Method and System for Processing Business Cards of Financial Customer Managers

Abstract

The present invention discloses a method and system for processing business cards of financial customer managers, relating to the field of big data. The method includes: when the client receives a usage request of the user for the business card of the financial customer manager, sending the usage request to the server; the usage request includes user information; the server sends an authentication request to the public platform according to the usage request; the public platform authenticates the user information, and after the authentication is passed, sends an authentication passed notification to the server; when the server receives the authentication passed notification, querying the latest financial service products under the name of the financial customer manager; generating the business card of the financial customer manager according to the personal information of the financial customer manager and the latest financial service products; sending the business card of the financial customer manager to the client; and the client providing the business card of the financial customer manager for the user to use. The present invention can process the business cards of financial customer managers efficiently and securely, and improve the efficiency of users using financial products.

Description

Technical Field

[0001] The present invention relates to the field of big data technology, and particularly to a method and system for processing business cards of financial customer managers. Background Art

[0002] This section aims to provide background or context for the embodiments of the present invention described in the claims. The description herein is not admitted to be prior art merely by virtue of being included in this section.

[0003] At present, the financial industry has a variety of services such as deposits, wealth management, remittances, and e-banking, which can meet various needs of customers, and the products in the financial industry are also growing rapidly. Often, due to the lack of a scientific and unified management platform for the promotion of new businesses, financial customer managers need to spend a huge amount of manpower and material resources in marketing activities. On the other hand, since customers themselves do not have professional financial knowledge and are not familiar with financial products, this also affects the efficiency of customers using financial products. Summary of the Invention

[0004] An embodiment of the present invention provides a method for processing business cards of financial customer managers, which is used to efficiently and securely process business cards of financial customer managers and improve the efficiency of users using financial products. The method includes:

[0005] When the client receives a usage request from the user for the business card of a financial customer manager, the client sends the usage request to the server; the usage request includes user information;

[0006] The server sends an authentication request to the public platform according to the usage request;

[0007] The public platform authenticates the user information, and after the authentication is passed, the public platform sends an authentication passed notification to the server;

[0008] When the server receives the authentication passed notification, the server queries the latest financial service products under the name of the financial customer manager; generates the business card of the financial customer manager according to the personal information of the financial customer manager and the latest financial service products; and sends the business card of the financial customer manager to the client;

[0009] The client provides the business card of the financial customer manager for the user to use.

[0010] An embodiment of the present invention further provides a system for processing business cards of financial customer managers, which is used to efficiently and securely process business cards of financial customer managers and improve the efficiency of users using financial products. The system includes:

[0011] When the client receives a usage request from the user for the business card of a financial customer manager, the client sends the usage request to the server; the usage request includes user information;

[0012] The server sends an authentication request to the public platform according to the usage request;

[0013] The public platform authenticates the user information, and after successful authentication, sends an authentication passed notification to the server;

[0014] When the server receives the authentication passed notification, it queries the latest financial service products under the name of the financial customer manager; generates the business card of the financial customer manager based on the personal information of the financial customer manager and the latest financial service products; and sends the business card of the financial customer manager to the client;

[0015] The client provides the business card of the financial customer manager for the user to use.

[0016] An embodiment of the present invention further provides a computer device, including a memory, a processor, and a computer program stored on the memory and executable on the processor. When the processor executes the computer program, the above-mentioned processing method of the business card of the financial customer manager is implemented.

[0017] An embodiment of the present invention further provides a computer-readable storage medium. The computer-readable storage medium stores a computer program. When the computer program is executed by a processor, the above-mentioned processing method of the business card of the financial customer manager is implemented.

[0018] An embodiment of the present invention further provides a computer program product. The computer program product includes a computer program. When the computer program is executed by a processor, the above-mentioned processing method of the business card of the financial customer manager is implemented.

