JP2002133111A - Information exchange and instruction method in share investment consulting business and system for it - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide an information exchange and instruction method in a share investment consulting business and a system for it capable of more accurately transmitting information, and allowing a user to invest shares or achieve more profound understanding by operating the system. SOLUTION: In this information exchange and instruction method in the share investment consulting business, a special software provided from a consulting company and installed in a customer computer 21 is started, after the brand information is displayed by operation on a display screen, a screen for questions is displayed, the question contents are transmitted to the consulting company computer 11, and the answer information transmitted to the customer computer 21 is received and displayed. Not only a screen display such as a chart, characters, figures and sentences, but information is transmitted to the customer computer by voice as well, thereby providing information by the sense of hearing in addition to the visual information.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a method and system for information exchange and guidance in a stock investment advisory business using a two-way communication system such as the Internet.

More specifically, it is possible to transmit and provide not only a screen display but also audio information to a customer,
The present invention relates to an information exchange / instruction method and a system for easily obtaining a deeper understanding.

[0003]

2. Description of the Related Art In an investment advisory business that provides consultation on investment in stocks and provides information on buying and selling of stocks, it is important to analyze the stock market, but accurate exchange of information with customers is particularly important. It is important that this information exchange be performed smoothly and quickly.

[0004] In the conventional investment advisory business, consultation is conducted by consultation with customers in the vicinity of the office. However, for customers in remote locations, staff members of the investment adviser respond by telephone or fax. ing.

However, in consultation on stock issues, detailed stock price fluctuation data and analysis of the stock price fluctuations for one company selected from a large number of stocks are necessary and important. It is assumed that customers and staff are looking at the same data.

For this reason, in the conventional investment advisory business, it is necessary to confirm that the same data is being viewed. It is troublesome to confirm that the analysis result is of the company that is the subject of consultation with the staff, and there is a problem that it takes a considerable amount of time to perform this confirmation alone.

[0007] Further, it is difficult to accurately transmit stock market analysis information by telephone or facsimile even while the customer and the staff are watching the same data of stock price fluctuations in the stock market. In addition, there is a problem that the exchange of information becomes complicated in the fax, so that the staff on the investment advisor side spends valuable time.

[0008] Further, since there is no evidence of advice actually given, it is difficult to solve troubles that occur after a customer buys or sells stocks, and even if the contents of a call are recorded and stored, management and retrieval of the contents are difficult. There was a problem that a great deal of labor was required.

In order to address these problems, the applicant of the present invention has disclosed in Japanese Patent Application No. 2000-215614, a method of utilizing a two-way communication system using the Internet, providing specific data and inquiring from customers. With regard to, by devising the order of data provision, inputting questions from customers and providing information from advisory companies, etc.,
An information exchange and guidance method and system in a stock investment advisory business that can make use of the advantages of two-way communication to exchange information that is unlikely to be misunderstood even for beginners in stock markets and customers unfamiliar with PC operation. Offered.

[0010] This information exchange / instruction method and system can provide a timely service for brand consultation and the like, and can provide instruction while directly operating the chart reading method on the actual personal computer screen. In addition, storage and retrieval of communication contents can be easily performed.

[0011]

However, for a customer who is familiar with the contents of stocks and a customer who is accustomed to operating a personal computer, the information is accurately transmitted only by the screen information based on the chart display and the text display by characters. Although this does not occur, for elderly customers or those who are not accustomed to operating stocks and computers, visual information displayed on the screen alone will take time to grasp the contents, cause reading errors, and eyestrain. There is a possibility that the problem of doing so may occur.

