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Intelligent financing investment adviser robot system and operating method of the same

A robot system and investment consultant technology, applied in the field of intelligent financial management investment consultant robot system

Inactive Publication Date: 2017-07-28
北京贝塔智投科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

The present invention can mainly solve the problem of data acquisition of wealth management users, the problem of generating user portraits through data analysis and mining after data acquisition, generating investment strategies, matching investment strategies with users, one-click purchase of investment portfolio functions, and post-investment for users who have purchased Portfolio monitoring, performance analysis, graphical display, and timely adjustment of positions, as well as answers to questions raised by users through financial robots throughout the process

Method used

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  • Intelligent financing investment adviser robot system and operating method of the same
  • Intelligent financing investment adviser robot system and operating method of the same
  • Intelligent financing investment adviser robot system and operating method of the same

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Embodiment Construction

[0051] In order to make the object, technical solution and advantages of the present invention clearer, the present invention will be further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described here are only used to explain the present invention, not to limit the present invention.

[0052] Reference attached figure 1 with 2 shown, where figure 1 Shown is a schematic flow chart of the working method of the intelligent wealth management investment advisory robot system.

[0053] Step A Acquisition and processing of user data

[0054]The user enters the main interface, and the device for obtaining and processing user data asks the user whether he or she owns portfolio products, and if not, enters the next step to obtain user data through the chat robot step, and the user interacts with the chat robot, and the chat robot communicates through language Models, probabilistic grap...

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Abstract

The invention discloses an operating method of an intelligent financing investment adviser robot system and the intelligent financing investment adviser robot system. The operating method of the intelligent financing investment adviser robot system includes the steps: A, acquiring and processing user data; B generating an investment strategy; C, matching the investment strategy with the user; D implementing a one-key ordering purchase function; and E, maintaining and adjusting the investment strategy after investment. The operating method of the intelligent financing investment adviser robot system utilizes the mobile internet technology to provide companion type financing adviser service to the user, maximumly knows about the demand of the user, most reasonably and most efficiently recommends the most suitable financing product to the user, continuously tracks the user for knowing about growth in the financing field and changes of the investment combination after the user purchases the product, continuously provides adjustment service for the investment combination strategy so as to enable the strategy to be adapted to different growth stages of the user and different market environments, and at the same time provides a performance analysis tracking analysis tool for investment combination to enable the user to check the investment performance conveniently and momentarily.

Description

technical field [0001] The invention relates to the fields of computer software and mobile phone application software, in particular to an intelligent wealth management investment advisory robot system and a working method thereof. Background technique [0002] At present, artificial intelligence technology (data mining technology, machine learning technology, natural language processing technology), behavioral finance theory and experimental methods, and asset allocation models have relatively practical applications, but there is a lack of Combining with each other to produce products that can provide greater value and better convenience to wealth management customers. Contents of the invention [0003] In view of the deficiencies of the above-mentioned existing technologies, the purpose of the present invention is to integrate the existing technologies and provide products of intelligent investment advisory services with a sense of companionship to users who need financi...

Claims

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Application Information

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IPC IPC(8): G06Q40/06G06F17/30
CPCG06F16/2465G06Q40/06
Inventor 马天平刘楚
Owner 北京贝塔智投科技有限公司
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