| 摘要 |
BESURE FINANCIAL NETWORK PATENT APPLICATION The Besure Financial Network is a data & networking connection management platform specifically designed for personal consumers (personal member) & operators within the professional services industry (business members). For personal members, the platform provides an online, secure destination to manage their financial & lifestyle data, documentation and adviser communications. It also provides them with a directory to browse professional service provider's information in detail, providing sufficient details to make educated & informed decisions regarding the appointment, retention & replacement of professional service providers. For business members, the system provides a platform to build a referral team of industry members, for the purpose of facilitating the sending, receiving & commission reimbursement payments of client referrals introductions. Additionally, the system provides them ongoing access to their client's financial & lifestyle information to ensure strategies, recommendations & professional advice remain accurate & current. |