[0012] In particular, for elderly customers or customers unfamiliar with personal computers, it may take time to get used to reading information related to stocks accurately while operating a personal computer using only screen information. The present invention has been made to solve the above-mentioned problem, and there is a problem that unnecessary labor is spent when starting to use the information exchange and guidance method and the system in the investment advisory business of the stock. The purpose is to provide information exchange and guidance methods in the investment advisory business for stocks using a two-way communication system, and not only to display screens such as charts, letters, numbers and sentences, but also to transmit information by voice, and to provide visual information. By providing auditory information in addition to information, more accurate information can be transmitted, and deeper understanding can be gained through stock investment and operation of this system. An object of the present invention is to provide a method and system for exchanging information and providing guidance in the investment advisory business for shares that can be obtained.

[0013]

[Means for Solving the Problems] [Information Exchange and Guidance System in the Stock Investment Advisory Business] The information exchange and guidance method in the stock investment advisory business to achieve the above objectives has the following features. It is composed.

1) A first step of installing dedicated application software provided from an advisory company on a customer computer, a second step of activating the dedicated application software installed on the customer computer, and By the operation on the screen displayed by the start, select the stock brand,
A third step of displaying information relating to the selected brand, and displaying the information relating to the selected brand,
A fourth step of displaying a question screen by an operation on the screen of the customer computer, and a fifth step of transmitting the contents of the question to the advisor company computer via the advisor company server by the operation on the question screen. A step of inputting answer information to the advisory company computer that has received the contents of the question; a seventh step of transmitting the answer information to the client computer via the advisory server; and An information exchange / instruction method in a stock investment advisory business, including an eighth step of receiving and displaying answer information, further comprising the steps of: And providing stock information related to the general condition or the selected brand by voice.

In these steps, the order of the above steps is not limited, but may be changed. For example, the reception of the question content and the input of the answer information do not necessarily need to be input after the reception, and may be before or after the automatically selected answer information is automatically selected or the staff member selects and sends a reply.

According to this configuration, the customer can reproduce and listen to the audio information relating to the general condition or the stock information of the selected brand by operating on the screen. You can hear Therefore, it is easier to understand, and it is possible to eliminate misreading of numbers and sentences by a customer, so that information can be transmitted more accurately.

In particular, for elderly and visually impaired customers,
Information by voice is preferable to information by text, and it is very convenient because it is easy to enter the head and does not tire the eyes.

Also, since audio information is provided by an operation on the screen of the customer's computer, the brand and the like which are targeted by visual information such as charts on the screen viewed by the customer and the contents of explanation by the audio information are targeted. Can be easily and reliably matched with the brands and the like.

That is, by configuring so that voice information is obtained through the brand screen, it is possible to easily configure so that voice information for a brand different from the brand displayed on the screen cannot be selected.

The voice information is automatically transmitted when the customer's computer connects to the server of the advisory company or the computer of the advisory company, and the voice information recorded in advance is stored in the memory of the customer's computer. If this memory is recalled by operation on the screen on the side and converted to voice and provided to the customer, the problem of data communication speed at the time of voice display is eliminated, and smooth playback can be performed. Even after the side computer has disconnected from the advisory server or the advisory side computer, the user can listen repeatedly.

2) The method for exchanging and guiding information in the investment advisory business for shares described above is characterized in that a step of receiving the response information by a computer on the customer side and providing the information by voice is provided.

With this configuration, the customer can listen to the answer information not only on the screen but also by voice, so that the nuances of the commentator's mental state and power can be sensed, and the commentator can feel closeness and trust. You can feel the feeling and relieve the psychological anxiety when setting the stock market.

Also, the customer can feel safe and have a sense of mind by listening to the commentator's voice, so that the customer can read the chart calmly and make a decision easily.
In particular, when irregular movements occur in the market price and the player closes immediately, the situation of the commentator can be transmitted promptly by communicating the psychological state of the commentator, etc. Can be eliminated.

In addition, since it is not a direct conversation between the customer and the staff as compared with the telephone, the information is smoothly transmitted, and the staff of the advisor company does not spend more time than necessary. Since it is not necessary to respond immediately, the schedule management of the staff becomes easy.

