TWM548860U - Intelligent custom service system - Google Patents

Description

Intelligent guest service system

The present invention relates to an intelligent guest service system, and more particularly to an intelligent guest service system using big data analysis technology.

When a bank's customers come to a business unit to handle financial business, it is generally the customer's own initiative to provide identity information (such as identity card, passbook), and the sales staff can know the identity of the customer. In such a passive situation, the bank can't provide the customer with the appropriate service as soon as the customer comes.

Accordingly, it is an object of the present invention to provide an intelligent guest service system that is capable of improving the shortcomings of the prior art.

Therefore, the novel intelligent guest service system comprises a signal transmitter, a portable electronic device, a management server, a data analysis server and a terminal electronic device. The signal transmitter is used to broadcast a location identification material associated with the location of the signal transmitter. The portable electronic device is used by a customer to operate and stores a customer identification data corresponding to the customer, and when adjacent to the signal transmitter, the portable electronic device can establish a communication connection with the signal transmitter. The management server is electrically connected to the portable electronic device. The data analysis server is electrically connected to the management server, and stores the customer identification data, a customer data corresponding to the customer identification data, and a plurality of product information. The terminal electronic device is electrically connected to the management server.

When the portable electronic device receives the location identification data, the portable electronic device transmits the location identification data and the customer identification data to the management server. When the management server receives the location identification data and the customer identification data, the management server transmits an analysis request to the data analysis server, and the analysis request includes the customer identification data. When the data analysis server receives the analysis request, the data analysis server accesses the customer data corresponding to the customer identification data, and selects at least one target of the product information according to the customer data, and the at least one A target product message is transmitted to the management server. When the management server receives the at least one target product message, the management server transmits the at least one target product message to the terminal electronic device according to the location identification data. When the terminal electronic device receives the at least one target product message, the terminal electronic device outputs the at least one target product message.

In some implementations, in the step of transmitting, by the data analysis server, the at least one target product message to the management server, the data analysis server further transmits the customer profile to the management server. And the step of the management server transmitting the at least one target product message to the terminal electronic device, the management server further transmitting the customer profile to the terminal electronic device. In the step of outputting the at least one target product message by the terminal electronic device, the terminal electronic device further outputs the customer data.

In some implementations, the management server stores a location data corresponding to the location identification data and indicating the location of the signal transmitter. In the step of the management server transmitting the analysis request to the data analysis server, the analysis request further includes the location data corresponding to the location identification data. When the data analysis server receives the analysis request, the data analysis server first updates the customer data according to the customer identification data and the location data, and then selects at least one target of the product information according to the updated customer data. By.

In some implementations, the smart guest service system further includes a message push server electrically connected to the management server. When the management server receives the at least one target product message, the management server further transmits the at least one target product message to the message push server. When the message pushing server receives the at least one target product message, the message pushing server transmits the at least one target product message to the portable electronic device. When the portable electronic device receives the at least one target product message, the portable electronic device outputs the at least one target product message.

The function of the present invention is that the location of the customer is located by the signal transmitter, the portable electronic device and the management server, and the at least one target product information is selected according to the customer data by the data analysis server. And outputting the at least one target product message by the terminal electronic device enables the salesperson to perform customized product marketing in time when the customer visits the business unit.

Referring to FIG. 1 , an embodiment of the smart guest service system 100 includes a signal transmitter 1 , a portable electronic device 2 , a management server 3 , and a data analysis server 4 . A terminal electronic device 5 and a message push server 6 electrically connected to the management server 3.

The signal transmitter 1 is used to broadcast a location identification material related to the location of the signal transmitter 1. The signal transmitter 1 of this embodiment is a Beacon transmitter and is installed in a business unit of a financial institution. The location identification data includes Major (for example, to indicate the business unit) and Minor (for example, to indicate the business). One counter of the unit).

The portable electronic device 2 is used by a customer to operate, and stores a customer identification data corresponding to the customer, and when adjacent to the signal transmitter 1, the portable electronic device 2 can be connected to the signal transmitter 1 Establish a communication link. The portable electronic device 2 is a smart phone in this embodiment.