[0019] In the embodiment of the present invention, the processing solution of the business card of the financial customer manager includes: when the client receives a usage request for the business card of the financial customer manager from the user, it sends the usage request to the server; the usage request includes user information; the server sends an authentication request to the public platform according to the usage request; the public platform authenticates the user information, and after successful authentication, sends an authentication passed notification to the server; when the server receives the authentication passed notification, it queries the latest financial service products under the name of the financial customer manager; generates the business card of the financial customer manager based on the personal information of the financial customer manager and the latest financial service products; sends the business card of the financial customer manager to the client; and the client provides the business card of the financial customer manager for the user to use, which can efficiently and securely process the business card of the financial customer manager and improve the efficiency of the user using financial products. Description of the Drawings

[0020] To more clearly illustrate the technical solutions in the embodiments of the present invention or the prior art, the following will briefly introduce the accompanying drawings required for describing the embodiments or the prior art. Obviously, the accompanying drawings in the following description are only some embodiments of the present invention. For those of ordinary skill in the art, without creative efforts, other accompanying drawings can also be obtained based on these drawings. In the accompanying drawings:

[0021] Figure 1 It is a schematic flowchart of the processing method for the business card of a financial customer manager in an embodiment of the present invention;

[0022] Figure 2 It is a schematic diagram of the processing principle for the business card of a financial customer manager in an embodiment of the present invention;

[0023] Figure 3 It is a schematic diagram of the principle of a financial service marketing system in an embodiment of the present invention;

[0024] Figure 4 It is a schematic diagram of the principle of a business card management system for a financial customer manager in an embodiment of the present invention;

[0025] Figure 5 It is a schematic structural diagram of a processing system for the business card of a financial customer manager in an embodiment of the present invention. Detailed implementation manners

[0026] To make the objectives, technical solutions, and advantages of the embodiments of the present invention clearer and more understandable, the following will further describe the embodiments of the present invention in detail with reference to the accompanying drawings. Here, the illustrative embodiments of the present invention and their descriptions are used to explain the present invention, but do not limit the present invention.

[0027] Because financial customer manager marketing requires promoting financial products and recording customer information. At the same time, managers need to count the marketing results of customer managers. The prior art can only maintain personal information and cannot dynamically obtain the latest financial product marketing information. Customer managers cannot obtain the customer information of the marketed people, and managers also have no way to accurately count the most accurate marketing results of customer managers in real time. In addition, the business cards forwarded to customers are windows for displaying customer managers and corporate images and need to be personalized. The prior art does not support personalized display.

[0028] In view of the above problems, the embodiments of the present invention propose a solution for processing the business cards of financial customer managers. The financial marketing management system in this solution can support the real-time maintenance of marketing information for financial products, so that customer managers can display the latest marketing information to customers without specifically re-maintaining the business cards. The customer relationship system in the embodiments of the present invention can support recording the relationship information between customer managers and customers, support recording customer interests based on customer operations on the page, and customer managers can recommend the latest activities according to customer preferences and needs. The customer relationship system in the embodiments of the present invention can support managers to obtain the marketing results of customer managers in real time. The business card management system in the embodiments of the present invention supports customer managers to customize the forwarding effect of business cards and can support customer managers to customize the forwarding effect.

[0029] Figure 1 It is a schematic flowchart of the method for processing the business cards of financial customer managers in the embodiments of the present invention. As Figure 1 shown, the method includes the following steps:

[0030] Step 101: When the client receives a user request to use the business card of a financial customer manager, it sends the use request to the server; the use request includes user information.

[0031] Step 102: The server sends an authentication request to the public platform according to the use request.

[0032] Step 103: The public platform authenticates the user information and sends an authentication passed notice to the server after the authentication is passed.

[0033] Step 104: When the server receives the authentication passed notice, it queries the latest financial service products under the name of the financial customer manager; generates the business card of the financial customer manager based on the personal information of the financial customer manager and the latest financial service products; and sends the business card of the financial customer manager to the client.

[0034] Step 105: The client provides the business card of the financial customer manager for the user to use.

[0035] The processing method for the business cards of financial customer managers provided by the embodiments of the present invention works as follows: When the client receives a usage request for the business card of a financial customer manager, it sends the usage request to the server; the usage request includes user information; the server sends an authentication request to the public platform based on the usage request; the public platform authenticates the user information and sends an authentication passed notification to the server after successful authentication; when the server receives the authentication passed notification, it queries the latest financial service products under the name of the financial customer manager; generates the business card of the financial customer manager based on the personal information of the financial customer manager and the latest financial service products; sends the business card of the financial customer manager to the client; the client provides the business card of the financial customer manager for the user to use, which can process the business cards of financial customer managers efficiently and securely and improve the efficiency of users using financial products.

