JP7256652B2 - CRM system - Google Patents

Description

The present invention particularly relates to a so-called CRM system, which is a customer information management system for selling private placement structured bonds.

2. Description of the Related Art Sales support systems are widely used for managing and selling products using networks. In particular, various financial products (securities, etc.), which are commodities of financial institutions, securities companies, etc., are very different in nature from other products, and many complicated procedures and restrictive conditions are imposed on their trading. For this reason, various systems have been proposed as financial institution sales support systems, particularly for trading financial products.

For example, when buying and selling such financial instruments, the Financial Instruments Sales Act requires that important matters such as post-purchase risks be explained to the customer before the sale of the financial instrument. In Patent Document 1, by recognizing the specific contents of important matters for which an explanation is required according to the product and storing whether or not this explanation was actually given, sales personnel can be notified of the sales activity of this financial product. A sales support system capable of performing

In addition, when selling financial products, for example, it is required that the salesperson does not say or act in a way that violates compliance with the customer. In Patent Document 2, a call record between a salesperson and a customer is stored as voice data, and by analyzing the contents of the record, attention is called when there is behavior that may constitute a compliance violation. A sales support system (customer response management system) is described.

In addition, financial products are sold in two forms: a public offering targeting general investors and a private offering targeting a limited number of investors (less than 50). Bonds sold by the latter (private placement bonds) are likely to offer greater returns to issuers and investors than bonds sold by the former (public placement bonds) due to less regulated specifics. And the risks are even greater. For this reason, private placement bonds are designed to be solicited only from a limited number of small investors. What is limited here is not the number of investors who buy, but the number of investors who are solicited. It is necessary to solicit only investors with a high possibility of

Patent Literature 3 describes a securities trading system (sales support system) that particularly handles such private placement bonds. In this securities trading system, the status of past securities purchases (contents of purchased securities, amount of money, etc.) for each investor is stored as a database. When the issuance of securities (private placement bonds) is entered, solicitation will be made only to investors who are judged to have a high possibility of purchasing using the above database after recognizing the issuance conditions. done. At this time, the management of the number of people solicited can always be properly recognized. Therefore, private placement bonds can be sold properly and efficiently.

JP 2008-181553 A JP 2012-234269 A Japanese Patent Application Laid-Open No. 2004-151802

Among private placement bonds, private placement structured bonds, which are established under various complicated arrangements, can include, for example, derivatives (financial derivatives) in the arrangements, and have a high degree of freedom in terms of content. You can get high interest rates. In this case, the arrangement is made by an arranger different from the issuer. For this reason, multiple people (organizations) including the issuer are involved in the sale of private placement structured bonds.

When handling such privately placed structured bonds with a customer information management system (hereinafter referred to as a CRM system) for conventional sales support, arrangements including rate information, etc. for privately placed structured bonds shall be made by securities companies using this CRM system. After recognizing everything on the side, it was necessary to register this as a product. In this case, it will be necessary to communicate with the arranger multiple times, and this content will be shared among the issuer of this private placement structured bond, the investor targeted for solicitation, and the arranger. On top of that, as described in Patent Document 3, it was necessary to solicit limited investors. For this reason, it has been difficult to efficiently conduct sales activities, especially for private placement structured bonds.

The present invention has been made in view of such circumstances, and an object thereof is to solve the above problems.

