MARKETING SYSTEM AND METHOD USING THEREOF

摘要

PURPOSE: A marketing system for a financial consulting window and a method using thereof are provided to offer customized financial service information according to the analyzed interest of a client. CONSTITUTION: A consultant terminal requests a recommended product portfolio list for a client to the marketing automation system(13). The marketing automation system offers the recommended product portfolio list to the client terminal. The client terminal comprises a framework unit(101). The framework unit offers a user interface about a specific user.