Customized customer management and artificial intelligence financial design systems for non-face-to-face operations

摘要

The present invention relates to a system for providing customized financial consulting services based on asset information of financial consumers collected through artificial intelligence AI. More specifically, through artificial intelligence AI provided by financial institutions such as banks, securities companies, the Financial Supervisory Service and the National Tax Service, financial consumers'' assets and financial information are called to minimize the hassle of financial consumers directly inputting, and financial propensity of financial consumers Through a survey that can analyze and non-financial propensity, the propensity of financial consumers is analyzed to recommend customized financial products, and financial planners are searched for and matched according to items exposed by financial consumers in each financial-related field, and the two are matched. It is about a customized financial consulting service provision system based on asset information of financial consumers collected through artificial intelligence AI that enables more specialized and customized financial consulting services to be provided. To this end, the present invention is linked with artificial intelligence AI of a number of financial institutions, including banks and securities companies, to bring asset information and financial information of financial consumers, collect and store financial information, and match financial consumers and financial planners to match A service server that allows only the completed financial planners to query asset information of matched financial consumers; A terminal for financial consumers that exposes the propensity analysis questionnaire for analyzing financial propensity and non-financial propensity and items of interest in each financial-related field to apply for financial planner matching to the service server and receive customized financial consulting services from the matched financial planner; Register professional counseling field and finance-related qualifications, and match with one or more financial consumer terminals based on the above registered information so that financial information of linked financial consumers can be searched, and financial consumers can search financial information based on the searched financial information Provides a customized financial consulting service provision system based on the asset information of financial consumers collected through artificial intelligence AI, including a financial consulting terminal that allows customized financial consulting to be performed.