The present invention comprises a head office system that allows private placement structured bonds to be sold under the control of an orderer under the control of an orderer, and a head office system that is connected to the head office system and accepts orders for the private placement structured bonds. A CRM system comprising a plurality of branch systems, wherein the head office system retrieves the content of the private placement structured bond by searching the content of emails sent and received between the arranger and the head office. create private placement structured bond information to be specified and a solicitation document for said private placement structured bond and send it to said sales branch system, receive business information, which is information on solicitation and ordering of said private placement structured bond, from said sales branch system; a headquarters-side control unit that calculates the total number of said solicitations and said orders based on all said received business information and requests approval by said orderer for the sale of said privately placed structured bonds; a headquarters-side storage unit for storing the information of the private placement structured bond, the sales branch system displaying the contents of the private placement structured bond and the solicitation document; a branch office control unit that creates the sales information after displaying the content of the privately placed structured bond on the branch display unit and transmits the sales information to the headquarters system.
Further, in the sales office system, the sales office side control unit obtains stock information of the target issue specified in the private placement structured bond, and displays the contents of the private placement structured bond together with the information on the sales office side display unit. Stock information may be displayed.
Further, in the headquarters system, when the headquarters-side control unit confirms the stock information of the target issue specified in the private placement structured bond and recognizes that the private placement structured bond cannot be sold, the approval cannot be given. , a warning may be sent to the sales office system that sent the sales information.
Further, in the headquarter system, the headquarter-side control section may cause the headquarter-side storage section to store the solicitation document created in the past and the status of transmission of the solicitation document to the branch system.
Further, the head office system includes a head office display section for displaying the content of the private placement structured bond, and the head office side control section displays the sales information received in response to the private placement structured bond on the head office display section. The status of the solicitation and the order placement for each branch system based on the information and the total number of the solicitation and the order placement may be displayed.
Further, in the headquarters system, the headquarters-side control unit, after performing the approval, creates a transaction contact form for the sale of the approved private placement structured bond, and displays the transaction contact form on the headquarters side. may be displayed in the department and transmitted to the branch system.
Further, in the headquarters system, the headquarters-side control unit may cause the headquarters-side storage unit to store the transaction contact slip created in the past and the status of transmission of the transaction contact slip to the branch system. .
Further, in the headquarters system, when a plurality of the private placement structured bonds are created, the headquarters-side control unit selects the private placement structured bond having the highest interest rate among the plurality of the private placement structured bonds based on the private placement structured bond information. A bond may be identified and displayed on the headquarters side display unit.
Further, the privately placed structured bond may be an EB bond, and the privately placed structured bond information may include at least target shares of the EB bond, information on interest rate setting, and information on redemption conditions.

According to the present invention, business activities for private placement structured bonds can be efficiently carried out.

It is a figure which shows the structure when the CRM system which concerns on embodiment is used. It is a block diagram showing the configuration of a headquarters system in the CRM system according to the embodiment. 1 is a block diagram showing the configuration of a branch system in a CRM system according to an embodiment; FIG. 4 is a flowchart showing operations in the CRM system according to the embodiment; It is an example of display of the content of the private placement structured bond information on the head office side display section before sending to the branch side. It is an example of a display of a public registration screen on the head office side display unit. It is an example of the display of the created solicitation document on the headquarter side display unit. It is an example of the display of the contents of the private placement structured bond information on the branch display section. This is an example of a screen display for linking customer information and requesting an order on the branch side display unit. It is an example of a total screen displayed on the headquarters side display unit. It is an example of a screen showing sales results displayed on the head office side display unit. It is an example of the display of the created transaction contact slip on the headquarters side display section.

Next, embodiments for carrying out the present invention will be specifically described with reference to the drawings. Here, private placement structured bonds, which are products in a customer information management system (hereinafter referred to as a CRM system) as a financial institution sales support system (sales support system) according to the embodiment of the present invention, are sent to an arranger by an orderer (securities company, etc.). created by the arranger at the request of Arrangers are other securities companies, etc., and arrange private placement structured bonds that include the bonds of the ordering party under the agreement with the ordering party (foreign financial institutions, various institutions, etc. that raise funds through this). create. In the case of private placement structured bonds, the interest rate and various arrangements are set after communication is established between the orderer and the arranger at this time.

In the following, it is assumed that this private placement structured bond is an EB bond (other company's stock convertible bond). Here, this arrangement includes, for example, the setting of interest rates (high coupon, low coupon, etc.) according to the reference index (for example, the stock price of the target stock designated in Japan), and the conditions related to redemption (knock-out level, knock-in level etc.). These settings are set according to the customer's wishes. In general, multiple arrangers are requested to create private placement structured bonds, and different private placement structured bonds are created.

