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Client management system suitable for financial intermediary industry

A customer management and intermediary technology, applied in finance, data processing applications, instruments, etc., can solve problems such as difficult customer management, sales management, and slow efficiency, and achieve the effect of improving work efficiency and reducing operating costs

Active Publication Date: 2019-03-19
杭州奕奕网络科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] However, there are common pain points in the financial intermediary industry, such as customer management, sales management, and data and people management. It is necessary to follow up customers in real time, update products, etc.
At present, financial intermediaries still use the traditional customer management system, which is managed manually, which is slow in efficiency and chaotic in management

Method used

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  • Client management system suitable for financial intermediary industry
  • Client management system suitable for financial intermediary industry
  • Client management system suitable for financial intermediary industry

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0037] A customer management system suitable for financial intermediary industry, see figure 1 , including the intermediary side and the channel side: the operation process of the system can be found in figure 2 ,include:

[0038] S1: The intermediary terminal receives and saves the financial product information input by the intermediary user, and builds a product database;

[0039] Wherein, the financial product information includes one or more combinations of the following data:

[0040] Channel manager name, institution type, institution name, service area, product type, product label, product key points, product description, monthly interest rate, term, amount, repayment period, application conditions, application materials and remarks;

[0041] Specifically, the channel manager is the contact person of the fund channel, and the institution type is the fund type, including banks, institutions, and individuals. The name of the institution is the name of the funder. Pro...

Embodiment 2

[0060] Embodiment 2 On the basis of other embodiments, the following content is added:

[0061] The intermediary terminal is also used to receive product operation instructions from intermediary users, and to modify or delete financial product information in the product database

[0062] Specifically, the intermediary user can update the financial product information in the product database at any time. If the financial product information stops selling, the product can be deleted from the product database. If the financial product information changes, the product can be modified in the product database.

[0063] Preferably, see image 3 , the operation of the intermediary terminal in the process of generating incoming records is as follows:

[0064] S11: The intermediary terminal receives an intermediary user's import request for a financial product information in the product database, and selects a customer information from the customer database as the customer informatio...

Embodiment 3

[0077] Embodiment 3 On the basis of other embodiments, the following content is added:

[0078] In the system, the intermediary end receives channel information input by the intermediary user, and constructs a channel database; receives a channel cancellation instruction input by the intermediary user, and cancels the cooperation of the specified channel information in the channel database;

[0079] Specifically, the channel information is funder information. When a channel does not cooperate, the channel information can be deleted in the channel database, and the cooperation with the channel information can be cancelled.

[0080] The channel information includes one or more combinations of the following data:

[0081] Channel manager name, account status, position, institution name, institution type, business scope, service area, disbursement amount, adding time and adding person.

[0082] Specifically, the system can also associate follow-up information with channel inform...

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Abstract

The invention provides a client management system suitable for the financial agent industry. An agent end constructs a product database and a client database; a delivery incoming request proposed by an intermediary user for financial product information in the product database is received, to-be-delivered client information in the delivery incoming request is read, a delivery incoming record of the to-be-delivered client information is generated, and the client database is updated according to the delivery incoming record of the to-be-delivered client information; and the channel end receivesthe incoming record and carries out classification management on the incoming record. The system provides bank loaning resource information for the intermediary end, provides intermediary agent channel resources for the channel end, can help the financial intermediary to automatically manage clients, reduces the operation cost of intermediary companies, and improves the working efficiency. On-lineinformation and resource integration is carried out on the upstream and downstream supply and demand relation of the industry, the upstream and downstream supply and demand relation is broken through, the problem of information resource asymmetry is solved, and a user is helped to reduce financing cost and improve financing efficiency.

Description

technical field [0001] The invention belongs to the technical field of financial management tools, and in particular relates to a customer management system applicable to the financial intermediary industry. Background technique [0002] In recent years, with the development of the economy, people's capital needs have become higher and higher, such as housing loans, car loans, credit, corporate financing, and so on. Most of the financial services of banks are provided by financial intermediaries. On the one hand, financial intermediaries can help or solve the financing difficulties and troublesome problems of some individuals and enterprises, and provide diversified choices and professional guidance and suggestions for individuals or enterprises. On the other hand, financial intermediaries can also help banks or capital units reduce or reduce operating costs and improve work efficiency. [0003] However, there are common pain points in the financial intermediary industry, s...

Claims

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Application Information

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IPC IPC(8): G06Q40/06
CPCG06Q40/06
Inventor 范志勇
Owner 杭州奕奕网络科技有限公司
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