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Financial consultant intelligent management method

An intelligent management and consulting technology, applied in the computer field, can solve problems such as difficult work monitoring, low work efficiency, and difficulty in getting started with financial consultants

Inactive Publication Date: 2018-05-29
陈丽娜
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] The purpose of the present invention is to provide an intelligent management method for financial consultants to solve the problems of difficulty in getting started with financial consultants in the primary market, low work efficiency, difficult work monitoring, and complicated meeting procedures.

Method used

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  • Financial consultant intelligent management method
  • Financial consultant intelligent management method
  • Financial consultant intelligent management method

Examples

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Embodiment Construction

[0037] The specific implementation manners of the present invention will be further described in detail below in conjunction with the accompanying drawings and embodiments. The following examples are used to illustrate the present invention, but are not intended to limit the scope of the present invention.

[0038] Such as figure 1 As shown, a financial advisor intelligent management method provided in this embodiment includes: the server compares the projects in the financial advisor session with big data and algorithms to select high-quality and latest financing projects; the selected financing projects are professionally reviewed After signing the service agreement, it will be published in the special column of the financial advisor on the client side; the financial advisor selects the recommended financing project on the client terminal and submits a project claim request; the server reviews the qualifications of the financial advisor submitting the request, and confirms t...

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Abstract

The invention discloses a financial consultant intelligent management method. The latest high-quality financing project is screened out in projects of a financial consultant session according to big data comparison and an algorithm, and the financing project is published to a column of the financial consultant session of a client side through professional review after a service agreement is signed; when a financial consultant claims the project on the client side, the service side can judge whether the financial consultant can claim the project or not in many dimensions, so that the professional financial consultant claims the latest and optimal financing project, the service side can determine that the financial consultant has a business capability, and an accurate user behavior monitoring system of the financial consultant is built; the service side divides the financing progress state of the successfully claimed project in a project library of the financial consultant into the fourstates of to turn around, following up, completed and quitted to be monitored. The financial consultant can timely obtain needed project information, and then the work efficiency of the financial consultant is improved.

Description

technical field [0001] The invention relates to the field of computer technology, in particular to an intelligent management method for financial advisors. Background technique [0002] At present, the entry threshold for financial consultants in the primary market is very high, and those who meet the requirements to enter are not necessarily competent. Often due to insufficient social resources, they cannot really get started for many years. This has a lot to do with the current domestic environment that supports innovation and entrepreneurship. There are disadvantages, because if projects in the seed stage and angel stage cannot get timely help to quickly raise money, they may face entrepreneurial failure. However, some individuals who have accumulated a lot of contacts in the company and society, but with less academic background are more likely to facilitate transactions. Therefore, it is urgent to provide an intelligent management method for financial advisors, lower th...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/10G06Q40/00
CPCG06Q10/103G06Q40/125
Inventor 陈丽娜
Owner 陈丽娜
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