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Lead Generation Platform

  • US 20080306848A1
  • Filed: 06/05/2007
  • Published: 12/11/2008
  • Est. Priority Date: 06/05/2007
  • Status: Abandoned Application
First Claim
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1. A method for offering one or more financial products to a customer, the method comprising:

  • receiving a triggering event;

    upon receipt of the triggering event, querying at least one internal database for information about the customer, the information being information that is useful in an algorithmic determination of a selection of financial products;

    receiving the information based on the querying;

    determining an optimum selection of financial products to be offered to the customer; and

    displaying the optimum selection of financial products.

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