[0036] Specifically, the public platform provided by the embodiments of the present invention can be the WeChat public platform. As an instant messaging tool, it has a very high customer coverage rate. Based on the WeChat public platform, the embodiments of the present invention introduce a processing method for the e-business cards of financial customer managers, which can realize the effective management of the promotion of financial industry products and also provide a window for customers to understand financial products. The embodiments of the present invention include multiple functions such as the display and management of the personal information of customer managers, the display and management of financial product information, the display and management of real-time activity information, customer management and relationship maintenance, and personalized display.

[0037] Specifically, the embodiments of the present invention involve three parts: the front-end page (client), the server, and the public platform authentication (public platform). The front-end page can use VUE, the server can use Spring Web, and the WeChat public platform authentication can use the API provided by the WeChat public platform. In terms of functions, the embodiments of the present invention not only provide the function of personal business card editing, but also provide an entry for the maintenance and marketing information of financial products, a function for managers to count the marketing information of customer managers, and a function for counting customer relationships; in terms of external sharing, the embodiments of the present invention support customized display of information when forwarding to Moments on WeChat and customized display of information when forwarding to the chat box on WeChat, and at the same time support the function of opening the business card in browsers other than WeChat.

[0038] The following Figures 2 to 4 introduces the processing method for the business cards of financial customer managers in detail.

[0039] Figure 2For the principle of customers using business cards, when a customer opens a business card, the Financial Customer Manager Business Card Management System calls the Tencent Public Platform for authentication. After authentication, it queries the financial services responsible for marketing under the name of this customer manager, then maintains customer relationships, and finally integrates the business card and marketing information and returns them to the customer. The present invention supports customers to forward through the WeChat chat box and share in the Moments. When sharing, the business card system calls the WeChat Public Platform to apply for authentication, and after successful authentication, it displays customized sharing content. Figure 2 For the working principle process of the financial service marketing system in Figure 3 As shown, in this financial service marketing system, information of financial customer managers and the latest financial service products they are responsible for marketing can be maintained. If a certain financial service product of a certain financial customer manager is updated, then all the financial service products corresponding to this financial customer manager will be updated at any time to ensure they are the latest financial service products. Figure 2 For the working principle process of the customer relationship system in Figure 4 As shown, this customer relationship system can record the user information of those who use the business card of a certain financial customer manager, and associate this user information with the financial customer manager corresponding to the business card of the financial customer manager they use to maintain customer relationships. The server in the embodiment of the present invention may include Figure 2 the financial customer manager business card management system, financial service marketing system, and customer relationship system in

[0040] Figure 3 For the principle of the financial service marketing mechanism, each financial product sends marketing requirements to the financial service marketing system, and this system can support the purpose of maintaining marketing information and obtaining customer manager marketing data. Figure 4 For the principle of the financial business card mechanism, the customer manager maintains personal information, selects marketing information according to needs, and obtains marketing data.

[0041] In one embodiment, the above method for processing financial customer manager business cards may further include: after the server queries the latest financial service products under the name of the financial customer manager, it associates the financial customer manager information with the user information, and stores the relationship between the obtained financial customer manager information and user information.

[0042] In specific implementation, the customer relationship system in the embodiment of the present invention can support recording information on the relationship between the customer manager and the customer, and realizes helping the financial customer manager to efficiently maintain customer relationships.

[0043] In one embodiment, the above method for processing financial customer manager business cards may further include: the client records the operation behavior of the user and sends the recorded operation behavior of the user to the server;

[0044] When the server receives the authentication passed notification, it queries the latest financial service products under the name of the financial customer manager, including: when the server receives the authentication passed notification, according to the recorded operation behavior of the user, it recommends to the user the latest financial service products under the name of the financial customer manager that the user is interested in.

[0045] In specific implementation, in the embodiments of the present invention, it is supported to record the customer's interests according to the customer's page operations, and then the latest activities can be recommended according to the customer's preferences and needs, further improving the user experience.

[0046] In one embodiment, the method for processing the business card of the above-mentioned financial customer manager may further include: the client receives the business card forwarding type customized by the financial customer manager, and forwards the business card of the financial customer manager in the business card forwarding type customized by the financial customer manager.