In addition, in the orderer, the entity that uses this CRM system is the headquarters, and the actual sales are carried out by a plurality of sales offices (branch offices) under the headquarters. Here, in private placement structured bonds (private placement bonds), the number of solicitation targets (soliciting quota) is limited. For this reason, sales of privately placed structured bonds such as those described above are conducted only by sales offices, with the results managed and aggregated by the head office. For this reason, among the many branches, the branch where a certain private placement structured bond is disclosed by the head office is designated by the head office. In addition, when a large number of privately placed structured bonds are handled at the same time, this disclosure destination is determined for each case.

FIG. 1 is a diagram showing the entire configuration when a customer information management (hereinafter referred to as CRM) system (financial institution sales support system) 1 according to an embodiment of the present invention is used. This CRM system 1 is connected to a head office system 10 operated by a person in charge on the head office side, and is connected to the head office system 10 and operated by a sales representative through an interview with a customer (investor) or confirmed by the customer. A branch system 20 is provided. A plurality of sales office systems 20 are actually provided for each sales office (sales office 1 to sales office N), and are connected to the headquarters system 10 via an intranet (company network) or the like.

Further, exchanges between the headquarters side and the arranger (arranger A to arranger Z) side when creating a privately placed structured bond are carried out by e-mail. For this purpose, each arranger side uses a personal computer (arranger PC 10), and the headquarters side also uses a personal computer (headquarters PC 200). Therefore, each arranger PC 100 and the headquarters PC 200 are connected via the network N. FIG. As is well known, e-mails are sent and received after being authenticated through the mail server 300 connected to the network N as well. Particularly in the case of privately placed structured bonds, it is possible to create a bond that meets the customer's needs by having multiple exchanges with multiple arrangers.

The headquarters system 10 has the authority to access the mail server 300, and is set to be able to recognize all e-mails between the person in charge of the headquarters and each arranger regarding the preparation of the private placement structured bond. This can be achieved, for example, by presetting a dedicated e-mail address for this exchange. In this case, for example, the headquarters system 10 can directly access the mail server 300 and read the e-mail corresponding to this e-mail address.

FIG. 2 is a block diagram showing the configuration of the headquarters system 10. As shown in FIG. The headquarters system 10 may be used as the headquarters PC 200 described above. Here, a control unit (headquarters-side control unit) 11 that controls the entire headquarters system 10 is provided. In addition, an operation unit (headquarters side operation unit) 12 for receiving the operation of the responsible person on the side of the orderer for the headquarters system 10, and a display unit (headquarters side display unit) 13 that is a display for displaying various information at this time. be provided. A storage section (headquarters side storage section) 14 composed of a hard disk, a non-volatile memory, or the like is also provided for storing various types of information to be transmitted from the headquarters system 10 to the outside and various types of information related to the control of the headquarters system 10 itself.

In addition, the headquarters system 10 is also provided with a network connection unit 15 for connecting to the mail server 300 via the network N, and an in-house network connection unit 16 for connecting to the branch system 20 side via the in-house network. . Since it is preferable that the head office system 10 is operated only by an authorized person in charge, the control unit 11 only recognizes the input of the preset password through the operation unit 12, and performs subsequent operations. is set to accept

When the headquarters PC 200 and each arranger PC 100 communicate with each other regarding private placement structured bonds, a dedicated e-mail address is used, and the e-mail format (text format, HTML format) is predetermined. Therefore, the control unit 11 can recognize this e-mail as character information using the character information recognition unit 17. At this time, the presence of various keywords can be recognized and the content thereof can be analyzed. can be done. A file of the e-mail to be analyzed is stored in the storage unit 14 .

FIG. 3 is a block diagram showing the configuration of the branch system 20. As shown in FIG. In the branch system 20, as in the headquarters system 10, a control section (branch side control section) 21, an operation section (branch side operation section) 22, a display section (branch side display section) 23, a storage section ( store side storage section) 24 is provided. An in-house network connection unit 26 is also provided for connecting to the headquarters system 10 via the in-house network. Operation of the branch office system 20 is performed by authorized sales personnel or a sales manager, and recognition by a corresponding password is also performed in the same manner as in the headquarters system 10 . Further, when displaying market information as will be described later, the branch system 20 is also connected to the network N in the same manner as the headquarters system 10, but is not directly connected to the arranger side.

