System, method, and computer program product for selecting and presenting financial products and services
US8606632B2 · kind B2 · utility
Assignee
Inventor
Key dates
| Filing date | Aug 9, 2010 |
| Grant date | Dec 10, 2013 |
| Priority date | — |
| Expiry date | Jun 10, 2031 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/08
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
An apparatus and method are provided that receive client data for a plurality of clients and financial product data at a processor. The processor prepares a client communication for some of the clients. The client communication incorporates a portion of the client data and a portion of the financial product data. The financial product data for each client is based on the client data. Moreover, the financial product data constitutes the financial product offered in the client communication. decision criteria pertaining to selection from among the financial products, The method also includes storing the client information, the financial products information, the ancillary information, and the decision criteria. This method further includes using the client information, the financial products information, the ancillary information, and the decision criteria to select a subset of the financial products. It further includes preparing a client communication which identifies the subset of the financial products, This client communication preparing step includes incorporating a portion of the client information and a portion of the financial products information into the client communicati…
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.