Financial planning method, system and device

The invention provides a financial planning method, system and device, and belongs to the technical field of data processing, and the method comprises the steps: determining a target customer from customer behavior data based on a financial intention prediction model; pushing financial management se...

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Bibliographische Detailangaben
Hauptverfasser: ZHOU JIAQI, SUN SHAOBO, XU YE, QI SHUANG, LI YUGONG, BAO CHUANSONG, PAN XIAOMING, XU FENG
Format: Patent
Sprache:chi ; eng
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Beschreibung
Zusammenfassung:The invention provides a financial planning method, system and device, and belongs to the technical field of data processing, and the method comprises the steps: determining a target customer from customer behavior data based on a financial intention prediction model; pushing financial management service recommendation information to the target customer based on a service pushing model; determining a risk level corresponding to the target customer tag portrait based on a risk assessment model; outputting an asset configuration result corresponding to the financial management service configuration information based on a preset deep investment model; and classifying the information data based on the information classification rating model, and outputting a service rating result. According to the invention, by providing a comprehensive financial planning method for the full life cycle of customer financial planning, the innovation of full-process automation and intellectualization of financial planning is realiz