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Fund analysis method and system based on curved surface wrist-worn bank electronic equipment

A technology of electronic equipment and analysis methods, applied in finance, instruments, data processing applications, etc.

Inactive Publication Date: 2014-12-17
深圳前海川谷信息技术有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0014] The embodiment of the present invention provides a fund analysis method and system based on a curved wrist-worn bank electronic device to solve the problem that bank employees can know in real time whether the customer has fund needs and provide professional services in real time when serving customers

Method used

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  • Fund analysis method and system based on curved surface wrist-worn bank electronic equipment
  • Fund analysis method and system based on curved surface wrist-worn bank electronic equipment
  • Fund analysis method and system based on curved surface wrist-worn bank electronic equipment

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Embodiment 2

[0060] Embodiment 2 The fund analysis method and system based on the curved surface wrist-worn electronic banking device.

[0061] Such as figure 2 As shown, the application steps of the fund analysis method and system based on the curved wrist-worn bank electronic device in the embodiment of the present invention are as follows.

[0062] Step 1. The bank lobby manager enters the bank outlet, puts the wrist-worn banking electronic device based on the curved surface on the positioning seat to check and set the reference position.

[0063] Step 2. The fund information server extracts the fund information of the day from the fund company and the fund service website.

[0064] Step 3. The bank lobby manager guides the customer to withdraw cash from the self-service teller machine, and the curved wrist-worn banking electronic device sends its location information to the banking server.

[0065] Step 4. The banking service server checks whether the customer who is operating the se...

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Abstract

The invention discloses a fund analysis method and system based on curved surface wrist-worn bank electronic equipment. The fund analysis system comprises the curved surface wrist-worn bank electronic equipment, a bank business server, a fund diagnosis server, a fund message server and a positioning seat, wherein the curved surface wrist-worn bank electronic equipment is used for positioning the position of a wrist and a wrist movement locus and receives fund marketing guidance; the bank business server is used for doing bank business, extracting the real-time working data of bank equipment, and setting a bank business work flow; the fund diagnosis server is used for obtaining client information in the real-time working data of the bank equipment near the position of the wrist from the bank business server according to the position of the wrist; according to the client information, the personal information, the fund owning situation, the profit and loss situation, the purchasing record and the purchasing preference of the client are obtained from the bank business server; according to a fund code of the client, each item of data of the owned fund of the client is obtained from the fund message server; the fund message server is used for extracting the fund data from a fund company and a fund service network; and the positioning seat is used for correcting and setting a reference position.

Description

technical field [0001] The invention relates to the technical field of curved-surface wrist-worn bank electronic equipment, in particular to a fund analysis method and system based on curved-surface wrist-worn electronic bank equipment. Background technique [0002] So far, the stock market has been down for 7 years. Many fund customers urgently need to find a set of professional guidance. For banks, if they can provide customers with targeted professional advice on funds, it will help provide better fund services and improve Operating results. [0003] However, in the daily contact with customers, it is difficult for bank employees to know the fund situation of the customers they serve in real time, and it is impossible to provide customers with high-quality fund services. [0004] There is a "rule of 4433" in the fund industry, which is to use time to test the past medium and long-term performance of the fund. From the performance of a long period of time (including 1 ...

Claims

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Application Information

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IPC IPC(8): G06Q40/04G06Q40/06
Inventor 谭希韬
Owner 深圳前海川谷信息技术有限公司
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