金融产品营销系统使用手册

金融产品营销系统使用手册金融产品营销系统操作手册福建顶点软件有限责任公司 01 月 17 日目录功能详细介绍...............................................61 首页..................................................61.1 首页.............................................61.2 银行产品........................................121.2.1 首页.......................................121.2.2 产品动态...................................121.2.3 产品资料...................................131.2.4 产品文档...................................131.3 信托产品........................................131.4 公募基金........................................151.5 资管产品........................................151.6 私募基金........................................161.7 销售情况........................................161.7.1 首页.......................................161.7.2 销售任务...................................171.7.3 销售机会...................................171.7.4 客户需求...................................191.7.5 销售订单...................................201.7.6 产品推举...................................211.7.7 购买预约...................................221.7.8 产品客户...................................231.7.9 适当性不匹配订单...........................232 客户管理.............................................242.1 客户信息查询....................................242.2 全体投资账户查询................................243 产品管理.............................................243.1 产品管理导航....................................243.2 产品申报........................................253.3 产品评估........................................273.4 产品上架发行申请................................273.5 产品评价指标定义................................283.6 产品评分部门....................................283.7 产品运营管理....................................293.8 引入产品总量配置................................333.9 产品代码管理....................................333.10...