FIG. 4 is a flow chart showing the operations performed in this sales support system 1. As shown in FIG. The operation of the head office system 10 and branch office system 20 in accordance with this flow chart will be described below.

First, in FIG. 4, the orderer specifically sets the contents of the private placement structured bond by exchanging e-mails with the arranger as described above (S1). After the content is determined, the person in charge of the ordering party operates the headquarters system 10, and the control unit 11 analyzes the content of the e-mail using the character information recognition unit 17 to create private placement structured bond information. , is stored in the storage unit 14 and displayed on the display unit 13 (S2). Here, private placement structured bond information is created for each project or arranger from the content of the e-mail stored in the storage unit 14 as described above, and stored in the storage unit 14 . For example, in the contents of e-mail exchanged with each arranger and stored in the storage unit 14 in FIG. However, if the character string "Company XX", which is recognized as a listed company, is recognized after that, the subject stock (subject issue) of the private placement structured bond created by this arranger can be presumed to be "Company XX". can. Similarly, for example, if a character string including the number "105%" after the keyword "knockout" is recognized, it can be estimated that the knockout price is "105%."

FIG. 5 is an example displayed on the display unit 13 for confirming the contents of the privately placed structured bond information thus recognized. Here, the details of the columns of "disclosure" and "invitation document" on the left will be described later. Here, private placement structured bonds (EB bonds) with management numbers of 1 to 3 corresponding to arrangers A to C are proposed. In FIG. 5, only the target stock, interest rate (high coupon, low coupon), redemption date, knockout/knockin price, and currency are specified, but in practice other conditions can be similarly included. In FIG. 5, "Rating" refers to the database regarding the rating of the bond issuer stored in the storage unit 14 or obtains information via the network N by recognizing the "arranger" (issuer). By doing so, the control unit 11 can recognize and create. Similarly, the security code can be recognized by the control unit 11 by recognizing the "target stock". The person in charge can recognize this content using the display unit 13 .

However, the control unit 11 can also edit this private placement structured bond information by operating the operation unit 12 . This operation may only be performed by authorized personnel. For example, the person in charge can operate the operation unit 12 to input items that are required to be set but are not recognized by analysis of the e-mail. Also, even if the recognition using the character recognition unit 17 as described above is not appropriate, the person in charge can appropriately correct the contents of FIG.

The control unit 11 can highlight (for example, display in red) the one that is most likely to be solicited to investors among the three privately placed structured bonds (management Nos. 1 to 3) shown in FIG. The criteria for this determination can be set as appropriate. For example, in the example of FIG. 1 can be highlighted. However, it is possible to set criteria for this purpose as appropriate. For example, it is possible to set the one with the latest redemption date, the one with the highest stock price at the moment, and so on.

Next, a sales office (sales office system 20) to which the selected private placement structured bond information thus created and stored in the storage unit 14 is transmitted is selected (S3 in FIG. 4). . In FIG. 5, for example, management No. The procedure for opening case 1 to branch 1 (corresponding branch system 20) will be described below.

In this case, the management No. in FIG. The item 1 "disclosure or non-disclosure" is checked (clicked). In this case, the control unit 11 causes the display unit 13 to display a public registration screen as shown in FIG. On this public registration screen, the solicitation quota, the deadline for the solicitation quota (on or after that date: the time limit for soliciting the set number of solicitation quotas) are input by operating the operation unit 12 . As the disclosure destination, one is selected from those corresponding to the branch system 20 connected to the headquarters system 10 .

At this time, when "Create solicitation document" (create solicitation document key K1) in FIG. Move to the screen to create a solicitation document for soliciting. FIG. 7 shows the management No. created in this way and displayed on the display unit 13 . This is an example of a solicitation document in case 1. Here, the hatched items correspond to the management No. in FIG. The control unit 11 can recognize and input from the contents of 1. Items other than these can be determined in advance, or recognized by the calendar function and automatically entered. By operating the operation unit 12, the control unit 11 can also cause an authorized person in charge to edit this solicitation document.