3) In the above-mentioned information exchange / instruction method in the investment advisory business for stocks, in the third step, at least the information related to the brand selected by the operation on the screen displayed on the customer computer. In part, information on a homepage of a predetermined web address on the Internet at the time of selecting the brand is displayed.

That is, usually, in order for the customer to connect to the Internet, it is necessary to dial up, connect to the network, enter the web address of the home page, and then click the displayed web address. By clicking a button on the brand information display screen, a predetermined web address (URL) is automatically accessed by a program incorporated in advance,
A part or all of the home page is configured to be displayed on the brand information display screen.

According to this configuration, the information on the other company is obtained by the operation on the screen displayed on the computer on the customer side.
Real-time information that the advisor company wants to provide to the customer can be extracted from a homepage at a predetermined address on the Internet and displayed on the screen of the customer computer.

4) The method for exchanging and guiding information in the investment advisory business for shares described above further includes a ninth step of recording the contents of the question and the answer information, and organizing the recorded question contents and the answer information. And providing to the customer regularly or irregularly.

According to this configuration, since the question from the customer and the answer to the question are transmitted and received by electronic information, the record and the search become easy, and the record of the response to the customer can be easily stored by storing the record of the response to the customer. Since it can be searched and presented to customers, troubles can be avoided. In addition, since the information is organized and provided to the customer on a regular or irregular basis, the trust between the customer and the advisor company can be further strengthened.

[Information Exchange and Guidance System in Stock Investment Advisory Business] The information exchange and guidance system in stock investment advisory business for realizing the above information exchange and guidance method in stock investment advisory business is as follows. It has a feature of.

5) An information exchange / instruction system in a stock investment advisory business formed by a client computer, an advisory company computer, a server, a mail server, and the Internet connecting these devices,
Means for receiving stock information provided by the advisory company-side computer; means for selecting stock information; means for displaying information related to the selected stock information on a screen; Means for providing information relating to information by voice, means for creating a question by operation on the screen and transmitting the content of the question to the advisory company computer, and displaying the answer information from the advisory company computer on the screen Means for transmitting the stock information, means for receiving the content of the question, and means for transmitting the answer information to the content of the question to the customer-side computer. It is characterized by being formed.

With this configuration, the customer can listen to not only the overview of stock and stock information of a specific brand provided by the advisor company but also by voice as well as on the screen.

6) In the information exchange and guidance system in the above-mentioned stock investment advisory business, the customer-side computer is provided with means for providing the answer information by voice.

With this configuration, the customer can listen to the answer information not only on the screen but also by voice.

7) Further, in the information exchange / instruction system in the above-mentioned investment advisory business for stocks, the question information and the answer information are recorded and arranged in the advisory company computer, and are regularly or irregularly provided to the customer. It is characterized by providing means for providing.

According to this configuration, a question from a customer and an answer to the question can be stored, organized, and provided to the customer regularly or irregularly.

[0037]

BRIEF DESCRIPTION OF THE DRAWINGS FIG. 1 is a block diagram showing the configuration of an embodiment of the present invention;
The teaching method and its system will be described.

First, an information exchange and guidance system in a stock investment advisory business according to an embodiment of the present invention will be described. [Configuration of Information Exchange / Guidance System] Information Exchange / Guidance System 1 in Stock Investment Advisory Business of Embodiment of the Present Invention
As shown in FIG. 1, a personal computer (advisory company computer: advisory company PC) 11 on the staff S side of an advisory company, a mail server 12, and a server 13
And personal computers (customer-side computers: customer PCs) 21a and 21b of the customers Ua and Ub, and the Internet.

The customer Ub is provided with a customer information terminal device 20b.
b includes a mail transmitting / receiving device 22b capable of receiving an e-mail such as a mobile phone or a mobile phone in addition to the customer PC 21b.

Although FIG. 1 shows only two customers Ua and Ub for the sake of simplicity, it is actually connected to many customer PCs 21 and a large number of customers Ua are connected at once.
It is constituted so that it can respond. FIG. 2 shows each means provided in the customer computer 21 and the advisory company computer 11 in the system of FIG.

