首页>
外国专利>
SYSTEM FOR PROVIDING CUSTOMIZED FINANCIAL CONSULTING SERVICE ON BASIS OF FINANCIAL CONSUMER'S ASSET INFORMATION COLLECTED THROUGH OPEN APIS
SYSTEM FOR PROVIDING CUSTOMIZED FINANCIAL CONSULTING SERVICE ON BASIS OF FINANCIAL CONSUMER'S ASSET INFORMATION COLLECTED THROUGH OPEN APIS
展开▼
机译:基于通过开放式API收集的金融消费者资产信息提供定制的金融咨询服务的系统
展开▼
页面导航
摘要
著录项
相似文献
摘要
The present invention relates to a system for providing a customized financial consulting service on the basis of a financial consumer's asset information collected through open APIs. More specifically, the present invention relates to a system for providing a customized financial consulting service on the basis of a financial consumer's asset information collected through open APIs, the system being capable of: minimizing the inconvenience of direct input by a financial consumer by retrieving asset and finances-related information of the financial consumer through the open APIs provided from financial institutions such as banks, securities companies, the Financial Supervisory Service and the National Tax Service; recommending customized financial products by analyzing the tendencies of the financial consumer through a survey by which financial tendencies and non-financial tendencies of the financial consumer can be analyzed; and providing a more specialized and customized financial consulting service by searching for a financial planner matched according to an exposed item of the financial consumer for each finances-related field and matching the financial planner with the financial consumer.
展开▼