Targeted marketing to on-hold customer
First Claim
1. A method for presenting targeted content to a customer of a financial institution through a voice response unit (VRU), the method comprising:
- receiving a call from a customer at a VRU;
identifying the customer;
retrieving an anonymized customer profile for the customer;
matching one or more targeted offers to the customer as a function of key lifestyle indicators (KLIs) in the anonymized customer profile; and
verbally informing the customer through the VRU that the one or more targeted offers is available to the customer.
2 Assignments
0 Petitions
Accused Products
Abstract
Systems and methods are described for delivering targeted content to a customer through a voice response unit (VRU). When the customer calls into the VRU, the customer is prompted to enter identification information. A unique customer identification code (UCIC) associated with the customer is used to look up an anonymized customer profile stored by a third party server. An advertisement identification code (ADIC) associated with the anonymized customer profile is used to identify targeted offers for the customer. The customer is then informed of the targeted offers verbally by the VRU. Optionally, the customer is presented with details of the offer verbally via the VRU. According to another aspect, the customer can select alternate media for delivery of the offer details (e.g., email, text message, etc.).
121 Citations
18 Claims
-
1. A method for presenting targeted content to a customer of a financial institution through a voice response unit (VRU), the method comprising:
-
receiving a call from a customer at a VRU; identifying the customer; retrieving an anonymized customer profile for the customer; matching one or more targeted offers to the customer as a function of key lifestyle indicators (KLIs) in the anonymized customer profile; and verbally informing the customer through the VRU that the one or more targeted offers is available to the customer. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
-
-
10. A system for presenting targeted content to a customer of a financial institution through a voice response unit (VRU), the system comprising:
-
a voice response system (VRU) that receives a call from the customer, and receives customer identification information by which the customer is identified; a third-party server comprising a processor and a memory; wherein the processor executes computer-executable instructions for; retrieving an anonymized customer profile for the customer; and identifying one or more targeted offers for the customer as a function of key lifestyle indicators (KLIs) in the anonymized customer profile; wherein the VRU informs the customer that the one or more identified targeted offers is available to the customer. - View Dependent Claims (11, 12, 13, 14, 15, 16, 17, 18)
-
Specification