[0047] In specific implementation, in the embodiments of the present invention, it is supported that the customer manager customizes the business card forwarding effect (type), which is flexible and convenient.

[0048] In one embodiment, the method for processing the business card of the above-mentioned financial customer manager may further include:

[0049] The client receives the forwarding request of the user for the business card of the financial customer manager, and sends the forwarding request to the server; the user information is included in the forwarding request;

[0050] The server sends an authentication request to the public platform according to the forwarding request;

[0051] The public platform authenticates the user information, and after the authentication is passed, it sends an authentication passed notification to the server;

[0052] When the server receives the authentication passed notification, it forms the business card of the financial customer manager into a preset forwarding form, and sends the business card of the financial customer manager in the preset forwarding form to the client;

[0053] The client forwards the business card of the financial customer manager in the preset forwarding form to the person being shared.

[0054] In specific implementation, as Figure 2 shown, when the user wants to forward the business card to a friend, etc. after using the business card, it is also necessary to authenticate the user information and form the business card of the financial customer manager into a preset forwarding form to facilitate the user's forwarding.

[0055] In one embodiment, the method for processing the business card of the above-mentioned financial customer manager may further include: when the server receives a transaction request for the financial service product of the business card of the financial customer manager by the user, it records the number of transaction requests; the number of transaction requests is used to obtain the attention degree of the financial service product.

[0056] In specific implementation, when the business card of a certain customer manager is forwarded, clicked, or an element on the page is clicked, the business card management system will record the transactions that occur, which serves as a statistic for the degree of attention to the product and also facilitates the calculation of the performance of the customer manager.

[0057] In the embodiments of the present invention, it is necessary to define and maintain the relationships among the financial marketing platform, the customer relationship system, the WeChat public platform, and the business card management system, that is, to integrate and package the information of the financial marketing platform and the WeChat public platform into business card information. If the financial marketing information changes, it needs to take effect immediately when the customer opens the business card again.

[0058] To facilitate understanding of how the present invention is implemented, an example is given below for detailed description.

[0059] Step 0: The following figure shows the display of a business card, which includes personal information, product information, activity information, and financial news information. The personal information is the name, avatar, contact information, professional qualifications, etc. maintained by the customer manager himself / herself, and the individual can edit it. The product information is the financial products released by the business personnel in the financial service marketing system, such as "deposit products", "online banking", "wealth management products", etc. It supports the release of products at the company level, department level, and individual level, and the customer manager cannot edit it personally. When the business card is opened, the product information can be loaded on the business card page. Similarly, the activity information and financial news are also maintained by the business personnel and support the release at the head office level, branch level, and individual level. When the business card of a certain customer manager is forwarded, clicked, or an element on the page is clicked, the business card management system will record the transactions that occur, which serves as a statistic for the degree of attention to the product and also facilitates the calculation of the performance of the customer manager.

[0060] Step 1: The customer opens the business card of the financial customer manager in WeChat.

[0061] Step 2: The business card management module of the financial customer manager sends an authentication request to the WeChat public platform. The authentication can include public account authorization to avoid malicious attacks from non-designated links.

[0062] Step 3: The WeChat public platform authenticates the information.

[0063] Step 4: The business card management module of the financial customer manager applies for financial services. The financial services are for the "product service" column of the business card. The financial service products can include the network entrances of financial products maintained by each business department of the bank, including "appointment for account opening", "online banking", "deposit products", "investment and wealth management", etc., which can be dynamically adjusted according to business priorities. The customer can click on the corresponding icon to enter the corresponding product system.

[0064] Step 5: The financial service system returns the latest marketing activities based on the customer manager information. The marketing activities are presented on the business card as the information corresponding to the "Latest Activities" field, and what is shown to the customer is a promotional picture. The customer clicks on the promotional picture to enter the activity page.

[0065] Step 6: The financial customer manager business card management module sends a request to the customer relationship module to maintain the customer relationship.

[0066] Step 7: The customer relationship module records the marketing information of the customer manager and returns the statistical customer information. The marketing information of the customer manager includes information such as the daily click volume, total click volume, daily forwarding volume, total forwarding volume, number of clicks on marketing products, number of clicks on marketing activities, and total number of times customers contact through the business card.

