JP2008152812A - Financial institution business support system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a financial institution business support system which improves the operability by associating registration of business daily reports and registration of prospectus delivery results with each other. <P>SOLUTION: The financial institution business support system for supporting business operations in a financial institution includes: a database 120 wherein business daily reports having contents of contact with customers and including information showing whether prospectuses have been delivered to the customers or not and prospectus delivery results showing information relating to prospectuses delivered to the customers are recorded in association with each other; a business daily report registration means which registers business daily reports with the database 120; and a prospectus delivery result registration means which registers prospectus delivery results with the database 120 and reflects it on business daily reports that prospectuses have been delivered. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

The present invention relates to a financial institution sales support system capable of linking, for example, registration of a daily business report and registration of a prospectus delivery result in order to support sales operations in a financial institution.

  Financial institutions such as securities companies that sell financial products such as investment trusts have been systematizing daily business reports for registering contact details with customers. As an example of this system, there is a system that shares a daily business report registered by a salesperson of a financial institution within a branch.

  On the other hand, when financial institutions sell financial products, there are many cases where explanations about risks are not sufficiently given to customers, which causes troubles. For this reason, the financial product sales law, which came into effect from April 2001, requires a financial institution to issue a prospectus of the financial product to the customer when selling the financial product. Along with this, the systematization of management regarding the issuance of prospectuses is being promoted.

  However, the management related to the issuance of the prospectus described above and the registration of the business daily report are completely independent, and the current situation is that they are not well linked in terms of operability. For example, the business daily report system leaves the prospectus issued as a business daily report, and management of the prospectus delivery is performed by a system different from the business daily report system.

  The present invention has been made in view of the above-described problems, and an object of the present invention is to provide a financial institution sales support system that can improve the operability by linking the registration of daily business reports and the registration of prospectus delivery results. And

  In order to achieve the above-described object, the present invention provides a financial institution sales support system for supporting business operations in a financial institution, a prospectus delivery result registration means for registering a prospectus delivery to a customer, a customer, Business daily report storage means for storing the contact details of the customer as a daily business report, and the business daily report for the customer stored in the business daily report storage means for the prospectus delivery results for the customer registered in the prospectus delivery result registration means And a data association means for associating with.

  According to such a configuration, the operability is improved in a series of operations from the registration of the business daily report to the registration of the prospectus delivery result by linking the registration of the business daily report and the registration of the prospectus delivery result. The data association means of the present invention can be configured to provide an identifier for identifying two or more related data, for example, or to associate predetermined storage areas in storage means such as a database with each other on an address. .

  Further, the financial institution sales support system of the present invention is characterized by comprising business daily report display means for displaying the business daily report stored in the business daily report storage means by reflecting the delivery results of the prospectus. Is.

  According to such a configuration, the prospectus delivery results are displayed in the daily business report, and the presence or absence thereof can be easily recognized.

  Furthermore, in the financial institution sales support system of the present invention, the prospectus issue record registration means is formed on the daily business report display screen displayed by the daily business report display means.

  According to such a configuration, it is possible to register the prospectus delivery results together with the creation of the daily business report.

  In the embodiment of the present invention, a financial institution sales support system for supporting a business operation in a financial institution, which is a business daily report including whether or not a prospectus has been issued as a content of contact with a customer, A database that records the prospectus delivery results that are information related to the prospectus issued to the customer in association with each other, a business daily report registration means that registers the business daily report in the database, and the prospectus delivery results are registered in the database. There is disclosed a financial institution sales support system comprising a prospectus delivery result registration means for reflecting in a daily business report that a prospectus has been issued.

  Further, in the embodiment of the present invention, a financial institution sales support server for supporting a business operation in a financial institution, which is a contact information with a customer and includes a business daily report including whether or not a prospectus has been issued and Prospectus issuance record, which is information related to the prospectus issued to the customer, is recorded in the database in association with the prospectus, and the prospectus is received from the financial institution sales support client for performing input and output to the user. A financial institution sales support server is disclosed in which a record is registered in the database, and the daily business report received from the financial institution sales support client is registered in the database.

