Systems and methods for evaluating alternative financial products
US8762194B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Feb 28, 2012 |
| Grant date | Jun 24, 2014 |
| Priority date | — |
| Expiry date | Feb 28, 2032 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems and methods for evaluating alternative financial products are provided. A first financial product offered by a financial institution may be identified, where one or more customers of the financial institution are eligible for migration from a second financial product to the first financial product. An attrition risk associated with migration of the one or more customers to the first financial product may be determined. If the attrition risk satisfies a threshold, then migration of the one or more customers to the first financial product may be directed. Otherwise, if the attrition risk fails to satisfy the threshold, then one or more characteristics associated with the first financial product may be modified.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.