Our company has different management methods in managing big customers and ordinary customers. We use Jinzhi Enterprise Integrated Management System.

First of all, for the management of major customers, we will display such customers as "hot customers" in a prominent position on the homepage of the software interface, which is convenient for our business manager to check.

Secondly, we will fill in the customer's historical communication records and after-sales service in the software. Of course, the fund industry is quite special, and customers have different personalities, so it is not very reasonable to use paper management. Through the "customer view" function of the software, the customer's historical sales records, customer information, customer service records, customer feedback and customer opinions are displayed on an interface, which provides a convenient working mode. I hope I can help you.