Financial product purchasing method and device

A product and aspect technology, applied in the field of financial product purchasing methods and devices, can solve problems such as time-consuming and labor-intensive, and achieve the effect of saving time and energy and placing orders quickly

Pending Publication Date: 2022-02-08
BANK OF CHINA
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

When a customer determines that they need to purchase multiple wealth management products, they need to complete the order of the products one by one. There are a lot of repeated operations in the process of placing an order, which is time-consuming and laborious.

Method used

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  • Financial product purchasing method and device
  • Financial product purchasing method and device
  • Financial product purchasing method and device

Examples

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Embodiment Construction

[0025] In order to make the purpose, technical solutions and advantages of the embodiments of the present invention more clear, the embodiments of the present invention will be further described in detail below in conjunction with the accompanying drawings. Here, the exemplary embodiments and descriptions of the present invention are used to explain the present invention, but not to limit the present invention.

[0026] The embodiment of the present invention provides a method for purchasing wealth management products, such as figure 1 As shown, the method includes steps 101 to 105:

[0027] Step 101, receiving a customer's selection operation for multiple wealth management products.

[0028] Step 102, when the customer confirms to place an order for the selected multiple wealth management products, obtain the steps of placing an order for each wealth management product.

[0029] Step 103: Compare the order placing steps of multiple wealth management products, and determine ...

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PUM

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Abstract

The invention discloses a financial product purchasing method and device, and relates to the technical field of artificial intelligence, and the method comprises the steps: receiving the selection operation of a customer for a plurality of financial products; when the customer confirms to place an order for the plurality of selected financial products, obtaining an order placing step of each financial product; comparing ordering steps of a plurality of financial products, and determining same steps and distinguishing steps; according to the same step, the distinguishing step and a preset execution sequence of order placing steps, generating a comprehensive order placing step of the plurality of financial products, wherein in the comprehensive order placing step, the same steps of the plurality of financial products are combined into the same step; and according to each step in the comprehensive ordering step, prompting the client to complete ordering operation of a plurality of financial products one by one. According to the invention, a plurality of financial products can be placed quickly, repeated operation is reduced, and time and energy of customers are saved.

Description

technical field [0001] The present invention relates to the technical field of artificial intelligence, in particular to a method and device for purchasing wealth management products. 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] When mobile banking / online banking currently on the market provides customers with a wide variety of investment products, the product functions are usually independent of each other, such as deposits, funds, structured deposits, etc. When a customer determines that they need to purchase multiple wealth management products, they need to complete the ordering of the products one by one. There are a lot of repetitive operations in the ordering process, which is time-consuming and laborious. Contents of the invention [0004] An embodiment of the pr...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06G06Q30/06
CPCG06Q40/06G06Q30/0635
Inventor 陈熙付晖邱涛董杨瑞张洁慧
Owner BANK OF CHINA
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