The client computer 21 includes stock information receiving means, stock information selecting means, stock information displaying means, stock information voice providing means, question creation and transmission means, answer information receiving means, answer information displaying means, answer information voice providing. It is configured with means and the like.

The advisory company computer 11 is provided with stock information providing means, question content receiving means, answer information creating means, answer information transmitting means, question / answer recording / arranging / providing means, and the like.

The stock information and the answer information include not only drawings such as charts and visual information such as characters, symbols and texts but also audio information. In addition, stock information,
Voice information can be included as well as answer information, but is usually not included to avoid misunderstanding.

[Information Exchange / Guidance Method] Next, an information exchange / guidance method in a stock investment advisory business using the above-mentioned information exchange / guidance system 1 in a stock investment advisory business will be described with reference to FIGS. This will be described with reference to the char.

(First Step) First, as shown in FIG. 3, each customer Ua, Ub (hereinafter, suffixes are omitted and is referred to as U. Other reference numbers are also the same), such as a CD provided by an advisory company. The application software stored in the storage medium 14 is
Install it on the customer PC 21. This installation only needs to be done first and is not necessary after that.

This installation work can be performed by the staff of the advisor company on behalf of the customer U using the PC of the advisor company instead of the customer U using commercially available remote control software. When the operation is performed, or when the staff S of the advisor company performs the operation on behalf of the user, the information can be downloaded from the Internet.

(Second Step) Then, as shown in FIG. 4, the customer U activates the application software installed in the customer PC 21 and displays an “activation screen (activation window)” as shown in FIG. (S21).

(Third Step) The customer selects (clicks) a “chart” which is an introduction button for a “brand selection screen” below the “startup screen”, and selects a “brand” as shown in FIG. A "selection screen" (No. 1) is displayed (S22).

(Step 3A) [Audio Description of Stock Issue (Part 1)] A case will be described in which a voice explanation of stock information relating to this issue is heard (S22A). This is performed according to a sub-flow shown in FIG. Will be

First, the screen of the "brand selection screen (No. 1)" of FIG. 8 is opened (S41 of FIG. 5), and "promising stock" at the lower right is selected (clicked) on this screen (S41).
42).

By selecting this “promising stock”, as shown in the “brand selection screen” (No. 2) of FIG. 9, the “stock brand” in which the column voice information is provided in the “selected brand” on the right side Is displayed in the form of "brand number / brand name / voice information provision date" (S43).

Next, after selecting a specific brand in the column of “selected brand”, clicking “chart” or double-clicking the selected “stock brand” (S44), the stock information (stock price data) And an audio file) are read (S45).

A "voice commentary screen" as shown in FIG. 10 is displayed, a chart of the selected brand and a commentary date are displayed, and voice reproducing software is started (S46), and the selected "stock brand" is displayed. ("S47").

The stock information (screen + sound) is read by the customer PC 21 from the server 13 receiving stock information such as a sound file prepared in advance by the advisory company PC 11 in the server 13 of the system configuration shown in FIG. do it,
It is stored in the hard disk of the customer PC 21.

Depending on the application program which is audio reproduction software for converting audio information into audio, for example, in the case of a Windows (registered trademark) media player, a small screen for controlling generation of audio as shown in FIG. Is displayed, and interruption, fast forward, return, etc. can be instructed.

However, if a part other than the small screen (window) is clicked, the sound is kept flowing, the small screen enters the back side, and a "chart screen" as shown in FIG. Become.

Regarding the date on which the audio commentary was given, the up arrow (circled on the right side of the date) in the chart of the "audio commentary screen" in FIG. 10 or the "chart screen" in FIG. ↑) (If it is more than one day, it will be displayed more than once.) The cursor will move horizontally over the up arrow (↑) in the circle and click to fix the ruled line, and click “Overview”. By opening the “today's overview screen” in FIG. 12 and pressing the “brand number / brand name” button displayed in the “voice description” column on the right side, the voice information provided on this day becomes voice. Flows.

