Financial product distribution system, method and storage medium
A management system and product technology, applied in marketing, data processing applications, commerce, etc., can solve problems such as difficulty in controlling the sales volume and profitability of various distribution channels, maximize sales volume and profit, and solve the problem of sales volume and profitability. Effect
Inactive Publication Date: 2019-02-01
ONE CONNECT SMART TECH CO LTD SHENZHEN
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[0004] The main purpose of the present invention is to propose a wealth management product distribution system, method and storage medium, aiming to solve the technical problem that the wealth management distribution method in the prior art is difficult to control the sales volume and yield of each distribution channel
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[0028] The preferred embodiments of the present invention will be described below in conjunction with the accompanying drawings. It should be understood that the preferred embodiments described here are only used to illustrate and explain the present invention, and are not intended to limit the present invention, and in the absence of conflict, the present invention The embodiments and the features in the embodiments can be combined with each other.
[0029] The following embodiments of the present invention mainly provide a wealth management product distribution system. The system includes a front-end system, a distribution strategy configuration system connected to the front-end system, a distribution plan management system, and a distribution statistics system. After the product inventory information and product information, use the distribution strategy configuration system to configure the distribution strategy corresponding to each distribution channel according to the sa...
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The invention discloses a financial product distribution system. The financial product distribution system comprises a front system, a distribution strategy configuration system connected with the front system, a distribution plan management system and a distribution statistics system. Wherein, the front-end system is used for publishing inventory information and product information of the wealthmanagement products to be sold; the distribution strategy configuration system is used for configuring the distribution strategy corresponding to each distribution channel according to the sales capacity of each distribution channel, the inventory information and the product information; the distribution plan management system is used for configuring distribution plans of each distribution channelaccording to the distribution strategy; the distribution statistics system is used for statistics of sales volume and revenue value of each distribution channel. The invention also discloses a financial product distribution method and a storage medium. The invention solves the technical problem that the financing distribution mode in the prior art is difficult to control the sales volume and therate of return of each distribution channel.
Description
technical field [0001] The present invention relates to the technical field of financial product marketing, in particular to a financial product distribution system, method and storage medium. Background technique [0002] With the rapid development and popularization of the Internet, more and more enterprises have begun to build their own e-commerce platforms to adopt distribution strategies and expand existing business and sales capabilities. In addition, with the improvement of people's living standards and the rapid development of the social economy, in recent years, people's investment and financial management concepts have become more and more diversified, and financial management methods and tools have also gradually become diversified. In order to better cater to In order to meet the needs of users and maximize profits, they have gradually begun to use distribution methods to sell various financial products. [0003] At present, when the same wealth management produ...
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IPC IPC(8): G06Q30/02G06Q30/06
CPCG06Q30/02G06Q30/0201G06Q30/0601
Inventor 刘勇
Owner ONE CONNECT SMART TECH CO LTD SHENZHEN