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FINANCIAL PRODUCT RECOMMENDATION PROCESSING SYSTEM, FINANCIAL PRODUCT RECOMMENDATION PROCESSING METHOD, AND FINANCIAL PRODUCT RECOMMENDATION PROCESSING PROGRAM
FINANCIAL PRODUCT RECOMMENDATION PROCESSING SYSTEM, FINANCIAL PRODUCT RECOMMENDATION PROCESSING METHOD, AND FINANCIAL PRODUCT RECOMMENDATION PROCESSING PROGRAM
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机译:金融产品推荐处理系统,金融产品推荐处理方法和金融产品推荐处理程序
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摘要
PROBLEM TO BE SOLVED: To provide a financial product recommendation processing system, a financial product recommendation processing method, and a financial product recommendation processing program which enable a private person to directly invest in a foreign fund.;SOLUTION: A financial product recommendation processing system comprises a recommendation unit which recommends a client of a first area to directly invest in a financial product of a second area, and supports the client for procedures to directly invest in the financial product. The system is configured to: register the client information when the client performs a procedure for admission application; transmit data concerning investment in the financial product to the client when the admission application procedure is completed; select a responsible staff for giving recommendations to the client on the basis of the client information; determine a recommendation date on the basis of recommendation reservation made by the client; support the client for the investment procedures to directly invest in the financial product; and vicariously transmit documents concerning the investment procedures generated by the client to a corporation related to the financial product.;COPYRIGHT: (C)2014,JPO&INPIT
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