[Audio Description of Stock Overview] If the customer U wants to listen to the audio commentary of the stock overview, the “chart screen” of FIG. 11 is opened according to the subflow of FIG.
51) Set the ruled line to the date on which you want to obtain general information, and select (click) the button "General" on the upper side of the "Chart screen" (S52) to display stock information such as general condition data and stock brand data. (Screen + sound) is read, and by this reading, “Today's general condition screen” as shown in FIG.
Is displayed (S53).

Then, when the user clicks "Listen the situation", the sound reproduction software is activated (S54). Thus, the contents of “explanation of the general condition” are displayed, and the audio commentary on the general condition of the stock is played (S55).

The content of the audio commentary is the same as the "description of the general condition" displayed on the screen, and may be simply read aloud, or may be a more detailed description, or the "description of the general condition". It may be an additional explanation other than the above.

Further, a date column is provided at the upper right of the “today's overview screen”. When a date is entered and the “view overview” button below is clicked, the “today's overview” is displayed for that date. You can open a "screen" and click on the "hear summary" button to hear an audio commentary on the stock overview for that date.

[Audio description of stock issue (No. 2)]
On the right side of the “today's overview screen” in FIG. 12, there is a “voice description” column, and in this column, “today's overview screen” and “brand number / brand name” providing the same day voice description. Is displayed. By selecting the "brand number / brand name" (S56 in FIG. 6), the "voice description screen" in FIG. 10 is displayed and the voice reproduction software is started (S57).
Along with the display of the chart of the selected "stock brand", audio information on the "stock brand" is played (S58).

[Display of Advice] When the user clicks on “Receive Advice” or “List of Advice” in the lower right of FIG. 9, the brand for which advice has been given from the advisory company is displayed in the column of “Selected Brand”. After selecting the “stock” in this column and selecting the “chart” button at the lower right, the chart data of the “stock” selected by the application software is searched, and the chart data of the search result, for example, “stock” The fluctuation of the stock market for 140 days (or 140 weeks, 140 months, 300 days) of the number, brand name, and stock price can be displayed as stock price, change from the previous day, trading volume, and so on.

If necessary, buttons such as “four seasons report”, “time tunnel”, and “simulation” are prepared, and according to the customer's selection, these information providing screens or part of the screens are displayed. Swap and display each data.

[Display of Information on Homepage] And
When "brand number" or "brand name" on the "chart screen" of FIG. 11 is selected, a homepage of a predetermined web address (URL) on the Internet relating to the selected brand is automatically accessed, and this homepage is selected. Display some or all of the above information.

In order for a customer to connect to a homepage on the Internet, it is usually necessary to dial up to connect to a network and enter the web address of the homepage.
By clicking on the “brand number” or “brand name”, a predetermined web address is automatically accessed without the operation of the customer, and a part or all of the home page is displayed on the “chart screen” of FIG. Alternatively, a program created in advance is configured to be displayed so as to be superimposed on the “chart screen”. FIG. 17 shows an example of this display.

According to this configuration, by operating on the screen displayed on the customer PC 21, real-time information that the staff S of the advisory company wants to provide to the customer U, which is information of another company, is transmitted to a homepage of a predetermined address on the Internet. And can be displayed on the customer PC 21.

(Fourth Step) Then, when the customer U wants to ask a question or obtain further information, he selects and clicks the button "Inquiry box" on the upper side of the "Chart screen" in FIG. 11 (FIG. 4). S23).

As a result, as shown in FIG. 13, "Our question" and "Our advice" are displayed so as to overlap the "Chart screen".
Is displayed, click on "Ask a question". As shown in FIG. 14, the "Question box screen" disappears and instead, the "Question screen" is displayed.
Is displayed.

