Financial product marketing data statistical method and device

Abstract

The invention discloses a financial product marketing data statistical method and device, and the method comprises the steps of collecting financial product transaction information of a plurality of marketing channels, and wherein the financial product transaction information at least comprises the customer information of a financial product purchasing customer; based on a pre-constructed transaction information affiliation model, dividing the collected financial product transaction information into different marketing personnel affiliation classifications; collecting financial product transaction data of each customer under different marketing personnel affiliation classifications; and according to the financial product transaction data of each client under different marketing personnel affiliation classifications, performing statistics of financial product marketing data of different marketing personnel in a preset statistical time period. According to the invention, the financial product marketing data of different marketing personnel can be automatically counted according to the financial product transaction data of each client collected in real time, and the data statistics efficiency is greatly improved.

Description

technical field [0001] The invention relates to the field of software technology, in particular to a statistical method and device for financial product marketing data. Background technique [0002] This section is intended to provide a background or context to embodiments of the invention that are recited in the claims. The descriptions herein are not admitted to be prior art by inclusion in this section. [0003] As we all know, there are often multiple channels for the sales of bank wealth management products, for example, customers actively ask the branch tellers for offline purchases, or online purchases through mobile banking, online banking, and SMS. A wealth management manager is a staff member assigned by a bank to recommend various banking products to customers to formulate financial management and investment plans for customers. [0004] At present, the assessment of financial managers by major banks is basically manually entered into the transaction information...

AI Technical Summary

Problems solved by technology

[0008] In the embodiment of the present invention, a computer device is also provided to solve the technical problems of low accuracy, poor timeliness and incomplete information in the prior art that uses manual entry to count the marketing data of wealth management products of different marketing personnel. The computer device includes a memory, a processor, and a computer program stored on the memory and operable on the processor. When the processor executes the computer program, the statistical method for the marketing data of financial products mentioned above is realized.

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