| 摘要 |
PROBLEM TO BE SOLVED: To perform the return of screen transition or resumption from the point of time of interruption in a series of selling and business tasks to be performed by a salesperson to a customer in the over-the-counter selling of investment trust in a financial institution.SOLUTION: A financial merchandise selling support system 1 for supporting a task related to the over-the-counter selling of financial merchandise by a salesperson 21 to a customer 22 in an over-the-counter selling company 2 includes: an interview management DB 112 for recording information including the situation of an interview between the salesperson 21 and the customer 22 related to the over-the-counter selling of the object financial merchandise; and an interview management part 11 for causing a salesperson terminal 20 that the salesperson 21 uses to display a predetermined screen in accordance with the progress of the interview, and for recording information related to the transition situation of the scree, the status of the interview and the result of the interview in the interview management DB 112 as necessary, and for, when receiving an instruction to return the transition of the screen from the salesperson terminal 20, causing the salesperson terminal to display a screen corresponding to a return destination in accordance with content based on the information recorded in the interview management DB 112.SELECTED DRAWING: Figure 1 |
