System applied to general client investment finance

A technology of customer and customer service, applied in the investment system field of investment and wealth management of general customers, can solve the problems of lack of third-party supervision, reduced trust between customers and banks and securities companies, business processing efficiency, and opacity of the processing process and income trend. The effect of improving business efficiency, promoting sales and increasing trust

Inactive Publication Date: 2017-11-24
SHANXI DATONG UNIV
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0006] The embodiment of the present invention provides a system applied to investment and financial management of general customers, which is used to solve the opacity of the handling process and income trend and the lack of third-party supervision when general customers conduct financial management and investment through banks or securities companies in the prior art , reducing the trust between the customer and the bank securities company and the problem of business handling efficiency

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  • System applied to general client investment finance

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Embodiment Construction

[0034] 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.

[0035] figure 1 It is a functional block diagram of a system applied to investment and wealth management of general customers provided by the embodiment of the present invention. Such as figure 1 As shown, the system includes: a customer service terminal 1, a bank terminal 2, a securities company terminal 3 and a supervision terminal 4.

[0036] Specifically, the client server 1 includes: an investment and wealth management information preview module 11 , a fi...

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Abstract

The invention discloses a system applied to investment and wealth management of general customers, and relates to the technical field of financial investment and wealth management. The system includes: customer service terminal, bank wealth management terminal, securities company wealth management terminal and supervision terminal. In the present invention, customers are graded according to the assessment and evaluation of the ability to resist risks, and by recommending suitable investment and wealth management products to general customers of different risk levels, and showing the flow direction of their investment funds, the transparency of the financial media investment process is realized for customers; by setting supervision The terminal supervises the flow of funds in customer accounts, the income level and commission status of banks and securities companies, the level of customer service and feedback status, which ensures the safety of investment behaviors of customers, banks and securities companies, and increases the relationship between general customers and bank securities companies. To improve the trust between customers, improve the efficiency of business handling, promote the sales of wealth management products of financial institutions and the investment enthusiasm of general customers.

Description

technical field [0001] The invention relates to the technical field of investment in financial wealth management products, and more specifically relates to an investment system applied to investment and wealth management of general customers (non-enterprises). Background technique [0002] With the continuous development of society and economy, residents' concept of financial management has become popular, and various financial management channels and products have also emerged. Financial financial products such as funds, bonds, stocks, and stock index futures have become the most common financial management products for ordinary investors. one of the ways. Among them, securities is a general term for a variety of economic rights and interests certificates, and also refers to special types of products. It is a legal certificate used to prove a certain specific rights and interests enjoyed by bond holders. It mainly includes capital securities, currency securities and commodi...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06
CPCG06Q40/06
Inventor 潘丽霞王靖
Owner SHANXI DATONG UNIV
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