[0067] Step 8: The financial customer manager business card management module returns the business card information to the WeChat APP, including the specific content of the business card generated by the customer manager (including personal basic information, marketing product information, consultation, and activity information, etc.) as shown in the following figure. It also includes the network link URL of the business card and the QR code information (scanning the QR code can open the customer manager's business card).

[0068] Step 9: The WeChat APP (client) displays the business card.

[0069] Step 10: The customer shares the business card, that is, the client receives a business card forwarding request.

[0070] Step 11: The financial customer manager business card management module initiates an authentication application to the WeChat public platform. The authentication content can be that the WeChat public account authenticates with WeChat and verifies that the current domain name is a JS security domain name to obtain the usage permission of the WeChat interface.

[0071] Step 12: The WeChat public platform authenticates the information.

[0072] Step 13: The financial customer manager business card management module processes the customized sharing information, and can customize the copywriting and icons in the WeChat chat box or circle of friends sharing. The copywriting content supports custom text or the title in the network connection.

[0073] Step 14: The WeChat APP displays the sharing interface to the person being shared.

[0074] In addition to the business card display and marketing functions, the embodiment of the present invention also has a customer relationship management function and a customized sharing function. The customer relationship management function can record the customer's interest and preference for financial products, support targeted marketing by the customer manager, and can count the marketing achievements of the customer manager.

[0075] In summary, the embodiments of the present invention provide a solution for the online marketing of financial customer managers. With the help of the WeChat real-time communication tool, the online dissemination of business card information can be realized. The business card includes customer manager information, financial marketing information, and customized sharing functions, which can meet the needs of customers for financial products and can better achieve the marketing purposes of financial enterprises. At the same time, the embodiments of the present invention also provide a function for statistics of the marketing results of customer managers for financial enterprises, which can better improve the work efficiency of financial marketing.

[0076] An embodiment of the present invention also provides a processing system for financial customer manager business cards, as described in the following embodiments. Since the principle of the system to solve problems is similar to that of the method for processing financial customer manager business cards, the implementation of the system can refer to the implementation of the method for processing financial customer manager business cards, and the repeated parts will not be described again.

[0077] Figure 5 is a schematic structural diagram of the processing system for financial customer manager business cards in an embodiment of the present invention, as Figure 5 shown, the system includes:

[0078] A client 01, configured to send a usage request to the server when receiving a user's usage request for a financial customer manager business card; the usage request includes user information; and provide the financial customer manager business card for the user to use;

[0079] A server 02, configured to send an authentication request to the public platform when receiving the usage request; when receiving an authentication passed notification, query the latest financial service products under the name of the financial customer manager; generate the business card of the financial customer manager according to the personal information of the financial customer manager and the latest financial service products; and send the business card of the financial customer manager to the client;

[0080] A public platform 03, configured to authenticate user information and send an authentication passed notification to the server after authentication.

[0081] In one embodiment, the server is further configured to, after querying the latest financial service products under the name of the financial customer manager, associate the financial customer manager information with the user information and store the relationship between the financial customer manager information and the user information obtained.

[0082] In one embodiment, the client is further configured to record the operation behavior of the user and send the recorded operation behavior of the user to the server;

[0083] The server is specifically configured to: when receiving an authentication passed notification, recommend the latest financial service products under the name of the financial customer manager that the user is interested in according to the recorded operation behavior of the user.

[0084] In one embodiment, the client is further configured to receive the business card forwarding type customized by the financial customer manager, and forward the business card of the financial customer manager according to the customized business card forwarding type of the financial customer manager.

[0085] In one embodiment, the client is further configured to receive a forwarding request of the business card of the financial customer manager from the user, send the forwarding request to the server; the forwarding request includes user information; and forward the business card of the financial customer manager in a preset forwarding format to the person being shared.

[0086] The server is further configured to send an authentication request to the public platform according to the forwarding request; when receiving the authentication passed notification, form the business card of the financial customer manager into a preset forwarding format, and send the business card of the financial customer manager in the preset forwarding format to the client.

[0087] The public platform is further configured to authenticate the user information, and send an authentication passed notification to the server after the authentication is passed.

