{"id":2488,"date":"2018-07-19T07:41:19","date_gmt":"2018-07-18T21:41:19","guid":{"rendered":"https:\/\/www.xencio.com\/cn\/?p=2488\/"},"modified":"2019-08-27T09:37:52","modified_gmt":"2019-08-26T23:37:52","slug":"whats-on-my-cfa","status":"publish","type":"post","link":"https:\/\/www.xencio.com\/cn\/%e8%a7%81%e7%9f%a5%e5%8d%9a%e5%ae%a2\/whats-on-my-cfa\/","title":{"rendered":"what’s on my CFA"},"content":{"rendered":"

[vc_row type=”vc_default” css=”.vc_custom_1534757346043{padding-bottom: 40px !important;}”][vc_column][vc_column_text]CFA\uff08Cash Flow Analytics \uff09\u662f\u89c1\u77e5\u63a8\u51fa\u7684\u4f01\u4e1a\u8d22\u8d44\u5206\u6790\u7cfb\u7edf \uff0c\u6700\u7ec8\u76ee\u7684\u662f\u6210\u4e3a\u4f01\u4e1a\u8d44\u91d1\u5206\u6790\u7684\u667a\u80fd\u5de5\u5177\u3002\u4f46\u662f\u9762\u5bf9\u7eb7\u7e41\u590d\u6742\u6570\u4ee5\u4e07\u8ba1\u7684\u4f01\u4e1a\u73b0\u91d1\u60c5\u51b5\u60f3\u6253\u9020\u51fa\u4e00\u4e2a\u5168\u9762\u7684\u4e13\u5bb6\u7cfb\u7edf\u9700\u8981\u5de8\u5927\u7684\u7ecf\u6d4e\u548c\u65f6\u95f4\u6210\u672c\uff0c\u5c31\u50cf\u73b0\u5728\u5f88\u706b\u7684\u65e0\u4eba\u9a7e\u9a76\u884c\u4e1a\u6295\u5165\u4e86\u5343\u4ebf\u7ea7\u7684\u8d44\u91d1\u4e5f\u6ca1\u6709\u4e00\u6b3e\u4ea7\u54c1\u7ea7\u7684\u6c7d\u8f66\u51fa\u73b0\u5728\u6211\u4eec\u89c6\u91ce\u4e2d\u3002\u9762\u5bf9\u8fd9\u79cd\u60c5\u51b5\u5e94\u8be5\u600e\u4e48\u529e\u5462\uff1f\u5728\u6c7d\u8f66\u9886\u57df\u6765\u770b\u5b83\u7684\u63a7\u5236\u7cfb\u7edf\u53d1\u5c55\u53ef\u4ee5\u5206\u4e3a\u56db\u4e2a\u9636\u6bb5\uff1a\u673a\u68b0\u63a7\u5236\u3001\u89e6\u6478\u677f\u63a7\u5236\uff08\u4e00\u952e\u542f\u52a8\uff09\u3001\u8f85\u52a9\u9a7e\u9a76\u7cfb\u7edf\uff08\u81ea\u52a8\u5de1\u822a\u3001Autopilot \uff09\uff0c\u65e0\u4eba\u9a7e\u9a76\u3002\u5bf9\u6bd4\u4ed6\u4eec\u6211\u4eec\u7684CFA\u5f88\u7c7b\u4f3c\uff0c\u5982\u679c\u628a\u4f01\u4e1a\u8d22\u52a1\u73b0\u5728\u666e\u904d\u4f7f\u7528\u7684\u7ba1\u7406\u5de5\u5177\u6bd4\u5982excel\u3001\u91d1\u8776\u7b49\u770b\u6210\u6c7d\u8f66\u63a7\u5236\u7684\u7b2c\u4e00\u9636\u6bb5\u7684\u8bdd\uff0c\u90a3\u4e48\u73b0\u5728CFA\u505a\u5230\u7684\u5c31\u662f\u7