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Financial marketing system and method based on mobile terminal

A mobile terminal and marketing system technology, applied in finance, office automation, instruments, etc., can solve problems such as marketing results errors, inability to accurately provide coping strategies, and the inability of the background and management to obtain exchange information accurately and in a timely manner. effect of legalization

Pending Publication Date: 2021-06-18
上海浩宜信息科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] In view of the deficiencies in the existing technology, the purpose of the present invention is to provide a financial marketing system and method based on mobile terminals, which solves the problem that the background and management cannot accurately, timely and efficiently obtain communication information, so that they cannot accurately provide coping strategies And timely review and approval based on customer qualifications, resulting in certain errors in marketing results, affecting marketing results

Method used

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  • Financial marketing system and method based on mobile terminal
  • Financial marketing system and method based on mobile terminal
  • Financial marketing system and method based on mobile terminal

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0030] see Figure 1-4 , the present invention provides a technical solution: a financial marketing system based on a mobile terminal, including a mobile terminal 10 , a storage device 40 , a communication device 20 , a remote server 30 and an approval terminal 50 .

[0031] The mobile terminal 10 is used to obtain on-site data. The mobile terminal 10 is connected to the remote server 30 through the communication device 20. After the remote server 30 obtains the data and analyzes it, it can generate corresponding evaluation results and suggestions, and the results can be fed back to the mobile terminal through the communication device 20. 10 and an approval terminal 50.

[0032] In this embodiment, the communication device 20 sends the financial data acquired by the mobile terminal 10 to the remote server 30, wherein the data transmission can be realized by using 5G signal, 4G signal, 3G signal, wifi signal or Bluetooth, and the remote server has storage and processing functio...

Embodiment 2

[0034] Such as Figure 1-4 As shown, on the basis of Embodiment 1, the present invention provides a technical solution: the mobile terminal 10 includes a recording module 101, and the form of the recording module 101 includes but not limited to an array composed of a single or multiple microphones. The recording module 101 is used The natural speech is converted into an electrical signal recognizable by the mobile terminal 10 .

[0035] In this embodiment, the recording module 10 records all voice data on the spot, and the recording module 101 is used to convert the natural voice into an electrical signal recognizable by the mobile terminal 10, and the mobile terminal 10 sends the voice data to the remote server 30 through the communication device 20 , the remote server 30 analyzes the voice data and performs semantic analysis, and sends the analysis result to the approval terminal 50 in real time.

Embodiment 3

[0037] Such as Figure 1-4 As shown, on the basis of Embodiment 1 and Embodiment 2, the present invention provides a technical solution: the storage device 40 is connected to the mobile terminal 10 .

[0038]In this embodiment, the storage device 40 can store the financial voice data received by the mobile terminal 10, and store the data received by the mobile terminal 10 and store the necessary data. In addition, for the sake of safety, the storage device does not store any customer privacy data, only Used to support the normal operation of the mobile terminal 10, the storage device 40 can store the procedural data acquisition template, and the business personnel and finance can carry out data collection and communication according to the process template, such as ID card information entry, and confirmation signature data of the communication object.

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Abstract

The invention discloses a financial marketing system and method based on a mobile terminal. The system comprises the mobile terminal, a storage device, a communication device, a remote server and an approval terminal, the mobile terminal is used for obtaining field data, and the mobile terminal is connected with the remote server through the communication device. The remote server obtains the data and analyzes the data to generate corresponding evaluation results and suggestions, and the results can be fed back to the mobile terminal and the approval terminal through the communication device. For example, a mobile terminal banking business person communicates with an applicant on site, information of a client is collected by using a process template stored in the storage device, voice data is obtained by using a recording module, and the data form complete financial data and is uploaded to the remote server through the communication device. The remote server calls credit investigation data and customer financial information records and analyzes and processes voice communication data to ensure the legitimacy and compliance of the whole communication process.

Description

technical field [0001] The invention belongs to the technical field of financial marketing, and in particular relates to a mobile terminal-based financial marketing system and method. Background technique [0002] Economic activities refer to all activities in which human beings obtain and utilize various means of living through the labor process or paying an appropriate price in order to survive under a certain social organization and order. In short, economic activities are to meet human needs. for purpose. Economic activities mainly exchange labor for goods and services, and currency is only a medium of exchange. Economic activities require resources, especially activity space; and the spatial distribution of each activity is also very important. In modern economic activities, the financial marketing scene of face-to-face communication with customers has become very common. Communication content and quality need to be controlled and a targeted learning and improvement m...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q10/10G06Q40/02
CPCG06Q10/06311G06Q10/103G06Q40/02
Inventor 王建兵胡立平
Owner 上海浩宜信息科技有限公司
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