In FIG. 7, when the person in charge operates the "Approve" (approve key K2), the content of the solicitation document is confirmed, and the screen in FIG. 6 appears again. To illustrate, the soliciting document creation key K1 is highlighted. After that, by operating the "public" (public key K3) in FIG. 6, the private placement structured bond information of the selected management No. 1 and its solicitation document are released to the branch system 20 of the branch 1 selected in FIG. sent over the corporate network to Management No. in FIG. 2 and management No. The display of "published" and "sent" in item 3 means that such transmission to the sales office 20 side has been completed. Therefore, the control unit 11 sets the management No. as described above. After the transmission regarding the item No. 1 is completed, similarly, the management No. 1 item is sent. 1 also displays "published" and "sent".

In addition, the control unit 11 recognizes the solicitation frame set in FIG. 6 for the selected private placement structured bond candidate, includes this solicitation frame in the private placement structured bond information, and stores it in the storage unit 14 . After that, the control unit 11 transmits the private placement structured bond information together with the corresponding solicitation document to the sales office system 20 (sales office) selected as described above (S4 in FIG. 4). After that, the solicitation document is stored in the storage unit 14 together with the transmission status, that is, the information such as which sales office it was transmitted to.

In the selected branch system 20, the control unit 21 acquires private placement structured bond information and solicitation documents for private placement structured bonds to be sold at this branch through the in-house network connection unit 26 as described above. , is stored in the storage unit 24 . After that, the sales staff at this sales branch can display the obtained private placement structured bond information and the solicitation document on the display unit 23, and print out the solicitation document as necessary. The bond sales activity can be carried out (S5 in FIG. 4).

At this time, the sales staff or the sales manager can make the control unit 21 recognize the progress status of each case by making an input as described below. First, FIG. 8 shows an example of the private placement structured bond information displayed on the display unit 23 corresponding to the projects (here, management No. 1 and management No. 2) sent to the sales office 20 side. Here, in addition to the same contents as in FIG. 5 regarding the received item, items input according to the sales result are also displayed.

In FIG. 8, when the leftmost "Select" item is checked (clicked), the input of the business results for this case and the specific contents of the business results are displayed. FIG. 9 shows an example of a screen display for requesting an order by linking customer information in this case. Here, three customers (investors with negotiations) related to this matter are displayed. In the storage unit 24, investors who can be customers of private placement structured bonds (private placement bonds) are registered and stored in advance as customer information. Here, at this time, a customer code is given, and the main investment purpose and total asset amount are also registered. The sales manager can see this screen and determine whether or not the investor to be solicited is suitable for this deal.

Further, in FIG. 9, the control unit 21 recognizes that the order has been placed by checking the item "application for order" after the item "invitation frame" is input by operating the operation unit 21. "Own shop" of "soliciting quota" in FIG. 8 indicates the total number of soliciting quotas (already used solicitation quotas) input in this branch office system 20, and "other branch" similarly indicates Indicate the solicitation frame used. In FIG. 8, the total number of orders placed is indicated by "order application". By recognizing the total number of solicitation quotas, the salesperson can know, for example, that no new solicitation can be made for this case.

When the sales office system 20 is also connected to the network N, in FIG. 8, when the sales representative conducts this sales activity, the rightmost item "market information" can be used. The display of "LINK 1" in this item is linked to a site that displays stock information (stock price chart) of the subject stock ("XX company" in management No. 1) of the relevant item. That is, when "LINK1" is clicked, the control unit 21 can read out this stock price chart from this site via the network, display it on the display unit 23, and show this information to the customer. .

When input is made using the screen of FIG. 9, the control unit 21 stores the solicitation quota and the number of orders used in the sales office system 20 side, and the above-mentioned customer information who has placed the order as business information in the storage unit 24. , and transmitted to the headquarters system 10 side (S6 in FIG. 4). As a result, the headquarters system 10 side can recognize the solicitation quota used and the status of the order for the relevant case. Such transmission of sales information is performed from all the sales offices (sales office system 20) to which the private placement structured bond information has been sent. In addition, when the control unit 11 obtains business information from a certain sales office system 20, the control unit 11 stores this business information or the total number of solicitation quotas used at that time and the total number of orders related to this matter. is also transmitted to the sales office system 20 of . As a result, each numerical value in the "invitation frame" in FIG. 8 can be displayed properly.

