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A financial investment planning method and device based on intelligent voice

An intelligent voice and planning technology, applied in the field of Internet financial information, can solve problems such as failure of risk control, uneven service quality, loss of principal, etc., and achieve the effect of improving service quality and user experience

Inactive Publication Date: 2019-05-21
SHANGHAI PPDAI FINANCE INFORMATION SERVICE CO LTD
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] In order to solve the problems of the prior art, the embodiment of the present invention provides a financial investment planning method and system based on intelligent voice to overcome the lack of objectivity and neutrality in recommending financial products for users in the prior art, which is easy to mislead investors blindly Asset allocation leads to failure of risk control, loss of principal, uneven service quality, and inability to provide users with financial and investment consulting services 24 hours a day, etc.

Method used

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  • A financial investment planning method and device based on intelligent voice
  • A financial investment planning method and device based on intelligent voice
  • A financial investment planning method and device based on intelligent voice

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Embodiment Construction

[0059] In order to make the purpose, technical solutions and advantages of the present invention clearer, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only Some, but not all, embodiments of the 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.

[0060] figure 1 It is a flow chart of a financial investment planning method based on intelligent voice shown according to an exemplary embodiment, refer to figure 1 As shown, the method includes the following steps:

[0061] S1: Obtain the user's speech content about financial management needs, identify the speech content, and obtain text information in natural lang...

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Abstract

The invention discloses a financial investment planning method and system based on intelligent voice, and the method comprises the steps: obtaining the voice content of a user about a financial demand, carrying out the recognition of the voice content, and obtaining the text information of a natural language; Performing semantic analysis processing on the text information to obtain key information; According to the key information and a pre-constructed strategy algorithm model, determining an investment scheme and feeding the investment scheme back to the user; enabling The user to issue an investment instruction according to the investment scheme for investment; And carrying out tracking maintenance and adjustment on the investment scheme. By analyzing and calculating the voice content, the most appropriate investment scheme is recommended to the user, manual intervention is not needed, consultant services of financial investment problems can be provided for the user for 24 hours, a product most suitable for user requirements can be objectively recommended for the user, and the service quality is improved while the user experience is improved.

Description

technical field [0001] The present invention relates to the technical field of Internet financial information, in particular to a method and device for financial investment planning based on intelligent voice. Background technique [0002] In the traditional wealth management and investment system, merchants tend to recommend products based on their own interests, and recommend some products that are not suitable for user needs. Although there are risk warnings, they lack an objective and neutral position, which can easily mislead investors to blindly allocate assets and buy certain products. Risk control failure, loss of principal,. In addition, when an investment and financial advisor understands some basic information and risk tolerance of customers, if the professional ethics level is low, it will easily lead to the leakage of customer information and bring harm to customers. Moreover, the service quality of the traditional wealth management and investment system is sub...

Claims

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Application Information

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IPC IPC(8): G06Q40/06G06F17/27G10L15/26
Inventor 李瑾张俊
Owner SHANGHAI PPDAI FINANCE INFORMATION SERVICE CO LTD