专利名称 | System and method of consulting finance according to customer' s financial target and a method for the same and computer readable record medium on which a program therefor is recorded | ||
申请号 | KR1020050135024 | 申请日 | |
公开(公告)号 | KR100734725B1 | 公开(公告)日 | |
申请(专利权)人 | SAMSUNG S D S CO LTD; GIBRALTAR MARKETING COMPANY; THE PRUDENTIAL LIFE LNSURANCE COMPANY OF KOREA | 发明人 | HWANG SOON JAE; LEE KANG SEOL |
专利来源 | 国家知识产权局 | 转化方式 | |
摘要 |
PURPOSE : A system and a method of providing financial consultation according to each financial target of a customer, and a computer-readable recording medium storing a protecting thereof are provided to enable the customer to effectively perform asset management according to each financial target by analyzing financial target information and recommending financial goods to the customer based on an analysis result and a financial design.CONSTITUTION : An old age target analyzing/designing module(100) analyzes fund required for each old age target item in a time series and designs/recommends the required financial goods required to the customer. A child education target analyzing/designing module(200) analyzes the fund required for each child education item in the time series and designs/recommends the required financial goods to the customer. A child wedding target analyzing/designing module(300) analyzes the fund required for each child wedding in the time series and designs/recommends the required financial goods to the customer. A real estate target analyzing/designing module(400) analyzes the fund required for each real estate target in the time series and designs/recommends the required financial goods to the customer.? KIPO 2007 |
主管部门:海南中小企业服务 | 建设单位:海南商业联合会
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