Lead Generation Platform
First Claim
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.
1 Assignment
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Accused Products
Abstract
A method and system is disclosed for a financial institution to offer one or more financial products or services to a customer. Upon receiving a triggering event, such as a customer transaction, at least one of an internal and external database concerning is queried, and an algorithmic determination of an optimum selection of financial products to be offered to the customer is executed. The initiated financial transaction may be executed simultaneously with the determination of an optimum selection of financial products. The optimum selection of financial products and services may be offered by the financial institution employee who is also processing the customer transaction.
57 Citations
21 Claims
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1. A method for offering one or more financial products to a customer, the method comprising:
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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. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 21)
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12. A method for offering one or more products to a customer, the method comprising:
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receiving a customer transaction; upon receipt of the customer traction, querying at least one internal and external database for information about the customer, the information being information that is useful in an algorithmic determination of a selection of products; determining an optimum selection of products to be offered to the customer based on at least in part the information; executing the customer transaction simultaneously with the determination of the optimum selection of products; and displaying the optimum selection of financial products. - View Dependent Claims (13, 14, 15, 16, 17)
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18. A computer-readable medium having computer-readable instructions for performing the steps of:
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receiving a triggering event; initiating a financial transaction based on the received 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 based on the received trigger event; receiving the information based on the querying; determining an optimum selection of financial products to be offered to the customer; displaying the optimum selection of financial products wherein the initiated financial transaction is executed simultaneously with the determination of an optimum selection of financial products. - View Dependent Claims (19, 20)
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Specification