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Providing customized financial consulting services based on asset information of financial consumers collected through open API
Providing customized financial consulting services based on asset information of financial consumers collected through open API
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机译:根据通过开放API收集的金融消费者的资产信息提供定制的金融咨询服务
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摘要
The present invention relates to a system for providing a customized financial consulting service based on a banking customer′s asset information collected through an open API. To this end, according to the present invention, the system comprises: a service server interlocking with an open API of a plurality of financial institutions to load asset and banking information of a banking customer to collect and store financial information and match the banking customer with a financial planner to allow only the matched financial planner to inquire the asset information of the matched banking customer; a banking customer terminal; and a financial consulting terminal.
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