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| Personal Financial Planne |
This sales tool helps bank's customer plan
his/her finance and hence assists the bank to sell it's own financial
products, for example,
- Investment products, such as unit trust, mutual fund, self managed
security account.
- Loan products, such as mortgage, bridging loan, personal loan,
car loan.
- Insurance products, such as home care insurance, life insurance,
and annuity.
- Various bank accounts, such as option linked deposit, forex account,
express cash, and credit card.
The system will assess the customer risk appetite level based on
his/her background information, investigate his/her financial needs
such as retirement or children education, and calculate the optimal
investment portfolio for the customer. |
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