The management server 3 is electrically connected to the portable electronic device 2, and stores a location data D3 corresponding to the location identification data and indicating the location of the signal transmitter 1.

The data analysis server 4 is electrically connected to the management server 3, and stores the customer identification data, a piece of customer data D1 corresponding to the customer identification data, and a plurality of product messages D2. In this embodiment, the customer profile D1 includes the customer's identity basic information (such as name, last name, age), the customer's transaction record at the financial institution, the client's asset management scale, the customer's credit card information, The browsing history of the financial institution's web page, the customer's record of the customer's financial institution's customer service, and the customer's visit to the financial institution's record (eg, frequency and frequency).

The terminal electronic device 5 is electrically connected to the management server 3 and is used for operation by a salesperson of the business unit of the financial institution. The terminal electronic device 5 is, for example, a tablet computer or a desktop computer, but is not limited thereto.

The flow steps of the control method of the smart guest service system 100 will be described below with reference to FIGS. 1 and 2. First, as shown in step S01, when the portable electronic device 2 receives the location identification data, the portable electronic device 2 transmits the location identification data and the customer identification data to the management server 3. In this embodiment, the signal transmitter 1 broadcasts an application identification data (UUID) in addition to the location identification data, and the portable electronic device 2 is installed with an application corresponding to the application identification data. And when the portable electronic device 2 receives the application identification data, the portable electronic device 2 executes the application corresponding to the application identification data according to the application identification data, and the application enables the portable device The electronic device 2 transmits the location identification data and the customer identification data to the management server 3.

Then, as shown in step S02, when the management server 3 receives the location identification data and the customer identification data, the management server 3 transmits an analysis request to the data analysis server 4, and the analysis request includes the customer identification. The information, and the location data D3 corresponding to the location identification data.

Then, as shown in step S03, when the data analysis server 4 receives the analysis request, the data analysis server 4 updates the customer data D1 according to the customer identification data and the location data D3, that is, updates the customer data D1. The customer's visit to the financial institution's record.

Then, as shown in step S04, the data analysis server 4 accesses the updated customer data D1 corresponding to the customer identification data, and selects at least one of the product information D2 according to the updated customer data D1. By. For example, if the customer profile D1 indicates that the customer is a 27-year-old female, a payroll transferer, and no credit card of the financial institution, the target product message D2 is related to the recommended one-card credit card; and in another case, if the customer Information D1 indicates that the customer is a 35-year-old male, a payroll transferee, a high-asset asset management income, a stock purchase habit, and often checks the exchange rate of each financial institution's currency through a computer. The target product message D2 is related to the recommended foreign currency investment type. commodity. That is to say, step S04 recommends a suitable product for the customer by means of big data analysis.

Next, as shown in step S05, the data analysis server 4 transmits the at least one target product message D2 and the customer data D1 to the management server 3.

Then, as shown in step S06, when the management server 3 receives the at least one target product message D2 and the customer profile D1, the management server 3 generates the at least one target product message D2 and the client according to the location identification data. The data D1 is transmitted to the terminal electronic device 5.

Then, as shown in step S07, when the terminal electronic device 5 receives the at least one target product message D2 and the customer profile D1, the terminal electronic device 5 outputs the at least one target product message D2 and the customer profile D1. Thereby, the salesperson operating the terminal electronic device 5 can immediately know the at least one target product message D2 and the customer profile D1 from the terminal electronic device 5, and immediately market the target product message D2 to the customer on the spot. The related product, and the customer data D1 helps the salesperson to quickly grasp the background information of the customer and facilitate the marketing interview.

Then, as shown in step S08, the management server 3 transmits the at least one target product message D2 in addition to the at least one target product message D2 and the customer data D1 to the terminal electronic device 5 as in step S06. Push the server 6 to the message.

Then, as shown in step S09, when the message pushing server 6 receives the at least one target product message D2, the message pushing server 6 transmits the at least one target product message D2 to the portable electronic device 2 .

Finally, as shown in step S10, when the portable electronic device 2 receives the at least one target product message D2, the portable electronic device 2 outputs the at least one target product message D2. Thereby, the customer can also know the at least one target product message D2 from the portable electronic device 2 operated by the customer, thereby achieving the marketing effect.

