Customers are the origin of the operation of financial institutions. The application of the Internet technology makes the potential customer base of financial institutions expand continuously. To screen the customer with the actual demands among the large-scale customer groups and match with the corresponding products is vital to reduce the marketing cost and improve marketing efficiency.

Customer screening solution adopts data analysis technology, mines customer characteristics, analyze potential needs, help financial institutions to establish effective pre-screening models and pre-screening strategies and develop effective and targeted marketing, improve marketing effectiveness, and expand profitability.