  In the embodiment of the present invention, the client is a financial institution sales support client for supporting business operations in a financial institution, and the daily business report including whether or not the prospectus has been issued is a content of contact with the customer. And when the prospectus is delivered to the customer, the prospectus issuance result, which is information on the prospectus, is created, and the prospectus issuance result is transmitted to the financial institution sales support server, There is disclosed a client for financial institution business support that reflects the delivery of a prospectus in the daily business report and transmits the business daily report to the financial institution business support server. According to such a client, the operability is improved in a series of operations from the registration of the daily business report to the registration of the prospectus delivery result by linking the registration of the daily business report and the registration of the prospectus delivery result. In addition, by registering the prospectus delivery results, the prospectus delivery column of the business daily report registration screen is automatically checked, so salespeople must remember to issue prospectuses and register prospectus delivery results. Can do.

As described above in detail, according to the present invention, it is possible to provide a financial institution sales support system capable of improving the operability by linking the registration of the daily business report and the registration of the prospectus delivery results. Play.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings. First, the configuration of a financial institution sales support system will be described with reference to FIG. FIG. 1 is a block diagram showing an example of the configuration of a financial institution sales support system in the present embodiment. This financial institution sales support system includes a head office 100 and a branch office 200. The head office 100 includes a server 110 and a client 130 connected to the database 120. The branch 200 is composed of a client 130A. The client 130 and the client 130A perform the same operation. Further, there may be a plurality of clients 130 and clients 130A. The server 110 and the clients 130 and 130A are connected by an intranet 300.

  Note that the database 120 may be provided in the server 110, and the server 110 and the client 130 may be integrated, and is not limited to the form shown in FIG.

  Next, an outline of the operation of the financial institution sales support system will be described with reference to FIG. A salesperson at the head office 100 accesses the server 110 from the client 130 via the intranet 300. A sales employee in the branch 200 accesses the server 110 via the intranet 300 from the client 130A.

  The database 120 stores daily business reports, prospectus delivery results, and the like in association with each other. Here, the business daily report is information in which the contents of one contact with a customer are recorded, and includes information such as whether or not a prospectus has been issued. Prospectus issuance results are information on prospectus issued to customers.

  The clients 130 and 130A display a display of a business daily report registration screen functioning as a business daily report registration unit and a prospectus book delivery result registration screen functioning as a prospectus registration unit, and accept the input of the sales staff. The business daily report registration screen includes, for example, a “daily report save button” for registering a business daily report, a prospectus delivery column for checking whether or not a prospectus has been issued, customer code, date and time of contact with the customer, customer It is a screen provided with input functions, such as a contact method, a customer contact purpose, and a proposed product. The prospectus delivery results registration screen is a "Save button" for registering prospectus delivery results, delivery date, delivery method, product name, prospectus date, confirmation receipt date, etc. for prospectuses delivered to customers This is a screen with an input function. These will be described later with reference to FIGS.

  The server 110 registers the daily business reports and prospectus delivery results received from the clients 130 and 130A in the database 120.

  Here, all the operations in the server 110 and the clients 130 and 130A are realized by software. This software may be in the form of a Web application, for example.

  Next, details of the operation of the financial institution sales support system will be described with reference to FIGS. FIG. 2 is a flowchart showing an example of the operation of the financial institution sales support system in the present embodiment. Here, description will be made on the assumption that the salesperson of the main store 100 browses the screen displayed on the client 130 and performs input using the client 130. Note that the salesperson of the branch 200 can perform the same operation using the client 130A.

  First, the client 130 displays a business daily report registration screen (S1). FIG. 3 is a diagram showing an example of the daily business report registration screen. Here, when the sales staff issues a prospectus in contact with the customer, the sales staff registers the prospectus delivery results in the client. When the sales staff wishes to display the prospectus issuance record registration screen in order to register the prospectus issuance record, for example, after inputting the customer code 10 on the daily business report registration screen shown in FIG. Press the button “60”.

  Here, the client 130 determines whether or not the salesperson desires to display the prospectus grant record registration screen (S2). If the salesperson does not wish to display the prospectus issue record registration screen (S2, N), the flow proceeds to processing S3.

  On the other hand, when the salesperson desires to display the prospectus grant record registration screen (S2, Y), the client 130 opens a new window and displays the prospectus grant record registration screen (S11). FIG. 4 is a diagram illustrating an example of a prospectus issue record registration screen. The sales employee inputs the prospectus delivery results on the prospectus delivery results registration screen shown in FIG. 4 (S12).

