A method for real-time recommendation of financial products
A financial product and real-time recommendation technology, applied in finance, instruments, data processing applications, etc., can solve problems such as wasting labor costs and failing to recommend customers for financial products
Active Publication Date: 2022-02-18
GUANGZHOU INST OF TECH
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Problems solved by technology
[0004] Most of the existing financial product recommendations rely on manual recommendation, which wastes labor costs, and it is difficult to familiarize and grasp the customer's preference for financial products in a short period of time, so it is impossible to accurately recommend the financial products that customers need and prefer to customers
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[0029] In order to further understand the content, features and effects of the present invention, the following examples are given, and detailed descriptions are given below with reference to the accompanying drawings.
[0030] The structure of the present invention will be described in detail below in conjunction with the accompanying drawings.
[0031] Such as figure 1 As shown, the financial product real-time recommendation method provided by the embodiment of the present invention includes the following steps:
[0032] S101, summarize the types of financial products in the current market; investigate the financial products used by the public;
[0033] S102, classify the financial products according to the frequency of public use from more to less and the quality of each financial product;
[0034] S103, analyzing which financial products are suitable for individual customers;
[0035] S104, comparing the suitable financial products with the gradients of financial produc...
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The invention belongs to the technical field of financial products and discloses a real-time recommendation method for financial products. The method includes the following steps. First, the types of financial products are summarized, and the types of financial products in the current market are summarized; second, the frequency of use of various financial products is investigated, and the financial products used by the public are investigated; Product gradient classification, which classifies financial products according to the frequency of public use from more to less and the quality of each financial product; fourth, conducts an analysis of suitable financial products for customers, and analyzes which financial products are suitable for individual customers; fifth, For the comparison of financial products, the suitable financial products are compared against the gradient of financial products, and the best is selected. The invention integrates various financial products and makes targeted recommendations to target customers, optimizing the effect on customers and maximizing customer benefits.
Description
technical field [0001] The invention belongs to the technical field of financial products, and in particular relates to a real-time recommendation method for financial products. Background technique [0002] Most of the existing financial product recommendations rely on manual recommendation, which wastes labor costs, and it is difficult to familiarize and grasp the customer's preference for financial products in a short period of time, so it is impossible to accurately recommend the financial products that customers need and prefer. client. There are some recommendation models in the Internet and telecommunications industry, such as the product portfolio recommendation model, etc. These recommendation models are for Internet and e-commerce products or services, and are not suitable for product recommendations in the financial field. Considering factors such as cost, timeliness, and accuracy, it is necessary to use an efficient financial product recommendation algorithm to ...
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IPC IPC(8): G06F16/9535G06Q30/06G06Q40/06
Inventor 余萍
Owner GUANGZHOU INST OF TECH