Customer-specific marketing strategy generation system based on social platform labeling result and method thereof

TWI942241BActive Publication Date: 2026-10-11CHANG HWA BANK
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Patent Information

Application Number
TW114115352
Authority / Receiving Office
TW · TW
Patent Type
Patents
Current Assignee / Owner
Filing Date
2025-04-23
Publication Date
2026-10-11
Estimated Expiration
2045-04-22

Smart Images

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    Figure TWG2TB001915418_003
Patent Text Reader

Abstract

A customer-specific marketing strategy generation system and method based on social media platform tagging results are disclosed. When a smart device accesses financial product marketing information provided by a social media platform, a tag and data analysis server stores the corresponding identity information and preference tags. When generating personalized financial product marketing information, the preference tags, corresponding basic information, and historical financial transaction data are analyzed to obtain tag analysis results and attribute analysis results, respectively. The attribute analysis results are used to obtain financial product information and product characteristics. The financial product information is further filtered based on the tag analysis results. Based on the marketing methods in the basic information, personalized financial product marketing information specific to the identity information is generated and fed back to the smart device. This achieves the technical effect of improving marketing efficiency and accuracy by providing personalized financial product marketing through social media platforms.
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Claims

1. A customer-specific marketing strategy generation system based on social media platform labeling results, the system comprising: a smart device, which installs and runs a social media platform application, the social media platform application being bound to identity information, triggering and providing a labeling instruction corresponding to the financial product marketing information when a financial product marketing information received and displayed by the social media platform application is viewed, the social media platform application receiving and displaying personalized financial product marketing information; a social media platform, which records each piece of financial product marketing information and at least one corresponding preference tag, and when the labeling instruction is obtained from the social media platform application, establishing an association between the identity information bound to the social media platform application and the at least one preference tag corresponding to the financial product marketing information, through an application programming interface (API). An API provides the identity information and at least one preference tag for establishing an association, receives exclusive financial product marketing information corresponding to the identity information through the application interface, and provides the exclusive financial product marketing information to the social platform application corresponding to the identity information; a bank customer data server has a customer database corresponding to storing identity information, basic information, and historical financial transaction data, and when receiving the identity information, queries and provides the basic information and historical financial transaction data corresponding to the received identity information from the customer database; a financial product data server has a financial product database corresponding to storing financial product information and product properties, and when receiving an attribute analysis result, queries and provides the product properties including the financial product information and product properties corresponding to the attribute analysis result from the financial product database; and a tag and data analysis server, wherein the tag and data analysis server further includes: A transmission module obtains the associated identity information and at least one preference tag from the social media platform through the application interface, provides the identity information to the bank customer data server, receives the basic information and historical financial transaction data corresponding to the identity information from the bank customer data server, provides the attribute analysis results to the financial product data server, receives the financial product information and product properties corresponding to the attribute analysis results from the financial product data server, and provides exclusive financial product marketing information specific to the identity information to the social media platform through the application interface; a tag creation module stores the identity information and at least one preference tag in a tag database; a selection and query module selects the identity information from the tag database and queries the corresponding at least one preference tag.A tag analysis module analyzes the queried at least one preference tag to obtain a tag analysis result; an attribute analysis module performs attribute analysis on the basic information and the historical financial transaction data to obtain an attribute analysis result; and a dedicated marketing information generation module filters out the financial product information whose product properties contain the tag analysis result, and generates dedicated financial product marketing information specific to the identity information based on the marketing methods in the basic information.

2. The customer-specific marketing strategy generation system based on social platform labeling results as described in claim 1, wherein when the exclusive financial product marketing information received and displayed by the social platform application is viewed, a discount request corresponding to the exclusive financial product marketing information is triggered and provided to the social platform. When the validity period of the discount request is verified, the social platform grants the social platform application the corresponding discount points based on the discount request.

3. The customer-specific marketing strategy generation system based on social media platform tagging results as described in claim 1, wherein when the exclusive financial product marketing information received and displayed by the social media platform application is viewed, a counting request corresponding to the exclusive financial product marketing information is triggered and provided to the social media platform. The social media platform then provides the counting request to the tag and data analysis server through the application interface. The tag and data analysis server further includes a discount and counting module that accumulates the number of views corresponding to the identity information. Based on the number of views, a discount response corresponding to a threshold is fed back to the social media platform through the application interface. The social media platform gives the social media platform application corresponding discount points based on the discount response.

4. The customer-specific marketing strategy generation system based on social media platform labeling results as described in claim 1, wherein when the exclusive financial product marketing information received and displayed by the social media platform application is viewed, a discount request corresponding to the exclusive financial product marketing information is triggered and provided to the social media platform. The social media platform then provides the discount request to a financial product trading server through the application interface. When the identity information included in the discount request and the financial product transaction of the exclusive financial product marketing information are verified, the financial product trading server sends a discount response back to the social media platform through the application interface. The social media platform grants the corresponding discount points to the social media platform application based on the discount response.

