Method and system for analyzing and handling the customer files of a financial institution
US6029153A · kind A · utility
Assignee
Inventors
Key dates
| Filing date | Sep 11, 1997 |
| Grant date | Feb 22, 2000 |
| Priority date | — |
| Expiry date | Sep 11, 2017 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q20/1085
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system and method for identifying and communicating the availability of additional products to at least one customer of a financial institution is disclosed. A processor analyses data about the customer and identifies characteristics indicative of financial products compatible with the customer's financial needs. The customer's files are appropriately electronically tagged and representatives of the financial institution are alerted of the marketing opportunity and, in turn, communicate the availability of the product to said customer. The representative may be a teller, branch manager, telemarketer or direct mail supervisor. Reporting of tagging is also provided.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.