If the head office system 10 side has not yet tallied (S7: No in FIG. 4), the control unit 11 acquires new business information (S6 in FIG. 4). On the other hand, if aggregation is to be performed (S7: Yes in FIG. 4), the control unit 11 aggregates the total number of solicitation quotas used and the total number of orders placed from all the sales information obtained for the relevant item. , to display the tabulation screen on the display unit 13 (S8 in FIG. 4). FIG. 10 is an example of this screen. Here, management No. 1 and management No. 2 projects are shown. Here, for example, when "order application" (34 is described for management No. 1) is clicked, the breakdown of sales results for each sales office (for each sales system 20) is displayed. FIG. 11 is an example of this display. Here, the solicitation quota and sales amount used for each branch are displayed.

The control unit 11 can create a file in which the data of each case in FIG. 10 and the data in FIG. The person in charge can send this file directly from the head office system 10 or from the head office PC 200 to the arranger PC 100 of the relevant matter by a method such as e-mail attachment. As a result, the arranger side can also recognize this sales result. Also, in FIG. 10, as in FIG. 8, a "market information" item (LINK1) is provided, so that the person in charge can confirm the status of the target stock in the same manner as described above.

If the person in charge sees this result and recognizes that sales cannot be made due to a problem (S9: No in FIG. 4), for example, some of the customers shown in FIG. is recognized, the person in charge can operate the operation unit 12 to send a warning to that effect to the sales office (sales office system 20) corresponding to this customer (S10 in FIG. 4). ). In this case, the contract for this matter is not concluded, and this business office conducts sales activities again.

When the person in charge sees this result and recognizes that the sale can be made, and the arranger confirms the above data and is informed of the contract (S9 in FIG. 4: Yes), the control unit 11 As with the solicitation document, etc., a transaction contact form for each customer for this matter is created from the recognized data, and is transmitted to the corresponding branch system 20 (S11 in FIG. 4). FIG. 12 shows the management No. 1 is displayed on the display unit 13. FIG. Although the base price was not determined when the solicitation document (FIG. 7) was created, the base price is determined here. price), knock-in price, etc., can be displayed in monetary terms instead of percentages. Other conditions are also described in more detail than in the solicitation letter. It should be noted that the control section 11 can also allow an authorized person in charge to edit this transaction contact form by operating the operation section 12, in the same manner as the solicitation document described above.

The control unit 11 transmits this transaction contact form for each customer to the corresponding branch system 20 by operating the public key K3 in FIG. On the side of the sales office that receives this, the transaction contact form can be confirmed, printed out, and sent to the corresponding customer (S12 in FIG. 4). On the other hand, in the headquarters system 10, the control unit 11 causes the storage unit 14 to store the transaction contact form and its transmission status to the sales office side, as in the case of the solicitation document. As a result, the activity related to the transaction of the corresponding matter ends.

According to the above CRM system 1, the content of the private placement structured bond, which can be prepared after many discussions with the arranger, is automatically determined from the e-mail, and the data (private placement structured bond information) can be created by the headquarters system 10 as As a result, the head office system 10 can make the content of the privately placed structured bond available only to the selected sales office (sales office system 20) to carry out its sales activities. At this time, the sales office system 20 and the headquarters system 10 also manage the solicitation limit required for the privately placed bonds.

In addition, since the solicitation documents and transaction contact forms are properly prepared based on the private placement structured bond information, they are error-free and can be properly managed by the head office. Since the contents of these items and the status of their transmission to the sales office are also stored in the storage unit 14, it is possible to calculate these information later when confirming whether or not the sales activities have been carried out properly. can. In addition, not only the presentation of solicitation documents and transaction contact forms, but also the sales office side that actually conducts sales activities uses the sales office system 20 that operates as described above, so that all data, etc. presented to customers can be sent to the headquarters. It is accurate because it is based on data properly obtained from the side. This also facilitates sales activities. For this reason, it is possible to efficiently carry out sales activities especially for privately placed structured bonds.

