Configuring method for accelerating finance advisory service
A consulting service, financial technology, applied in the field of financial consulting, can solve problems such as abuse, limitation, etc.
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[0038] FIG. 1 illustrates an embodiment of an information flow diagram 100 disclosed in accordance with the present invention. Entities in the information flow diagram include: Financial Services Client 102, Trusted Advisor 104 (ie, Relationship Trusted Advisor), Financial Services Advisor 106, and Decision Assistance Platform 108 (ie, System). Communication of information (eg, client background information and / or client-specific counseling information) is performed between financial services client 102 and trusted advisor 104 . Similarly, communication of information (eg, client background information and / or client-specific counseling information) is performed between trusted advisor 104 , financial services advisor 106 , and decision assistance platform 108 .
[0039] In the embodiment of information flow diagram 100 shown in FIG. A direct interaction occurs. In another embodiment (not specifically shown), the trusted advisor 104 and the financial services advisor are the ...
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