Financial planning method, system and device

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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Hauptverfasser: ZHOU JIAQI, SUN SHAOBO, XU YE, QI SHUANG, LI YUGONG, BAO CHUANSONG, PAN XIAOMING, XU FENG
Format: Patent
Sprache:chi ; eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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creator ZHOU JIAQI
SUN SHAOBO
XU YE
QI SHUANG
LI YUGONG
BAO CHUANSONG
PAN XIAOMING
XU FENG
description 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
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subjects CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
title Financial planning method, system and device
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