5. The customer-specific marketing strategy generation system based on social media platform labeling results as described in claim 1, wherein when the exclusive financial product marketing information received and displayed in the social media platform application is viewed, a discount request corresponding to the exclusive financial product marketing information is triggered and provided to the social media platform. The social media platform then provides the discount request to a financial product trading server through the application interface. When the identity information included in the discount request and the financial product transaction of the exclusive financial product marketing information pass verification, a number of transactions of the identity information and the exclusive financial product marketing information are confirmed. The financial product trading server feeds back a discount response corresponding to a threshold threshold to the social media platform based on the number of transactions through the application interface. The social media platform gives the corresponding discount points to the social media platform application based on the discount response.

6. A method for generating customer-specific marketing strategies based on social media platform labeling results, comprising the following steps: A bank customer data server has a customer database corresponding to storing identity information, basic information, and historical financial transaction data; A financial product data server has a financial product database corresponding to storing financial product information and product characteristics; A smart device installs and executes a social media platform application, the social media platform application being bound to identity information; When a financial product marketing information received and displayed by the social media platform application is viewed, a labeling instruction corresponding to the financial product marketing information is triggered and provided to the social media platform; The social media platform records each piece of financial product marketing information and at least one corresponding preference tag; When the social media platform obtains the labeling instruction from the social media platform application, it establishes an association between the identity information bound to the social media platform application and the at least one preference tag corresponding to the financial product marketing information; The social platform provides the associated identity information and at least one preference tag to a tag and data analysis server through an application interface; the tag and data analysis server stores the identity information and at least one preference tag in a tag database; the tag and data analysis server selects the identity information from the tag database and retrieves the corresponding at least one preference tag; The tag and data analysis server analyzes the queried at least one preference tag to obtain a tag analysis result; the tag and data analysis server provides the selected identity information to the bank customer data server; the bank customer data server queries the customer database for the basic information and historical financial transaction data corresponding to the received identity information; the bank customer data server provides the queried basic information and historical financial transaction data to the tag and data analysis server; the tag and data analysis server performs attribute analysis on the basic information and historical financial transaction data to obtain an attribute analysis result; the tag and data analysis server provides the attribute analysis result to the financial product data server; the financial product data server queries the financial product database and provides the product properties containing the financial product information corresponding to the attribute analysis result and the product properties to the tag and data analysis server; the tag and data analysis server further filters out the received financial product information containing the tag analysis result. The tag and data analysis server generates a unique financial product marketing information specific to the identity information based on the marketing methods in the basic data; the tag and data analysis server provides the unique financial product marketing information corresponding to the identity information to the social platform through the application interface; The social media platform will provide the marketing information of the exclusive financial products to the social media platform application corresponding to the identity information and display it thereon.

7. The method for generating a customer-specific marketing strategy based on the labeling results of a social media platform as described in claim 6, wherein the method further comprises the following steps: when the exclusive financial product marketing information received and displayed by the social media platform application is viewed, the smart device triggers and provides a discount request corresponding to the exclusive financial product marketing information to the social media platform; and when the validity period of the discount request is verified by the social media platform, the social media platform grants the social media platform application discount points corresponding to the discount request.

8. The method for generating a customer-specific marketing strategy based on social media platform labeling results as described in claim 6, wherein the method further comprises the following steps: when the exclusive financial product marketing information received and displayed by the social media platform application is viewed, the smart device triggers and provides a counting request corresponding to the exclusive financial product marketing information to the social media platform; the social media platform then provides the counting request to the tag and data analysis server through the application interface; the tag and data analysis server accumulates the number of views corresponding to the identity information according to the counting request; the tag and data analysis server feeds back a discount response corresponding to a threshold threshold to the social media platform through the application interface based on the number of views; and the social media platform grants the social media platform application corresponding discount points based on the discount response.

9. The method for generating a customer-specific marketing strategy based on social media platform labeling results as described in claim 6, wherein the method further comprises: when the exclusive financial product marketing information received and displayed by the social media platform application is viewed, the smart device triggers and provides a discount request corresponding to the exclusive financial product marketing information to the social media platform; the social media platform then provides the discount request to a financial product trading server through the application interface; when the identity information included in the discount request and the financial product transaction of the exclusive financial product marketing information are verified by the financial product trading server, the financial product trading server provides a discount response to the social media platform through the application interface; and the social media platform grants the social media platform application corresponding discount points based on the discount response.

10. The method for generating a customer-specific marketing strategy based on social media platform labeling results as described in claim 6, wherein the method further comprises: when the exclusive financial product marketing information received and displayed by the social media platform application is viewed, the smart device triggers and provides a discount request corresponding to the exclusive financial product marketing information to the social media platform; the social media platform then provides the discount request to a financial product trading server through the application interface; when the identity information included in the discount request and the financial product transaction of the exclusive financial product marketing information are verified by the financial product trading server, the number of transactions of the identity information and the exclusive financial product marketing information are confirmed; the financial product trading server provides a discount response corresponding to a threshold threshold to the social media platform based on the number of transactions through the application interface; and the social media platform grants the social media platform application corresponding discount points based on the discount response.

Citation Information

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