Network sales service system and method

A service system and outlet technology, applied in the information field, can solve the problem that financial managers cannot obtain customer information, achieve the effect of improving service satisfaction and avoiding the loss of customer resources

Inactive Publication Date: 2017-09-15
PING AN TECH (SHENZHEN) CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] The present invention provides an outlet sales service system and method to solve the problem that current outlet financial managers cannot obtain customer information, thereby recommending unmatched financial products to customers

Method used

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  • Network sales service system and method

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Experimental program
Comparison scheme
Effect test

Embodiment 1

[0048] figure 1 A functional block diagram of the network point sales service system in this embodiment is shown. Such as figure 1 As shown, the outlet sales service system includes a self-service terminal 10, a business terminal 20 and a server 30. Among them, the self-service terminal 10 is installed on any financial institution branch of the financial institution. The service terminal 20 may be a mobile terminal such as a smart terminal, a tablet computer, or a PAD, which is convenient to carry around. The server 30 may be a cloud server applied to a financial institution. Among them, the self-service terminal 10 and the server 30 can be connected through a wired network communication to realize information and data transmission. The service terminal 20 and the server 30 can be connected via WiFi network, 3G network or 4G network communication to realize information and data transmission.

[0049] The self-service terminal 10 is used to obtain surveillance image information...

Embodiment 2

[0083] figure 2 Shows a flow chart of the method for selling service at the outlet in this embodiment. Such as figure 2 As shown, the outlet sales service method is executed by the self-service terminal 10, the business terminal 20 and the server 30 of the financial institution. Among them, the self-service terminal 10 is installed on any financial institution branch of the financial institution. The service terminal 20 may be a mobile terminal such as a smart terminal, a tablet computer, or a PAD, which is convenient to carry around. The server 30 may be a cloud server applied to a financial institution. Among them, the self-service terminal 10 and the server 30 can be connected through a wired network communication to realize information and data transmission. The service terminal 20 and the server 30 can be connected via WiFi network, 3G network or 4G network communication to realize information and data transmission. Such as figure 2 As shown, the outlet sales serv...

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PUM

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Abstract

The invention discloses a network sales service system and method. The network sales service system comprises a self-service terminal, a business terminal and a server, wherein the self-service terminal is used for obtaining surveillance image information and sending the surveillance image information to the server, wherein the surveillance image information comprises the ID (Identity) of the self-service terminal and a face image; the business terminal is used for sending positioning information to the server in real time, wherein the positioning information comprises the ID of a financial manager and position information; the server is used for receiving the surveillance image information and the positioning information and judging whether customer information corresponding to the face image is stored in a customer feature library or not, if the customer information corresponding to the face image is stored in the customer feature library, the ID of the target financial manager is determined according to the positioning information and the customer information, and the customer information is sent to the business terminal corresponding to the ID of the target financial manager; and the business terminal is used for receiving and displaying the customer information. By use of the network sales service system, more proper financial products or service can be recommended to customers so as to improve a customer service degree of satisfaction and protect customer resources from loss.

Description

Technical field [0001] The present invention relates to the field of information technology, in particular to an outlet sales service system and method. Background technique [0002] Currently, there are self-service terminals on the branches of financial institutions such as banks, securities, insurance, etc., so that customers entering the branches can complete information inquiry, product transactions and other processes on the self-service terminals, which is conducive to improving business processing efficiency, saving customers time and saving The labor cost of financial institutions; but customers do not understand the financial products provided by financial institutions, and it is difficult to choose financial products that better meet their own needs in a short time through self-service terminals. [0003] There are a certain number of wealth management managers stationed at each branch of financial institutions such as banks, securities, insurance, etc. The wealth manage...

Claims

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Application Information

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IPC IPC(8): G06Q40/02G06Q40/06G07F19/00
CPCG06Q40/02G06Q40/06G07F19/00
Inventor 李颖皮汉卿
Owner PING AN TECH (SHENZHEN) CO LTD
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