| 摘要 |
The present invention relates to a financial consulting system using financial psychology analysis of a customer and a method thereof, more particularly, to a financial consulting system and a method which includes: an information input step of receiving information related to circumstances of a customer; a financial psychology information input step of receiving questionnaire information for financial psychology diagnosis; a financial psychology analysis step of analyzing a financial psychology of a customer based on the questionnaire information inputted through the financial psychology information input step; an analysis report writing step of writing a financial psychology diagnosis result report based on the data of the customer analyzed through the financial psychology analysis step; and an analysis information transmission step of transmitting the financial psychology diagnosis result report written through the analysis report writing step to recipient information of the customer inputted in the information input step. Therefore, the customer can objectively understand trends, types, obstacles, financial psychology health status and sense of values on the customer′s asset, can complement parts which are lower than the standard by comparing a measured point of the customer with the standard point, and can further improve parts which are greater than the standard. |
