METHOD OF MARKETING BASED UPON A SAVINGS GOAL

• US 20130262237A1
• Filed: 04/02/2012
• Published: 10/03/2013
• Est. Priority Date: 04/02/2012
• Status: Abandoned Application

• Current Assignee: SmartyPig LLC (Q2 Holdings, Inc.)
• Original Assignee: SmartyPig LLC (Q2 Holdings, Inc.)
• Inventors: Gaskell, Jon M. II
• Application Number:
  US13/437,528
• Publication Number:
  US 20130262237A1
• Time in Patent Office: Days
• US Class Current: 705/14.66
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 50/01 Social networking

Abstract

A method of marketing related to a saving goal that includes a goal saver program having a management console. The management console permits a financial institution to configure a saving goal account, generate reports related to the savings goal accounts, and send targeted messages through a customer engagement engine based upon selected criteria related to the savings goal information and selected distribution channels.

Claims

1. A method of marketing, comprising the steps of:

configuring a goal saver program that allows a plurality of consumers to establish savings goals by accessing the goal saver program through a website via an electronic network;

selecting criteria related to the savings goals on a customer engagement engine wherein the goal saver program provides a configured message related to the selected criteria; and

selecting at least one distribution source wherein the configured message is transmitted to the consumers based on the selected criteria via the electronic network.

2. The method of claim 1 further comprising the step of creating a social sharing page associated with the savings goals that allows the consumers to share the savings goals and messages with others via a social electronic network.

3. The method of claim 2 wherein the social sharing page has a public page that can be viewed by others via the social electronic network.

4. The method of claim 1 wherein the selection criteria includes at least one of a savings goal category and a savings goal date.

5. The method of claim 1 wherein the configured message is edited prior to being transmitted.

6. The method of claim 1 wherein the distribution source includes an e-mail blast, selected advertising, alerts, blog content, social networks, and contests.

7. The method of claim 1 wherein the goal saver program allows public contributions from others.

8. The method of claim 1 further comprising the step of generating reports based upon selected criteria related to the savings goal account.