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Automated system and method for customized and personalized presentation of products and services of a financial institution

  • US 6,349,290 B1
  • Filed: 06/30/1999
  • Issued: 02/19/2002
  • Est. Priority Date: 06/30/1998
  • Status: Expired due to Term
First Claim
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1. A method for presenting customized and personalized advice for a customer by a financial institution, comprising:

  • analyzing information relating to the customer consisting at least in part of token data for the customer from a token database by an advice engine of the financial institution to identify at least one customer characteristic indicative of a type of advice preferable to the customer;

    automatically generating at least one item of advice by the advice engine of the type indicated to be preferable to the customer;

    analyzing information relating to the customer consisting at least in part of the token data for the customer by a presentation engine of the financial institution to identify at least one customer characteristic indicative of a preference of the customer for a manner in which to present the advice to the customer;

    automatically presenting the generated item of advice to the customer by the presentation engine in the manner indicated to be preferable to the customer;

    automatically assessing an effectiveness of the presented item of advice by a context assessment engine of the financial institution; and

    automatically updating the token data with a result of the assessment by the context assessment engine.

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