In the above example, the privately placed structured bonds are EB bonds, but the same applies to other types of privately placed structured bonds. In this case, each item in the private placement structured bond information (each item in FIG. 5, etc.) is appropriately set according to its contents.

The present invention has been described above based on the embodiments. It should be understood by those skilled in the art that this embodiment is an example, and that various modifications can be made to the combination of each component, and that such modifications are within the scope of the present invention.

1 Customer information management (CRM) system (financial institution sales support system)
10 headquarters system 11 control unit (headquarters side control unit)
12 Operation unit (operation unit on headquarters side)
13 Display unit (headquarters side display unit)
14 Storage unit (Headquarters side storage unit)
15 network connection units 16, 26 in-house network connection unit 17 character information recognition unit 20 sales office system 21 control unit (sales office side control unit)
22 operation unit (operation unit on the sales office side)
23 Display unit (display unit on the branch side)
24 storage unit (store side storage unit)
100 Arranger PC
200 headquarters PC
300 Mail server K1 Solicitation document creation key K2 Approval key K3 Public key N Network

Claims (9)

A head office system that allows the sales of privately placed structured bonds created through consultation between the arranger and the head office under the control of the orderer, and a plurality of sales offices that are connected to the head office system and receive orders for the private placement structured bonds. A CRM system comprising:
The headquarters system
By searching the contents of e-mails sent and received between the arranger and the head office, the sales are made by creating private placement structured bond information specifying the details of the private placement structured bonds and solicitation documents for the private placement structured bonds. Sent to the branch system, received business information, which is information on the solicitation and ordering of the private placement structured bonds, from the sales branch system, and calculated the total number of the solicitations and orders based on all the received business information. a headquarters-side control unit requesting approval by the orderer for the sale of the private placement structured bond above;
a headquarters-side storage unit that stores the content of the e-mail;
and
The branch system is
a business branch side display section displaying the content of the privately placed structured bond and the solicitation document;
After the content of the private placement structured bond is displayed on the display unit on the side of the business branch based on the received information of the private placement structured bond, the sales information is created and the sales information is transmitted to the headquarters system. Department and
A CRM system comprising: In the branch system,
The branch-side control unit is
2. The method according to claim 1, wherein the stock information of the target issue specified in the private placement structured bond is obtained, and the stock information is displayed on the sales office side display section together with the content of the private placement structured bond. CRM system. In the headquarters system,
As a result of confirming the stock information of the target issue specified in the private placement structured bond, the headquarters-side control unit transmits the sales information when the approval cannot be given because the private placement structured bond cannot be sold. 3. The CRM system according to claim 1, wherein a warning is sent to said branch system. In the headquarters system,
The headquarters-side control unit
4. The method according to any one of claims 1 to 3, wherein the solicitation document created in the past and the state of transmission of the solicitation document to the sales office system are stored in the headquarters side storage unit. CRM system as described. The headquarters system
Equipped with a headquarters-side display section for displaying the content of the private placement structured bond,
The headquarters-side control unit displays the status of the solicitation and the order for each branch system based on the business information received in response to the private placement structured bond, and the status of the solicitation and the order. 5. The CRM system according to any one of claims 1 to 4, wherein the total number is displayed. In the headquarters system,
After giving the approval, the headquarters-side control unit creates a transaction contact form for the sale of the approved private placement structured bond, displays the transaction contact form on the headquarters-side display unit, and 6. The CRM system according to claim 5, which transmits to a store system. In the headquarters system,
The headquarters-side control unit
7. The CRM system according to claim 6, wherein the transaction contact form created in the past and the status of transmission of the transaction contact form to the sales office system are stored in the head office storage unit. In the headquarters system,
The headquarters-side control unit
When a plurality of the private placement structured bonds are created, specifying the private placement structured bond with the highest interest rate among the plurality of the private placement structured bonds based on the private placement structured bond information and displaying the private placement structured bond on the display unit on the head office side. CRM system according to any one of claims 5 to 7, characterized in that: The private placement structured bond is an EB bond,
9. A method according to any one of claims 1 to 8, wherein the privately placed structured bond information includes at least target shares of the EB bond, information on interest rate setting, and information on redemption conditions. CRM system.

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