Providing customized financial consulting services based on asset information of financial consumers collected through open API

摘要

The present invention relates to a system for providing a customized financial consulting service based on a banking customer′s asset information collected through an open API. To this end, according to the present invention, the system comprises: a service server interlocking with an open API of a plurality of financial institutions to load asset and banking information of a banking customer to collect and store financial information and match the banking customer with a financial planner to allow only the matched financial planner to inquire the asset information of the matched banking customer; a banking customer terminal; and a financial consulting terminal.