b2c\u4e8c\u9636\u6bb5\uff0c\u4e00\u952e\u81ea\u52a8\u751f\u6210\u5404\u79cd\u6570\u636e\u62a5\u8868\u3002\u672a\u6765\u6211\u4eec\u771f\u6b63\u60f3\u505a\u5230\u7684\u662f\u901a\u8fc7\u5f3a\u5927\u7684AI\u4e13\u5bb6\u7cfb\u7edf\u4e3a\u4f01\u4e1a\u63d0\u4f9b\u539f\u672c\u53ea\u6709\u5934\u90e8\u5927\u516c\u53f8\u624d\u80fd\u4eab\u53d7\u5230\u7684\u8d22\u8d44\u7ba1\u7406\u987e\u95ee\u7684\u670d\u52a1\uff0c\u8fd9\u76ee\u6807\u4e5f\u5c31\u76f8\u5f53\u4e0e\u6c7d\u8f66\u63a7\u5236\u7684\u7b2c\u56db\u6b65\u65e0\u4eba\u9a7e\u9a76\u3002\u7136\u800c\u65e0\u8bba\u662f\u65e0\u4eba\u9a7e\u9a76\u8fd8\u662f\u8d22\u8d44\u7ba1\u7406\u987e\u95ee\u90fd\u9700\u8981\u5e9e\u5927\u7684\u6570\u636e\u652f\u6301\u624d\u6709\u53ef\u80fd\u51c6\u786e\uff0c\u5c31\u50cf\u73b0\u4eca\u65e0\u4eba\u9a7e\u9a76\u9886\u57df\u7684\u5546\u7528\u7740\u773c\u70b9\u53cd\u800c\u5728\u7b2c\u4e09\u9636\u6bb5\u91cd\u70b9\u53d1\u5c55\u8ba1\u7b97\u673a\u8f85\u52a9\u9a7e\u9a76\u6280\u672f\uff0c\u8ba9\u8ba1\u7b97\u673a\u5728\u4eba\u7684\u534f\u52a9\u548c\u8c03\u6559\u4e0b\u79ef\u7d2f\u6570\u636e\uff0c\u8fed\u4ee3\u5347\u7ea7\u3002\u6211\u4eec\u7684CFA\u4e5f\u4e00\u6837\uff0c\u5728\u771f\u6b63\u7684\u667a\u80fd\u4e13\u5bb6\u7cfb\u7edf\u8fd8\u4e0d\u591f\u6210\u719f\u7684\u65f6\u5019\uff0c\u5982\u4f55\u5148\u6784\u5efa\u4e00\u4e2a\u8f85\u52a9\u8d22\u8d44\u5206\u6790\u987e\u95ee\u7cfb\u7edf\u8ba9\u7528\u6237\u548c\u6211\u4eec\u5171\u540c\u6253\u9020\u4e0b\u4e00\u4ee3\u7684\u4ea7\u54c1\u6210\u4e86\u4e00\u4e2a\u91cd\u8981\u7684\u8bfe\u9898\u3002\u8fd9\u4e2a\u65f6\u5019what’s on my screen\u8fd9\u4e2a\u529f\u80fd\u7ed9\u4e86\u6211\u4eec\u542f\u53d1\u3002<\/p>\n

what’s on my screen\u662f\u8c37\u6b4c\u524d\u4e24\u5e74\u53d1\u5e03\u624b\u673a\u65f6\u7684\u4e00\u4e2a\u529f\u80fd\uff0c\u5c31\u662f\u5f53\u4f60\u5728\u4efb\u4f55\u65f6\u5019\u547c\u51fa\u8fd9\u4e2a\u52a9\u624b\u7684\u65f6\u5019\u5b83\u90fd\u4f1a\u5206\u6790\u4f60\u5f53\u524d\u5c4f\u5e55\u4e0a\u7684\u56fe\u50cf\uff0c\u901a\u8fc7\u540e\u53f0\u7684\u667a\u80fd\u7cfb\u7edf\uff0c\u6839\u636e\u5185\u5bb9\u7684\u4e0d\u540c\u7ed9\u51fa\u7684\u63d0\u9192\u548c\u64cd\u4f5c\u5efa\u8bae\uff0c\u6bd4\u5982\u8bc6\u522b\u51fa\u5c4f\u5e55\u4e2d\u666f\u7269\u7684\u540d\u79f0\u6216\u8005\u8bc6\u522b\u5230\u4e00\u4e2a\u673a\u7968\u4fe1\u606f\u5e2e\u4f60\u6dfb\u52a0\u8fdb\u65e5\u7a0b\u8868\u7b49\u7b49\u3002CFA\u4e2d\u7684what’s