[0088] In one embodiment, the server is further configured to record the number of transaction requests when the user initiates a transaction request for the financial service product of the business card of the financial customer manager; the number of transaction requests is used to obtain the degree of attention of the financial service product.

[0089] In the technical solution of this application, the acquisition, storage, use, processing, etc. of data all comply with the relevant regulations of national laws and regulations.

[0090] An embodiment of the present invention further provides a computer device, including a memory, a processor, and a computer program stored on the memory and executable on the processor. When the processor executes the computer program, the above-mentioned method for processing the business card of the financial customer manager is implemented.

[0091] An embodiment of the present invention further provides a computer-readable storage medium, where the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the above-mentioned method for processing the business card of the financial customer manager is implemented.

[0092] An embodiment of the present invention further provides a computer program product, where the computer program product includes a computer program, and when the computer program is executed by a processor, the above-mentioned method for processing the business card of the financial customer manager is implemented.

[0093] In an embodiment of the present invention, a processing solution for a financial customer manager's business card includes: when the client receives a usage request for the financial customer manager's business card from a user, the client sends the usage request to the server; the usage request includes user information; the server sends an authentication request to the public platform based on the usage request; the public platform authenticates the user information and sends an authentication passed notification to the server after successful authentication; when the server receives the authentication passed notification, it queries the latest financial service products under the name of the financial customer manager; generates the business card of the financial customer manager based on the personal information of the financial customer manager and the latest financial service products; sends the business card of the financial customer manager to the client; and the client provides the business card of the financial customer manager for the user to use, which can efficiently and securely process the business card of the financial customer manager and improve the efficiency of the user using financial products.

[0094] Those skilled in the art should understand that the embodiments of the present invention can be provided as a method, a system, or a computer program product. Therefore, the present invention can take the form of a complete hardware embodiment, a complete software embodiment, or an embodiment combining software and hardware aspects. Moreover, the present invention can take the form of a computer program product implemented on one or more computer-usable storage media (including but not limited to disk storage, CD-ROM, optical storage, etc.) that contain computer-usable program code.

[0095] The present invention is described with reference to the flowcharts and / or block diagrams of methods, devices (systems), and computer program products according to embodiments of the present invention. It should be understood that each flow and / or block in the flowchart and / or block diagram, as well as the combination of flows and / or blocks in the flowchart and / or block diagram, can be implemented by computer program instructions. These computer program instructions can be provided to the processor of a general-purpose computer, a special-purpose computer, an embedded processor, or other programmable data processing devices to generate a machine, such that the instructions executed by the processor of the computer or other programmable data processing devices generate means for implementing the specified functions in Figure 1 one or more of the processes Figure 1 or multiple processes and / or blocks

[0096] These computer program instructions can also be stored in a computer-readable memory that can direct a computer or other programmable data processing device to work in a specific manner, such that the instructions stored in the computer-readable memory generate a manufactured article including instruction means that implement the specified functions in Figure 1 one or more of the processes Figure 1 or multiple processes and / or blocks

[0097] These computer program instructions can also be loaded onto a computer or other programmable data processing apparatus, so that a series of operation steps are executed on the computer or other programmable apparatus to produce a computer-implemented process, thereby providing instructions for implementing the functions specified in one process or a plurality of processes and / or blocks Figure 1 in one block or a plurality of blocks Figure 1 steps.

[0098] The specific embodiments described above further elaborate on the objectives, technical solutions, and beneficial effects of the present invention. It should be understood that the above are only specific embodiments of the present invention and are not used to limit the protection scope of the present invention. Any modifications, equivalent replacements, improvements, etc. made within the spirit and principles of the present invention shall be included within the protection scope of the present invention.

Claims

1. A method for processing a business card of a financial customer manager, characterized in that, include: When the client receives a request from the user to use the financial account manager's business card, it sends the request to the server; The use request includes user information; The server sends an authentication request to the public platform according to the usage request; The public platform authenticates the user information and sends a notification of authentication success to the server after the authentication is passed; Upon receiving the authentication pass notification, the server queries the latest financial service products under the name of the financial account manager; generates a business card of the financial account manager based on the personal information of the financial account manager and the latest financial service products; and sends the business card of the financial account manager to the client; The client provides the financial account manager's business card to the user for use, so as to achieve efficient and secure processing of the financial account manager's business card; The client receives the user's request to forward the financial account manager's business card and sends the forwarding request to the server; The forwarding request includes user information; The server sends an authentication request to the public platform based on the forwarding request; The public platform authenticates the user information and sends a notification of authentication success to the server after the authentication is passed; When the server receives the authentication success notification, it converts the financial account manager's business card into a preset forwarding format and sends the preset forwarding format financial account manager's business card to the client; The client forwards the financial account manager's business card in the preset forwarding format to the sharee.

