TWM652846U - Financial management robot feedback system - Google Patents

Abstract

A financial management robot feedback system includes a financial management robot feedback server and a point calculation server. The point calculation server is connected to the financial management robot feedback server, and the financial management robot feedback server obtains a customer's transaction performance from the point calculation server to provide the customer with a transaction discount.

Description

Financial management robot feedback system

The present invention relates to a financial management robot feedback system. In particular, there is a feedback system for downloading expansion packs for financial robots.

As the financial system becomes increasingly sound, individuals or companies often store funds in financial institutions such as banks. Only a stable financial system can be competitive, respond to various potential threats, resolve financial risks, ensure financial security, and maintain currency stability.

As Chinese people’s financial vision becomes more and more open and investment in overseas financial products becomes more and more common, currently, Chinese people’s investment in overseas funds can be divided into four channels: direct transactions with asset management companies (i.e. fund companies) and transactions through banks. , go through domestic and foreign securities firms or investment banks as intermediaries, or place orders by yourself through online brokers.

Bank transactions are the most convenient, and the professional staff of bank business units will assist customers in financial planning, manage personal assets, and increase customers' wealth.

Generally speaking, when Chinese people make investments, they often use financial institutions such as banks as their window to facilitate asset management. Therefore, how to make investment and financial management closer to life, strengthen the interaction between enterprises and customers, and thereby enhance customer loyalty, so as to create an investment and financial management plan that is mutually beneficial to customers and banks, will help to increase the bank's business profits, and even more Customer loyalty.

The new content is intended to provide a simplified summary of the disclosure so that readers can have a basic understanding of the disclosure. This summary is not an extensive overview of the disclosure and is not intended to identify key/critical elements of the disclosure or to delineate the scope of the disclosure.

One purpose of this new content is to provide a financial management robot feedback system that can provide customers with downloadable content (DLC) to strengthen the interaction between enterprises and customers, thereby enhancing customer loyalty.

In order to achieve the above purpose, one technical aspect of the present invention relates to a financial management robot feedback system including a financial management robot feedback server and a points calculation server. The points calculation server is connected to the financial management robot feedback server, and the financial management robot feedback server obtains a customer's transaction performance from the points calculation server to provide the customer with a transaction discount.

In some embodiments, the financial robot feedback system further includes a member payment record server and a task record server. The member payment record server is connected to the financial management robot feedback server to provide the customer's member payment record to the financial management robot feedback server, while the task record server is connected to the financial management robot feedback server to record the record of customer participation in activities.

In some embodiments, the financial robot feedback server includes a points calculation module that receives the customer's transaction results from the points calculation server.

In some embodiments, the financial management robot feedback server further includes a customer level classification module, which is connected to the points calculation module to classify customers according to their transaction performance.

In some embodiments, the financial management robot feedback server further includes a customer discount providing module connected to the customer level classification module to provide corresponding discounts according to the customer's level.

In some embodiments, the financial management robot feedback server further includes a member payment amount calculation module connected to the customer discount providing module to receive customer member payment records from the member payment record server.

In some embodiments, the financial management robot feedback server further includes a membership level classification module connected to the member payment amount calculation module to perform membership classification based on the customer's membership payment record.

In some embodiments, the financial management robot feedback server further includes a member discount providing module connected to the member level classification module to provide corresponding member discounts according to the customer's membership level.

In some embodiments, the financial management robot feedback server further includes a task publishing module and a task completion feedback module. The task release module is connected to the member discount providing module to release a corporate social responsibility activity to customers, and the task completion feedback module is connected to the task release module to provide a downloadable expansion package to customers after they complete the corporate social responsibility activity. customer.

In some embodiments, the financial management robot feedback server further includes a transaction module connected to the task completion feedback module to trade or exchange downloaded expansion packs.

Therefore, the financial management robot feedback system disclosed in this model can make investment and financial management closer to life, strengthen the interaction between enterprises and customers, thereby enhancing customer loyalty, and effectively create investment and financial management plans that are mutually beneficial to customers and banks, thereby helping It not only improves the bank's business profits, but also enhances customer loyalty.