Note that the item of “Question, see ○ advice” in FIG. 13 and the item of “Question screen” in FIG. 14 may be displayed on the same screen, and may be performed on one screen.

(Fifth Step) In this “question screen”,
The content of the question is selected from the inquiry types such as "buy" and "sell (use)", and if necessary, the comment of the question is described and "send" is clicked (S24). By this click, "Question screen" disappears. A message "Successfully completed transmission" is displayed, and the "Chart screen" shown in FIG. 11 is displayed.

According to this transmission instruction, the data of the customer U (account for the advisory company (user ID, brand (selected company name and code), inquiry type (selection content), comment), etc.) are automatically transmitted as parameters, and the advisory company Is transmitted to the server 13.

In this case, the content to be transmitted and received is only necessary and sufficient information selected by a pre-assembled program, so that the amount of communication is small, and communication time and communication record storage / search are simplified.

The server 13 of the advisory company receives this parameter, creates an e-mail, and sends the received parameter to the advisory company.

(Sixth Step) Upon receipt of the e-mail, the staff S of the advisory company creates this answer using a “answer creation screen” as illustrated in FIG. Click the circle at the top of the stylized sentence that is displayed in a static manner to create an answer while incorporating the displayed sentence or character string into the answer column and making it a part of the answer data (S
25).

If necessary, an answer is given by voice, and this voice information is attached to the visual answer data. The answer data may include image information such as a moving image and a still image, in addition to text-based character information and audio information.

(Seventh Step) When the creation of the answer is completed, click “Reply” below to send the text-based answer data and voice data to the server 13 of the advisory company.
To the client U by script processing on the server 13 in the form of e-mail (S2)
6).

At the same time, the answer data is stored in the server 13 or the advisory company PC 11 as backup data for the advisory company together with data such as the content of the question and the date and time (ninth step, S27).

(8th step, 8A step,) In the customer PC 21, "advice reception" is displayed on the "brand selection screen" of FIG.
After clicking, on the “Chart screen” in FIG. 11, click “Inquiry box” again, and
When the small screen of "See answer" is displayed and "See answer" is clicked, as shown in FIG. 16, the "answer screen" displaying the answer is replaced (S28 in FIG. 4), and the voice information is changed. If there is, voice reproduction software is activated, and the voice response is played by voice (S28A).

At the same time, the e-mail sent from the server 13 of the advisory company is sent to the mail server 30 of the customer U.
Is transmitted to the information terminal device 20 of the customer U via
Since the information terminal device 20 is composed of the customer PC 21 and the mail receiving device 22 such as a mobile phone or a mobile phone with an e-mail function, the answer information can be obtained even when the customer U is located outside the place where the customer PC 21 is located.

When the customer U obtains the response information and completes the consultation with the staff S of the advisory company, the customer U ends the dedicated application software (S29).

[Organization and Provision of Question Content and Answer Information] In the server 13 or the advisory company PC11, the ninth
The contents of the question and the answer information recorded in the steps are organized by customer, brand, date (in chronological order), etc., and periodically, such as every six months, or when a certain amount of information is reached ( Irregular)
To provide to customers.

This offer may be sent to the customer PC 21, but it is convenient to print it out and send it by mail or the like, because it can be viewed while looking at the screen or slowly at a different place from the screen.

[Others] It should be noted that the timing at which the stock information (stock price data, voice file, etc.) is read is at a timing other than the above-described timing S43 in FIG. 5 or S53 in FIG. At the time of "Receive" click).

It is preferable to check whether or not the data has already been read at the start of reading, so that the same data is not repeatedly read.

[0086]

As described above, according to the information exchange / instruction method and system in the stock investment advisory business of the present invention, the following effects can be obtained.

A) By operating on the screen displayed on the customer's computer, the customer selects stock information on stock status or stock brand provided by the advisory company, and only looks at this stock information on the screen. No, they can also be heard by voice.

Therefore, the user can listen to the audio commentary while looking at the charts and the like displayed on the screen, so that the information can be more easily understood, the misreading of the sentence by the customer can be eliminated, and the information can be transmitted more accurately. be able to.