  Next, when the salesperson wishes to end the prospectus issuance record registration screen after registering the prospectus grant record, the “sales button” 70 is pushed on the prospectus record achievement record screen shown in FIG. In addition, if the sales staff wishes to exit the prospectus issuance record registration screen without registering the prospectus issuance record, the prospectus issuance record registration screen shown in FIG. Instruct. This is performed, for example, by pressing an end button (not shown).

  Here, the client 130 determines whether or not the salesperson desires to register the prospectus grant record (S13). If the salesperson does not wish to register the prospectus grant record (S13, N), the flow proceeds to process S16.

  On the other hand, when the sales employee desires to register the prospectus delivery result (S13, Y), the client 130 transmits the prospectus issue result to the server 110 via the intranet 300. The server 110 that has received the prospectus grant record registers the prospectus grant record in the database 120 (S14).

  Next, the client 130 updates the business daily report registration screen, reflecting that the prospectus has been issued (S15). FIG. 5 is a diagram showing an example of a daily business report registration screen after registering the prospectus delivery results. When the sales employee inputs the prospectus delivery result on the prospectus delivery result registration screen shown in FIG. 4 and presses the “save button” 70, the prospectus is automatically displayed in the prospectus delivery column of the business daily report registration screen as shown in FIG. A check is put in. Here, the prospectus delivery column on the business daily report registration screen may be structured so that it cannot be manually checked.

  Next, the client 130 closes the window and deletes the prospectus grant record registration screen (S16), and the flow returns to the process S3.

  If the salesperson does not wish to display the prospectus issue record registration screen (S2, N), or after the prospectus record record registration screen is deleted (S16), the salesperson will contact the customer at the date and time The method, the purpose of contact with the customer, the proposed product, etc. are input to the client 130 as a daily business report (S3).

  When a salesperson wishes to register a daily business report, he presses a “daily report save button” 30 on the business daily report registration screen shown in FIG. Here, the client 130 determines whether or not the salesperson desires to register the daily business report (S4). If the salesperson does not wish to register the daily business report (S4, N), the flow proceeds to processing S6. On the other hand, when the salesperson desires to register the daily business report (S4, Y), the client 130 transmits the daily business report to the server 110 via the intranet 300. The server 110 registers a daily business report in the database 120 (S5).

  When the salesperson desires to end the business daily report registration screen, it is performed, for example, by pressing an end button (not shown) on the business daily report registration screen shown in FIG. Instruct the end of the daily business report registration screen. Here, the client 130 determines whether or not the salesperson wishes to end the business daily report registration screen (S6). If the salesperson does not wish to end the business daily report registration screen (S6, N), the flow returns to the process S2. On the other hand, if the salesperson wishes to end the business daily report registration screen (S6, Y), the client 130 closes the window, deletes the business daily report registration screen (S7), and ends this flow.

  According to the embodiment of the present invention, operability is improved in a series of operations from registration of a daily business report to registration of a prospectus delivery result by linking registration of a daily business report and registration of a prospectus delivery result. . In addition, since the prospectus is automatically checked in the prospectus delivery column of the business daily report registration screen by registering the prospectus delivery results, the sales staff must remember to issue the prospectus and register the prospectus delivery results. Can do.

It is a block diagram which shows an example of a structure of the financial institution sales support system in this Embodiment. It is a flowchart which shows an example of operation | movement of the financial institution sales support system in this Embodiment. It is a figure which shows an example of a business daily report registration screen. It is a figure which shows an example of a prospectus issue results registration screen. It is a figure which shows an example of the business daily report registration screen after registering a prospectus issue result.

Explanation of symbols

  100 head office, 110 server, 120 database, 130, 130A client, 200 branches, 300 intranet.

Claims (3)

A financial institution sales support system for supporting sales operations in a financial institution,
Prospectus issuance record registration means for registering prospectus issuance record for customers,
A daily business report storage means for storing customer contact details as a daily business report;
A financial correlating means for associating a prospectus delivery record for the customer registered in the prospectus delivery record registration means with a business daily report for the customer stored in the business daily report storage means Institutional sales support system. The financial institution sales support system according to claim 1,
A financial institution sales support system comprising business daily report display means for displaying the business daily report stored in the business daily report storage means by reflecting the delivery results of the prospectus. In the financial institution sales support system according to claim 1 or claim 2,
The financial institution sales support system, wherein the prospectus delivery result registration means is formed on the business daily report display screen displayed by the business daily report display means.

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