Providing value exchange in connection with financial institution recommendations and offers
US8706590B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Mar 1, 2011 |
| Grant date | Apr 22, 2014 |
| Priority date | — |
| Expiry date | Sep 9, 2031 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/00
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems, methods, and computer program products are provided for presenting value exchange in conjunction with financial solution recommendations or offers. The value component, is not limited to monetary value but may, in specific embodiments, also include, convenience value, emotional value or the like. The value component allows the customer to make informed decisions on which financial solution recommendations or offers to select. Further, the value component may be uniquely and dynamically customized (i.e., determined on-the-fly) for the customer based on inputs received from the customer and/or customer profile data. In addition, the value component may reflect average value realized for the demographic group applicable to the customer.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.