2. The processing method of the financial customer manager's business card according to claim 1, wherein Also includes: After querying the latest financial service products under the name of the financial account manager, the server associates the financial account manager information with the user information and stores the relationship between the financial account manager information and the user information.

3. The method for processing the business card of a financial customer manager according to claim 1, characterized in that, Also includes: The client records the user's operation behavior and sends the recorded user operation behavior to the server; When the server receives the authentication pass notification, it queries the latest financial service products under the name of the financial account manager, including: when the server receives the authentication pass notification, it recommends the latest financial service products under the name of the financial account manager that the user is interested in based on the recorded user operation behavior.

4. The method for processing the business card of a financial customer manager according to claim 1, wherein, Also includes: The client receives the business card forwarding type customized by the financial account manager, and forwards the financial account manager's business card using the business card forwarding type customized by the financial account manager.

5. The processing method of the business card of a financial customer manager according to claim 1, characterized in that, Also includes: When a user initiates a transaction request for a financial service product on the financial account manager's business card, the server records the number of transaction requests; the number of transaction requests is used to obtain the level of attention paid to the financial service product.

6. A processing system for a financial customer manager's business card, characterized in that, include: The client is used to send the use request to the server when receiving the use request of the financial account manager business card from the user; The use request includes user information; Providing the financial account manager's business card to the user to achieve efficient and secure processing of the financial account manager's business card; The server is used to send an authentication request to the public platform according to the usage request; Upon receiving the authentication approval notification, query the latest financial service products under the name of the financial account manager; generate the business card of the financial account manager based on the personal information of the financial account manager and the latest financial service products; Send the financial account manager's business card to the client; The public platform is used to authenticate user information and send a notification of authentication success to the server after the authentication is successful. The client is also used to receive a forwarding request from a user for the financial account manager's business card, and send the forwarding request to the server; the forwarding request includes user information; and forward the financial account manager's business card in a preset forwarding format to the sharee; The server is further configured to send an authentication request to the public platform according to the forwarding request; upon receiving the authentication pass notification, the financial account manager's business card is converted into a preset forwarding format, and the preset forwarding format of the financial account manager's business card is sent to the client; The public platform end is also used to authenticate user information, and after the authentication is passed, send an authentication pass notification to the server end.

7. The processing system for the business card of a financial customer manager according to claim 6, wherein, The server is also used to associate the financial account manager information with the user information after querying the latest financial service products under the name of the financial account manager, and store the relationship between the financial account manager information and the user information.

8. The processing system for the business card of a financial customer manager according to claim 6, wherein, The client is also used to record the user's operation behavior and send the recorded user's operation behavior to the server; The server is specifically configured to recommend the latest financial service products under the name of the financial account manager that the user is interested in based on the recorded user operation behavior upon receiving the authentication pass notification.

9. The processing system for the business card of a financial customer manager according to claim 6, characterized in that, The client is further configured to receive a business card forwarding type customized by a financial account manager, and forward the financial account manager's business card using the business card forwarding type customized by the financial account manager.

10. The processing system for the business card of a financial customer manager according to claim 6, characterized in that, The server is also used to record the number of transaction requests when a user initiates a transaction request for a financial service product on the financial account manager's business card; the number of transaction requests is used to obtain the level of attention paid to the financial service product.

11. A computer device, comprising a memory, a processor, and a computer program stored on the memory and executable on the processor, characterized in that, When the processor executes the computer program, the method according to any one of claims 1 to 5 is implemented.

12. A computer-readable storage medium, characterized in that, The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the method according to any one of claims 1 to 5 is implemented.

13. A computer program product, characterized in that, The computer program product comprises a computer program, and when the computer program is executed by a processor, the method according to any one of claims 1 to 5 is implemented.

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