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Web-accessible financial product sales assistance system and method

  • US 20070255637A1
  • Filed: 04/27/2006
  • Published: 11/01/2007
  • Est. Priority Date: 04/17/2006
  • Status: Abandoned Application
First Claim
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1. An automatic, computer-implemented method of assisting agents in the sales of financial products offered by financial product providers to customers, said method comprising:

  • providing a first computer accessing information relating to financial products offered by a plurality of financial product providers;

    selectively allowing an agent to access said first computer with a second computer located remotely from said first computer;

    prompting said agent to enter information relating to a customer seeking to purchase a financial product;

    based upon information relating to said customer entered by said agent, determining which of said financial products are suitable for sale to said customer;

    prompting said agent to select a particular financial product for sale to said customer from said financial products which are suitable for sale to said customer;

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

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

    in good order;



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

    in good order,”

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

    in good order;

    ” and

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

    in good order,”

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

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