In particular, for elderly customers and customers with visual impairment, information by voice is preferable to information by text, and it is easy to get into the head and the eyes are not tired.
It will be very useful.

Further, since the voice information is provided by the operation on the screen of the customer side, the voice information can be limited to those relating to the same items as the visual information such as the chart on the screen viewed by the customer. Can be eliminated, and communication between the customer and the advisory company can be facilitated.

B) In the information exchange and guidance method in the investment advisory business for stocks, the step of receiving the answer information on the client side computer and listening by voice is provided, so that the customer can display the answer information on the screen. Not only that, you can also hear by voice, so you can also feel the nuances of the commentator's mental state and power.

[0092] Therefore, the commentator can feel a sense of closeness and trust, and can alleviate psychological uneasiness when setting a stock market.

[0093] By listening to the commentator's voice, the customer can be relieved and relaxed in the mind, so that the chart can be read calmly and the decision can be made easily. In particular, irregular movements in the market movement,
In the case where the person is to be closed immediately, the psychology of the commentator is also transmitted, so that the situation can be transmitted promptly and the hesitation to perform the operation can be eliminated.

[0094] Further, since it is not a direct conversation between the customer and the staff than by telephone, the customer can surely hear the voice information, and the information transmission proceeds smoothly, and the staff spends more time than necessary. The schedule management of the staff becomes easy because there is no need to respond immediately.

C) In the information exchange and guidance method in the investment advisory business for stocks, at least a part of the information related to the brand selected by the operation on the screen displayed on the customer's computer includes the brand selection. The information on the homepage of the predetermined web address of the Internet at the time can be displayed, so that the customer does not have to take the trouble, but the real-time information that the advisor company wants to provide It can be extracted from the home page of the address and displayed on the customer's computer.

Therefore, the amount of information that can be provided by the advisory company can be remarkably increased, and the advertiser company's homepage on these other companies' websites can be saved and transferred without any trouble, and can be immediately provided to customers. Become.

D) Further, the contents of the question and the answer information are recorded,
By organizing the recorded question contents and answer information and providing them regularly or irregularly to the customer, troubles with the customer can be avoided and the trust relationship between the customer and the advisor company can be further strengthened.

[0098] Further, since the records of these responses can be easily searched, organized, and provided, they serve as study materials for the customer, and the advisory company also has the customer's trend for each brand and the customer's trend for each brand. You can get a valuable database of

[0099] Further, since it is not a direct conversation between the customer and the staff as compared with the telephone, the information transfer proceeds smoothly, the staff time is not spent more than necessary, and even if the answer is not immediate. Because it is good, staff schedule management becomes easy.

[Brief description of the drawings]

FIG. 1 is a system configuration diagram showing an embodiment of an information exchange and guidance system in a stock investment advisory business according to the present invention.

FIG. 2 is a configuration diagram showing each means of a customer computer and an advisory company computer in the system of FIG. 1;
(A) shows the computer on the customer side, and (b) shows the computer on the advisory company side.

FIG. 3 is a flowchart showing a flow of an information exchange / instruction method in a stock investment advisory business according to the present invention, showing installation of dedicated application software.

FIG. 4 is a flowchart showing a flow of an information exchange and guidance method in a stock investment advisory business according to the present invention, showing a flow after installation.

FIG. 5 is a flowchart showing a flow of a voice commentary according to the present invention, showing a flow for listening to a voice commentary on a stock brand from a “brand selection screen”.

FIG. 6 is a flowchart showing a flow of audio commentary according to the present invention, showing a flow for listening to audio commentary on stock overview and audio commentary on stock issues from the “stock overview screen”.

FIG. 7 is a diagram illustrating an example of a “startup screen”.

FIG. 8 is a diagram showing an example of a “brand selection screen (part 1)” before a brand is selected.

