and transmission. However, in the information management process of most companies, the information technology used before and after is quite different, the technology is outdated, and each system is relatively independent, and the data compatibility of each system is poor, which makes it difficult to integrate between systems, resulting in data inaccessibility. Transferring between various sys...

AI Technical Summary

Problems solved by technology

When working with remote teams, documents are often transferred between teams by email, instant messaging tools, fax or express delivery, which takes a long time, is inefficient, and is inconvenient for management and statistics

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