SYSTEM AND METHOD FOR FINANCIAL MANAGEMENT AND CUSTOMER INTELLIGENCE FOR ENTERPRISES

摘要

The present invention discloses a computer readable system and method for financial planning for Banks and other financialinstitutions, used in financial planning for developing financial/investment plans and in depth customer intelligence. The inventiondiscloses a method of integrating and managing information, pertaining to person's financial information and provides for a completesolution for financial planning and risk management for individual customers