您好,欢迎来到海南中小企业大数据中心及公共服务平台!     请登录   免费注册
专利概况
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

参与列表

主管部门:海南中小企业服务 | 建设单位:海南商业联合会

版权所有:海南商业联合会 | 备案号:粤ICP备13083911号(ICP加挂服务)@2017