FIG. 9 is a diagram showing an example of a “brand selection screen (No. 2)” after brand selection.

FIG. 10 is a diagram illustrating an example of a “voice explanation screen”.

FIG. 11 is a diagram illustrating an example of a “chart screen”.

FIG. 12 is a diagram illustrating an example of a “today's overview screen”.

FIG. 13 is a diagram illustrating an example of an “inquiry box screen”;

FIG. 14 is a diagram showing an example of a “question screen”.

FIG. 15 is a diagram illustrating an example of an “answer creation screen”.

FIG. 16 is a diagram illustrating an example of an “answer screen”.

FIG. 17 is a diagram illustrating an example of a “homepage display screen”.

[Explanation of symbols]

1 Information Exchange and Guidance System in Stock Investment Advisory Business 11 Advisory Company PC 12 Mail Server 13 Server 14 Storage Medium (CD) 20, 20a, 20b Customer Information Terminal Equipment 21, 21a, 21b Customer PC 22, 22, a, 22b Mail Transmission / Reception Equipment (mobile phone, mobile) 30, 30a, 30b Mail server S Advisory company staff U, Ua, Ub Customer

Claims (7)

[Claims] A first step of installing dedicated application software provided by an advisory company on a customer computer; a second step of starting up the dedicated application software installed on the customer computer; A third step of selecting a stock brand and displaying information related to the selected brand by an operation on a screen displayed by the activation; and displaying information related to the selected brand, and then displaying the information related to the selected brand. A fourth step of displaying a screen for a question by an operation on the screen of the fifth step, and a fifth step of transmitting the contents of the question to the advisory company side computer via a server of the advisory company by the operation on the screen for the question, A sixth step of inputting answer information to the advisory company side computer that has received the question content Information exchange in a stock investment advisory business, comprising: a seventh step of transmitting the response information to a client computer via a server of an advisory company; and an eighth step of receiving and displaying the response information on the client computer. In the guidance method, further provided is a step of providing, by voice, stock information relating to the general condition or the selected brand in response to the general condition or the selection of the brand by operation on the screen displayed on the customer's computer. A method for exchanging information and providing guidance in the investment advisory business of stocks, characterized by the following. 2. The method according to claim 1, further comprising the step of receiving the response information on a customer computer and providing the information by voice.
Teaching method. 3. In the third step, at least a part of information related to a brand selected by an operation on a screen displayed on a customer side computer includes a homepage of a predetermined web address on the Internet at the time of selecting the brand. 2. The information as described above is displayed.
Or exchange of information in the investment advisory business of shares described in Paragraph 2
Teaching method. 4. The method according to claim 1, further comprising a ninth step of recording the contents of the question and the answer information, and a step of organizing the recorded contents of the question and the answer information and providing the information to the customer on a regular or irregular basis. 4. The information exchange / guidance method in a stock investment advisory business according to any one of claims 1 to 3, wherein: 5. An information exchange / instruction system in a stock investment advisory business formed by a customer's computer, an advisory company's computer, a server, a mail server, and the Internet connecting these devices, Means for receiving stock information provided by the advisory company-side computer, means for selecting stock information, means for displaying information relating to the selected stock information on a screen, and means for selecting the stock information Means for providing information related to the voice, means for creating a question by operation on the screen and transmitting the content of the question to the advisory company computer, and displaying the answer information from the advisory company computer on the screen Means, the advisory company side computer, means for transmitting the stock information, means for receiving the content of the question, Stock Information exchange and guidance system in investment advisory industry, characterized by being formed and means for transmitting the answer information for the question content to the customer's computer. 6. The information exchange / guidance system in a stock investment advisory business according to claim 5, wherein said customer computer is provided with means for providing said answer information by voice. 7. The computer according to claim 5, further comprising means for recording and organizing the question information and the answer information on the advisory company side computer and providing the information to the customer on a regular or irregular basis. Information exchange and guidance system in the investment advisory business for the listed shares.