The following is a detailed description of the embodiments with the accompanying drawings. However, the embodiments provided are not intended to limit the scope of the present disclosure, and the description of the structural operation is not intended to limit the order of its execution. Any recombination of components The structures and devices with equal functions are all within the scope of this disclosure. In addition, the drawings are for illustrative purposes only and are not drawn to original size. To facilitate understanding, the same elements or similar elements will be designated with the same symbols in the following description.

In addition, unless otherwise noted, the terms used throughout the specification and patent application generally have their ordinary meanings when used in the field, in the disclosure and in the special content. . Certain terms used to describe the present disclosure are discussed below or elsewhere in this specification to provide those skilled in the art with additional guidance in describing the present disclosure.

In the embodiments and the scope of the patent application, unless there is a special limitation on the article in the context, "a" and "the" can generally refer to a single one or a plurality. The numbers used in the steps are only used to mark the steps for ease of explanation, but are not used to limit the order and implementation manner.

Secondly, the words "include", "include", "have", "contain", etc. used in this article are all open terms, which mean including but not limited to.

Figure 1 is a schematic diagram of a financial management robot feedback system according to an embodiment of the present invention, and Figure 2 is a schematic diagram of a financial management robot feedback server of the financial management robot feedback system.

First referring to Figure 1, as shown in the figure, the financial robot feedback system 100 includes a financial robot feedback server 110, a points calculation server 120, a member payment record server 130 and a task record server 140. Among them, the points calculation server 120 is connected to the financial management robot feedback server 110, and the financial management robot feedback server 110 obtains the customer's transaction results from the points calculation server 120 to provide customers with transaction benefits. The member payment record server 130 is also connected to the financial management robot feedback server 110 to provide the customer's member payment record to the financial management robot feedback server. In addition, the task record server 140 is also connected to the financial robot feedback server 110 to record records of customer participation in activities.

In some embodiments, the points calculation server 120 is connected to the financial management robot feedback server 110 , and the member payment record server 130 is also connected to the financial management robot feedback server 110 .

In some embodiments, the financial management robot feedback server 110 includes a points calculation module 210 that receives the customer's transaction results from the points calculation server 120 . Among them, transaction performance may include current transaction performance, such as deposit performance, loan principal and interest repayment status, foreign exchange transactions, financial management orders and other transaction performance, which do not deviate from the spirit and scope of protection of the present invention.

In some embodiments, the financial management robot feedback server 110 further includes a customer level classification module 220, which is connected to the points calculation module 210 to classify customers according to their transaction performance. For example, the top 20% of trading performance are classified as diamond customers, the 20%-50% of customers are classified as titanium customers, and the customers who are in the 50%-75% of the trading performance are classified as platinum customers.

In some embodiments, the financial management robot feedback server 110 further includes a customer discount providing module 230, which is connected to the customer level classification module 220 to provide corresponding discounts according to the customer's level. For example, providing credit, foreign exchange, financial management or other discounts to customers of different levels does not deviate from the spirit and scope of protection of this model.

In some embodiments, the financial management robot feedback server 110 further includes a member payment amount calculation module 240, which is connected to the customer discount providing module 230 to receive customer member payment records from the member payment record server 130. It can be a download expansion of the investment robot, which can be bought out or rented with a monthly paid subscription, such as an index overview download expansion package, an on-shelf product expansion wish package, an investment parameter customized package, a country/industry configuration customized package, Event transaction backtest package, regression analysis correlation package, correlation reminder transaction package, robot chat package, robot appearance skin package and installation package, robot character package and installation package, DLC communication (buy, sell or exchange function) and other expansion packages, etc. , none of which deviates from the spirit and protection scope of the present invention. In addition, it is worth noting that the robot appearance skin package and installation package, as well as the robot character package and installation package, must be purchased at the same time before the character or appearance can be changed.

In some embodiments, the financial management robot feedback server 110 further includes a membership level classification module 250 connected to the member payment amount calculation module 240 to perform membership grading based on the customer's membership payment record. For example, it is divided into gold award members, silver award members and bronze award members.

In some embodiments, the financial management robot feedback server 110 further includes a member discount providing module 260, which is connected to the member level classification module 250 to provide corresponding member discounts according to the customer's membership level, for example, according to different levels and levels. Providing members with exclusive rewards such as foreign exchange, financial management or credit cards does not deviate from the spirit and protection scope of this model.

