Self-service account opening system and self-service account opening method
A server system and customer technology, applied in instruments, finance, data processing applications, etc., can solve the problem that investors are not easy to distinguish the legality of wealth management agencies, so as to reduce the cost burden of outlets and the risk of repeated construction, shorten the time, The effect of simplifying the process of opening an investment account
Inactive Publication Date: 2016-03-02
孙大利
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Problems solved by technology
[0004] 1. Investors need to search for various financial products to obtain relevant information
[0005] 2. Investors must go to the agency designated by the financial product to open an account, and it is not easy for investors to distinguish the legitimacy of the financial agency
[0006] 3. Investors must manually fill in their ID card information, bank card information, and other contact information
[0007] 4. When opening an account, there must be counter staff to confirm the information filled in by the investor and verify the identity of the investor
[0008] 5. Account opening process Investors must go to two places to complete the account opening process (the agency designated by the wealth management product and the outlet of the bound bank)
Method used
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[0070] The present invention will be further described in detail below in conjunction with the accompanying drawings and embodiments.
[0071] A self-service account opening system described in the present invention is as follows: image 3 As shown, the self-service account-opening teller machines scattered in different areas are connected to the server system through wired or wireless routers in the wide area network; the self-service account-opening teller machine is the terminal device of the self-service account-opening system for interaction with customers; the server system communicates All links are configured with TSL, including:
[0072] There are at least two account opening servers, used to store or call the account opening database, for dual-machine fault-tolerant synchronization.
[0073] The monitoring server is used to run and save the automatic update components of the server system, update the files required by each self-service account-opening teller machine...
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The invention relates to a self-service account opening system and a self-service account opening method thereof, in particular to a system for clients to open accounts in a self-service manner and a self-service account opening method for the system. Self-service account opening automatic teller machines arranged in different regions in a scattered manner are connected with a server system in a wide area network via wired or wireless route equipment; and the self-service account opening automatic teller machines are terminal equipment of the self-service account opening system and are used for being interacted with the clients. The invention further discloses the self-service account opening method realized by the aid of the self-service account opening automatic teller machines. Problems in a present financial product account opening flow are resolved, investment account opening flow is simplified, investors can conveniently open accounts of financial products, cost burden and repeated construction risks of branches of financial product business enterprises are relieved, and accordingly the investors and the financial product business enterprises are benefited.
Description
technical field [0001] The invention relates to a self-service account opening system and a self-service account opening method, in particular to a system and a self-service account opening method for customers to handle account opening business by themselves. Background technique [0002] At present, in the financial market, there are many wealth management products for investors to choose from. Although the nature of each investment and wealth management product is different, the procedures for investors to open an account are roughly the same. figure 1 Summarizes the current generally used process of opening an account for investment and wealth management products. [0003] There are several problems with this process: [0004] 1. Investors need to search for various financial products to obtain relevant information. [0005] 2. Investors must go to the agency designated by the financial product to open an account, and it is not easy for investors to distinguish the le...
Claims
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IPC IPC(8): G06Q40/06
Inventor 孙大利
Owner 孙大利