on my CFA\u529f\u80fd\u548c\u5b83\u6709\u4e9b\u7c7b\u4f3c\uff0c\u5f53\u4f60\u5728\u67e5\u770bCFA\u4e2d\u7684\u4efb\u4f55\u4e00\u4e2a\u9875\u9762\u65f6\uff0c\u65e0\u8bba\u662f\u8d44\u91d1\u53f0\u8d26\u3001\u5ba1\u8ba1\u62a5\u544a\u8fd8\u662f\u6536\u652f\u5206\u6790\u7684\u65f6\u5019\uff0c\u90fd\u53ef\u4ee5\u81ea\u4e3b\u7684\u9009\u62e9\u6fc0\u6d3b\u8fd9\u4e2a\u667a\u80fd\u52a9\u624b\u529f\u80fd\u3002\u6fc0\u6d3b\u4e4b\u540e\u7cfb\u7edf\u4f1a\u628a\u5f53\u524d\u9875\u9762\u7684\u6240\u6709\u6570\u636e\u548c\u56fe\u8868\u53d1\u9001\u5230\u540e\u53f0\u7684\u4e13\u5bb6\u7cfb\u7edf\u505a\u667a\u80fd\u5206\u6790\uff0c\u627e\u51fa\u5e76\u8fd4\u56de\u4e00\u4e9b\u503c\u5f97\u6ce8\u610f\u7684\u5730\u65b9\u6216\u8005\u4e00\u4e9b\u64cd\u4f5c\u7684\u5efa\u8bae\uff0c\u6bd4\u5982xxx\u6708\u6536\u5165\u540c\u6bd4\u4e0b\u964d\u5f88\u591a\u9700\u8981\u5173\u6ce8\uff0c\u6216\u8005xxx\u4f01\u4e1a\u5e94\u4ed8\u8d26\u6b3e\u5df2\u8d8530\u5929\u662f\u5426\u50ac\u6536\u7b49\u7b49\u3002\u6211\u4eec\u5e0c\u671b\u662f\u5728\u9875\u9762\u5c3d\u53ef\u80fd\u4e00\u76ee\u4e86\u7136\u5c55\u793a\u5ba2\u89c2\u5b8c\u6574\u6570\u636e\u7684\u57fa\u7840\u4e0a\uff0c\u53d1\u6325\u6211\u4eec\u5728\u8d22\u8d44\u5206\u6790\u9886\u57df\u7684\u4e13\u4e1a\u4f18\u52bf\uff0c\u901a\u8fc7AI\u667a\u80fd\u6280\u672f\u5e2e\u52a9\u4f01\u4e1a\u7ba1\u7406\u4eba\u5458\u5feb\u901f\u4e86\u89e3\u4e00\u4e9b\u8868\u5c42\u6570\u636e\u4e0b\u7684\u4fe1\u606f\u3001\u8fdb\u884c\u8f85\u52a9\u51b3\u7b56\u7684\u5efa\u8bae\uff0c\u6216\u8005\u4e0b\u4e00\u6b65\u64cd\u4f5c\u7684\u5feb\u901f\u5165\u53e3\u7b49\u7b49\u3002what’s on my