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Sales support device and sales partner list creation device
Sales support device and sales partner list creation device
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机译:销售支持设备和销售伙伴清单创建设备
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摘要
The present invention accurately extracts customers who can expect a predetermined financial product and supports efficient sales activities in financial institutions. A sales support apparatus according to the present invention includes acquisition means for acquiring customer transaction data in a financial institution, first transaction data of a customer at the time of purchase of a financial product in the past, and the first transaction data of the customer at the present time. (2) Relevance determination means for determining a relation with transaction data, extraction means for extracting a customer determined that the first transaction data and the second transaction data are related, and the extracted customer at a sales terminal in a financial institution Display means for displaying. [Selection] Figure 7
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