Banking asset management system
An asset management system and technology in the banking industry, applied in the field of banking asset management systems, can solve problems such as customer dissatisfaction, lack of professionalism and consistency in investment management services, asset management plan services that cannot highly meet customer needs, etc., and achieve high returns. , avoid professionalism and consistency, improve the effect of customer satisfaction
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[0030] The following will clearly and completely describe the technical solutions in the embodiments of the present invention with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the protection scope of the present invention.
[0031] see figure 1 , the embodiment of the present invention discloses a banking asset management system, aiming to establish asset management plan services that better meet customer needs and improve customer satisfaction, including:
[0032] The income and expenditure situation retrieval unit 10 is used to retrieve and output the customer's financial and income situation after receiving the first request instruction;
[0033] The risk tolerance retrieval u...
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