CFA\u5bf9\u6bd4\u5176\u5b83\u7684\u4e13\u5bb6\u7cfb\u7edf\u4e00\u4e2a\u5f88\u91cd\u8981\u7684\u7279\u70b9\u5c31\u662f\u5c0a\u91cd\u4eba\u7684\u7ecf\u9a8c\u3002\u5c31\u50cf\u6ca1\u4eba\u6562\u8bf4\u5b83\u5bb6\u7684\u65e0\u4eba\u9a7e\u9a76\u6280\u672f\u6bd4\u4eba\u597d\u4e00\u6837\u6211\u4eec\u76f8\u4fe1\u5728\u73b0\u9636\u6bb5\u65e0\u8bba\u54ea\u5bb6\u516c\u53f8\u7684\u4e13\u5bb6\u7cfb\u7edf\u90fd\u4e0d\u6562\u8bf4\u8d85\u8fc7\u4f01\u4e1a\u7ecf\u8425\u8005\u5bf9\u81ea\u5df1\u4f01\u4e1a\u7684\u4e86\u89e3\u3002\u73b0\u6709\u7684\u4e13\u5bb6\u7cfb\u7edf\u66f4\u591a\u7684\u662f\u57fa\u4e8e\u5386\u53f2\u7684\u7ecf\u9a8c\uff0c\u5b83\u66f4\u9002\u5408\u6807\u51c6\u901a\u7528\u4e8b\u4ef6\u7684\u5904\u7406\u3002\u800c\u5bf9\u4e8e\u6bcf\u4e2a\u4f01\u4e1a\u81ea\u8eab\u9519\u7efc\u590d\u6742\u7684\u60c5\u51b5\u5f88\u96be\u7ed9\u51fa\u4e2a\u6027\u5316\u7684\u5efa\u8bae\u3002\u5982\u679c\u6211\u4eec\u76f4\u63a5\u5728\u7cfb\u7edf\u9875\u9762\u4e0a\u7528\u901a\u7528\u7684\u5efa\u8bae\u53bb\u5f71\u54cd\u5c4f\u5e55\u524d\u7684\u4e13\u4e1a\u4eba\u5458\u7684\u8bdd\uff0c\u4e00\u65e6\u9519\u8bef\u4f1a\u7ed9\u5bf9\u65b9\u7559\u4e0b\u975e\u5e38\u4e0d\u597d\u7684\u5370\u8c61\uff0c\u4ece\u800c\u4ea7\u751f\u5bf9\u4e13\u5bb6\u7cfb\u7edf\u7684\u4e0d\u4fe1\u4efb\u5bfc\u81f4\u8d8a\u6765\u8d8a\u4e0d\u613f\u610f\u4f7f\u7528\u3002\u4f46\u662fwhat’s on my CFA\u5374\u4e0d\u540c\uff0c\u4f60\u51e0\u4e4e\u611f\u89c9\u4e0d\u5230\u5b83\u7684\u5b58\u5728\u9664\u975e\u4f60\u4e3b\u52a8\u8981\u6c42\u9700\u8981\u4e00\u4e9b\u63d0\u9192\u3002\u5b83\u5e76\u4e0d\u76f4\u63a5\u663e\u793a\u5728\u6570\u636e\u56fe\u6807\u9875\u9762\u4e0a\uff0c\u4f60\u5b8c\u5168\u53ef\u4ee5\u5148\u5bf9\u6570\u636e\u6709\u4f60\u81ea\u5df1\u7684\u5224\u65ad\u548c\u601d\u8003\u3002\u800c\u5f53\u4f60\u60f3\u8981\u4e00\u4e9b\u7075\u611f\u6216\u8005\u5e2e\u52a9\u7684\u65f6\u5019\u53ea\u8981\u7b80\u5355\u7684\u547c\u51fa\u5b83\uff0c\u53ef\u80fd\u51fa\u73b0\u7684\u662f\u4e00\u4e9b\u901a\u7528\u7684\u6570\u636e\u8ba1\u7b97\u7ed3\u679c\u6bd4\u5982\u5e73\u5747\u503c\u3001\u603b\u548c\uff0c\u4e5f\u53ef\u80fd\u662f\u4e00\u4e9b\u98ce\u9669\u63d0\u9192\u6216\u8005\u662f\u4e00\u4e9b\u884c\u4e1a\u6307\u6807\u5bf9\u6bd4\u3002\u6bcf\u4e2a\u4e0d\u540c\u7684\u9875\u9762\u5185\u5bb9\u90fd\u53ef\u80fd\u6709\u5b83\u4e0d\u540c\u7684\u7ed3\u679c\uff0c\u5f53\u7136\u8fd9\u4e9b\u63d0\u9192\u4e0d\u4e00\u5b9a\u90fd\u6709\u7528\u751a\u81f3\u8fd8\u53ef\u80fd\u548c\u4