In summary, the embodiment of the smart guest service system 100 locates the location of the customer by the signal transmitter 1, the portable electronic device 2, and the management server 3, and analyzes the server by using the data. 4: selecting the at least one target product message D2 according to the customer data D1, and outputting the at least one target product message D2 by the terminal electronic device 5, so that the salesperson can customize the customer when the customer visits the business unit. The product marketing, so it can achieve the purpose of this new type.

However, the above is only the embodiment of the present invention. When the scope of the novel implementation cannot be limited thereto, all simple equivalent changes and modifications according to the scope of the patent application and the contents of the patent specification are still This new patent covers the scope.

100‧‧‧Smart Guest Service System
1‧‧‧Signal transmitter
2‧‧‧Portable electronic devices
3‧‧‧Management Server
4‧‧‧Data Analysis Server
5‧‧‧Terminal electronic devices
6‧‧‧Message Push Server
D1‧‧‧Customer Information
D2‧‧‧Product Information
D3‧‧‧Location Information
S01~S10‧‧‧ Process steps

Other features and effects of the present invention will be apparent from the following description of the drawings, wherein: FIG. 1 is a schematic diagram of a hardware connection relationship of an embodiment of the novel intelligent guest service system; and FIG. 2 is A flow chart of an embodiment.

100‧‧‧Smart Guest Service System

1‧‧‧Signal transmitter

2‧‧‧Portable electronic devices

3‧‧‧Management Server

4‧‧‧Data Analysis Server

5‧‧‧Terminal electronic devices

6‧‧‧Message Push Server

D1‧‧‧Customer Information

D2‧‧‧Product Information

D3‧‧‧Location Information

Claims (4)

An intelligent guest service system comprising: a signal transmitter for broadcasting a location identification data related to a location of the signal transmitter; a portable electronic device for use by a customer, and storing a corresponding one for the signal The customer's customer identification data, and when adjacent to the signal transmitter, the portable electronic device can establish a communication connection with the signal transmitter; a management server electrically connected to the portable electronic device; The device is electrically connected to the management server and stores the customer identification data, a customer data corresponding to the customer identification data, and a plurality of product messages; and a terminal electronic device electrically connected to the management server; The portable electronic device receives the location identification data, and the portable electronic device transmits the location identification data and the customer identification data to the management server; when the management server receives the location identification data and the client Identifying the data, the management server transmitting an analysis request to the data analysis server, the analysis request including the guest The user identification data; when the data analysis server receives the analysis request, the data analysis server accesses the customer data corresponding to the customer identification data, and selects at least one target of the product information according to the customer data, Transmitting the at least one target product message to the management server; and when the management server receives the at least one target product message, the management server transmits the at least one target product message to the terminal electronic device according to the location identification data The device outputs the at least one target product message when the terminal electronic device receives the at least one target product message. The smart guest service system of claim 1, wherein in the step of transmitting, by the data analysis server, the at least one target product message to the management server, the data analysis server further transmits the customer data to the a management server, wherein the management server transmits the at least one target product message to the terminal electronic device, the management server further transmits the customer profile to the terminal electronic device; and the terminal electronic device outputs the at least In the step of a target product message, the terminal electronic device also outputs the customer profile. The smart guest service system of claim 1, wherein the management server stores a location information corresponding to the location identification data and indicating the location of the signal transmitter; and the management server transmits the analysis request to the location In the step of analyzing the server, the analysis request further includes the location data corresponding to the location identification data; when the data analysis server receives the analysis request, the data analysis server is based on the customer identification data and the The location information updates the customer profile, and then selects at least one of the target messages based on the updated customer profile. The smart guest service system of claim 1, further comprising a message push server electrically connected to the management server; when the management server receives the at least one target product message, the management server further Transmitting at least one target product message to the message push server; and when the message push server receives the at least one target product message, the message push server transmits the at least one target product message to the portable electronic device The portable electronic device outputs the at least one target product message when the portable electronic device receives the at least one target product message.