In some embodiments, the financial robot feedback server 110 further includes a task publishing module 270 connected to the member discount providing module 260 to publish a corporate social responsibility activity to customers, which can be via phone, email and/or Notification in the form of text messages does not deviate from the spirit and scope of protection of this invention.

In some embodiments, the financial management robot feedback server 110 further includes a task completion feedback module 280, which is connected to the task release module 270, so as to reward the customer with an exclusive download expansion package after the customer completes the corporate social responsibility activity. .

In some embodiments, the financial management robot feedback server 110 further includes a transaction module 290, which is connected to the task completion feedback module 280 to conduct the purchase, sale or exchange of downloaded expansion packages, which does not deviate from the spirit and protection scope of the present invention. .

To sum up, the financial management robot feedback system mentioned above can make investment and financial management closer to life, strengthen the interaction between enterprises and customers, thereby enhance customer loyalty, effectively create investment and financial management plans that are mutually beneficial to customers and banks, and then have It helps improve the bank's business profits and enhances customer loyalty.

Although the disclosure has been disclosed in the above embodiments, it is not intended to limit the disclosure. Anyone with ordinary knowledge in the art can make various modifications and modifications without departing from the spirit and scope of the disclosure. Therefore, the disclosure The scope of protection shall be subject to the scope of the patent application attached.

100: Financial management robot feedback system 110: Financial management robot feedback server 120: Points calculation server 130:Member payment record server 140: Task record server 210: Points calculation module 220:Customer level classification module 230:Customer discount provision module 240:Member payment amount calculation module 250:Member level classification module 260: Member discount module 270:Task release module 280: Mission completion feedback module 290:Trading module

In order to make the above and other objects, features, advantages and embodiments of the present disclosure more obvious and understandable, the accompanying drawings are described as follows: Figure 1 is a schematic diagram of a financial management robot feedback system according to an embodiment of the present invention. Figure 2 is a schematic diagram of a financial management robot feedback server of a financial management robot feedback system according to an embodiment of the present invention.

100: Financial management robot feedback system

110: Financial management robot feedback server

120: Points calculation server

130:Member payment record server

140: Mission Record Server

Claims (10)

A financial management robot feedback system, including: a financial robot feedback server; and A points calculation server is connected to the financial management robot feedback server, wherein the financial management robot feedback server obtains a customer's transaction performance from the points calculation server to provide the customer with a transaction discount. The financial robot feedback system as described in request item 1 further includes: A member payment record server connected to the financial management robot feedback server to provide the customer's member payment record to the financial management robot feedback server; and A task record server is connected to the financial robot feedback server to record the customer's participation in activities. The financial management robot feedback system as described in request item 2, wherein the financial management robot feedback server includes: A points calculation module receives the transaction results of the customer from the points calculation server. The financial management robot feedback system as described in request item 3, wherein the financial management robot feedback server further includes: A customer level classification module is connected to the points calculation module and classifies the customer based on the customer's transaction performance. The financial management robot feedback system as described in request item 4, wherein the financial management robot feedback server further includes: A customer discount providing module is connected to the customer level classification module to provide corresponding discounts according to the customer's level. The financial management robot feedback system as described in request item 5, wherein the financial management robot feedback server further includes: A member payment amount calculation module is connected to the customer discount providing module to receive the member payment records of the customer from the member payment record server. The financial management robot feedback system as described in request item 6, wherein the financial management robot feedback server further includes: A membership level classification module is connected to the member payment amount calculation module to perform membership grading based on the member payment records of the customer. The financial management robot feedback system as described in request item 7, wherein the financial management robot feedback server further includes: A membership discount providing module is connected to the membership level classification module to provide corresponding membership discounts according to the customer's membership level. The financial management robot feedback system as described in request item 8, wherein the financial management robot feedback server further includes: a task publishing module connected to the member discount providing module to publish a corporate social responsibility activity to the customer; and A task completion feedback module is connected to the task release module and provides a download expansion package to the customer after the customer completes the corporate social responsibility activity. The financial management robot feedback system as described in request item 9, wherein the financial management robot feedback server further includes: A trading module is connected to the task completion feedback module to trade or exchange the downloaded expansion pack.

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