f60\u60f3\u7684\u51b3\u7b56\u65b9\u5411\u6709\u504f\u5dee\uff0c\u4f46\u662f\u5b83\u4ec5\u4ec5\u662f\u4e00\u4e9b\u989d\u5916\u7684\u4fe1\u606f\uff0c\u4f60\u53ef\u4ee5\u81ea\u4e3b\u9009\u62e9\u6709\u4ef7\u503c\u7684\u90e8\u5206\u4f7f\u7528\uff0c\u6216\u8005\u89c9\u5f97\u54ea\u4e2a\u5efa\u8bae\u4e0d\u9519\u987a\u624b\u70b9\u4e2a\u8d5e\u3002\u6211\u4eec\u7684\u540e\u53f0\u4f1a\u81ea\u52a8\u8bb0\u5f55\u8fd9\u4e9b\u884c\u4e3a\uff0c\u4ee5\u53ca\u4f60\u5728\u54ea\u4e9b\u9875\u9762\u66f4\u5e0c\u671b\u5f97\u5230\u4e00\u4e9b\u63d0\u9192\u548c\u5efa\u8bae\uff0c\u5229\u7528\u4e13\u4e1a\u7528\u6237\u7684\u81ea\u53d1\u884c\u4e3a\u4e0d\u65ad\u5b66\u4e60\u548c\u4f18\u5316\uff0c\u6700\u7ec8\u548c\u7528\u6237\u4e00\u8d77\u6253\u9020\u4e00\u4e2a\u5f3a\u5927\u7684\u4e13\u5bb6\u7cfb\u7edf\uff0c\u800c\u4e14\u662f\u66f4\u9002\u5408\u4e8e\u8fd9\u4e2a\u4f01\u4e1a\u7684\u4e13\u4e1a\u8d22\u8d44\u987e\u95ee\u3002<\/p>\n

what’s on my CFA\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u4e13\u5bb6\u7cfb\u7edf\uff0c\u6211\u4eec\u8fd8\u4f1a\u628a\u5b83\u5f00\u653e\u7ed9\u4f01\u4e1a\u8ba9\u6bcf\u4e2a\u4f01\u4e1a\u6839\u636e\u81ea\u8eab\u7684\u5b9e\u9645\u9700\u8981\u5b9a\u5236\u4e2a\u6027\u5316\u7684\u63d0\u9192\u3002\u5982\u679c\u518d\u63a5\u5165\u4f01\u4e1a\u5185\u90e8\u7684\u5176\u4ed6\u8bf8\u5982CRM\u3001OA\u7b49\u4fe1\u606f\u7cfb\u7edf\uff0c\u6216\u8bb8\u8001\u677f\u5728\u67e5\u770b\u6536\u652f\u5206\u7c7b\u7684\u65f6\u5019\u968f\u624b\u4e00\u70b9\u5c31\u4f1a\u63d0\u9192\u54ea\u4e2a\u9500\u552e\u7684\u56de\u6b3e\u7387\u6700\u9ad8\uff0c\u6216\u8005\u67d0\u4f4d\u5458\u5de5\u5728CFA\u4e0a\u8fde\u7eed\u64cd\u4f5c\u4e862\u4e2a\u5c0f\u65f6\u968f\u624b\u4e00\u70b9\u8df3\u51fa\u4e00\u6761\u4eba\u4e8b\u90e8\u95e8\u7684\u6e29\u99a8\u63d0\u9192\u201c\u60a8\u5df2\u8fde\u7eed\u5de5\u4f5c2\u4e2a\u5c0f\u65f6\uff0c\u559d\u676f\u5496\u5561\u653e\u677e\u4e00\u4e0b\u5427\u201d\uff0c\u8fd9\u4e9b\u90fd\u53ef\u4ee5\u8f7b\u677e\u914d\u7f6e\u3002\u5230\u65f6\u5019\u53ea\u662f\u4f60\u60f3\u4e0d\u5230\uff0c\u6ca1\u6709what’s on my CFA\u505a\u4e0d\u5230\u7684\u3002<\/p>\n

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