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How can we develop futures customers quickly?
We should study the local market structure and its characteristics, then determine our target market, make a market development plan, and implement the plan step by step with emphasis. Finding potential customers is a necessary step to establish a customer relationship database.

(i) Establishing a database of potential customers. According to the securities investment demand, securities investment ability and other factors, analyze and find potential customers, which can be institutional customers or individual customers. Building data may take a long time to accumulate and contact.

(2) Collect relevant information and establish customer files. This is a necessary step to know the customer, and it can be collected at the same time as establishing the customer database. The main contents should include: name, age, address, telephone number, education, work unit, monthly income, hobbies and other basic information, but it is difficult to collect because it involves privacy, so it should be kept confidential.

(3) Classify the data and make the development plan. Systematize the collected data, establish classified files, identify potential customers and make development plans for potential customers. The customer development plan shall mainly include:

① Goal setting. It is necessary to set short-term and long-term goals for market development. ② the selected object. Select a specific customer object implementation plan.

③ Travel arrangement. There should be a detailed plan for the arrangement of the trip, and the degree of detail should be determined according to the needs. ④ Review and revision of the plan. Modify the original plan according to the actual situation of the development customers.

(4) Get in touch, build trust and establish direct contact. Only by establishing normal contact and gaining the trust of customers can we have in-depth contact. At this time, we should pay attention to the transmission of the broker's own image, both moral and practical.

(5) screening customers. To eliminate those objects that are not suitable for development, we can make a preliminary judgment according to the basic information, or decide whether to develop customers according to the attitude and actual situation of the objects after certain contact. Screening customers can adopt rating mechanism to carry out computerized management of rated customers.