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System and method for automated generation of communications involving products or services

  • US 8,458,052 B2
  • Filed: 07/26/2011
  • Issued: 06/04/2013
  • Est. Priority Date: 06/10/1996
  • Status: Expired due to Fees
First Claim
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1. A method of using a computing system for automatically outputting one or more client communications presenting an offer relating to one or more financial products or services specific to one or more clients, the method comprising the steps of:

  • receiving incoming data at an interface, the data pertinent to offers relating to one or more financial products or service for a plurality of distinct clients;

    using a processor associated with the interface to obtain variable data from the incoming data specific to a particular client based on decision information selected from the group of information particular to the offers, client information, financial product information, and ancillary information;

    inserting, by the processor, the variable data specific to the client into at least one client communication generated for the particular client; and

    automatically outputting through an output module associated with the processor a single communication for the particular client comprising a host vehicle and the client communication, the host vehicle containing host information for the particular client.

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