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Web-Accessible Financial Product Sales Assistance System and Method

  • US 20070244835A1
  • Filed: 03/21/2007
  • Published: 10/18/2007
  • Est. Priority Date: 04/17/2006
  • Status: Abandoned Application
First Claim
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1. A computer-readable medium having computer executable instructions for assisting agents in the sales of financial products offered by financial product providers to customers, the computer executable instructions, when executed, performing the steps comprising:

  • selectively allowing an agent to access a first computer accessing information relating to financial products offered by a plurality of financial product providers with a second computer located remotely from the first computer;

    based upon selection of a particular financial product for sale to a customer by the agent, prompting the agent to enter additional information needed to process a transaction of the particular financial product to the customer;

    if the transaction requires review;

    placing the transaction in a queue of a team assigned to review the information;

    if a team member determines that rework of the transaction is needed, sending the transaction back to the agent for rework;

    if the team member determines that the transaction is to be rejected, sending notice of the rejection to the agent;

    if the team member approves the transaction, placing the sale request with the financial product provider selling the particular financial product;

    if the transaction does not require review;

    automatically checking to determine whether the information provided by the agent regarding the sale of the particular financial product to the customer is sufficient to place the sale request “

    in good order;



    if the checking step determines that the information provided by the agent regarding the sale of the particular financial product to the customer is not sufficient to place the sale request “

    in good order,”

    automatically prompting the agent to make appropriate changes to the information provided by the agent regarding the sale of the particular financial product to the customer to place the sale request “

    in good order;

    ” and

    if the checking step determines that the information provided by the agent regarding the sale of the particular financial product to the customer is sufficient to place the sale request “

    in good order,”

    placing the sale request with the financial product provider selling the particular financial product.

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