SYSTEM, METHOD, AND COMPUTER PROGRAM PRODUCT FOR SELECTING AND PRESENTING FINANCIAL PRODUCTS AND SERVICES
First Claim
1. A method comprising the steps of:
- receiving client data for a plurality of clients at a processor;
receiving financial product data at the processor;
preparing, by the processor, a client communication for certain clients of the plurality of clients, wherein each client communication for each certain client comprises a portion of the financial product data and a portion of the client data,wherein the portion of the financial product data for each certain client is based on the client data for that particular client; and
wherein the portion of financial product data constitutes a financial product.
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Accused Products
Abstract
An apparatus and method are provided that receive client data for a plurality of clients and financial product data at a processor. The processor prepares a client communication for some of the clients. The client communication incorporates a portion of the client data and a portion of the financial product data. The financial product data for each client is based on the client data. Moreover, the financial product data constitutes the financial product offered in the client communication.
decision criteria pertaining to selection from among the financial products, The method also includes storing the client information, the financial products information, the ancillary information, and the decision criteria. This method further includes using the client information, the financial products information, the ancillary information, and the decision criteria to select a subset of the financial products. It further includes preparing a client communication which identifies the subset of the financial products, This client communication preparing step includes incorporating a portion of the client information and a portion of the financial products information into the client communication.
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Citations
1 Claim
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1. A method comprising the steps of:
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receiving client data for a plurality of clients at a processor; receiving financial product data at the processor; preparing, by the processor, a client communication for certain clients of the plurality of clients, wherein each client communication for each certain client comprises a portion of the financial product data and a portion of the client data, wherein the portion of the financial product data for each certain client is based on the client data for that particular client; and wherein the portion of financial product data constitutes a financial product.
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Specification