PROVIDING VALUE EXCHANGE IN CONNECTION WITH FINANCIAL INSTITUTION RECOMMENDATIONS OFFERS
First Claim
1. A method for providing value exchange in conjunction with financial solution recommendations, the method comprising:
- receiving, via a computing device, one or more inputs that each define criteria for recommending financial solutions;
determining, via a computing device processor, one or more financial solution recommendations based on inputs received; and
providing, via a user interface associated with the computing device, the one or more financial solution recommendations and at least one value component associated with the one or more financial solution recommendations.
1 Assignment
0 Petitions
Accused Products
Abstract
Systems, methods, and computer program products are provided for presenting value exchange in conjunction with financial solution recommendations or offers. The value component, is not limited to monetary value but may, in specific embodiments, also include, convenience value, emotional value or the like. The value component allows the customer to make informed decisions on which financial solution recommendations or offers to select. Further, the value component may be uniquely and dynamically customized (i.e., determined on-the-fly) for the customer based on inputs received from the customer and/or customer profile data. In addition, the value component may reflect average value realized for the demographic group applicable to the customer.
15 Citations
52 Claims
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1. A method for providing value exchange in conjunction with financial solution recommendations, the method comprising:
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receiving, via a computing device, one or more inputs that each define criteria for recommending financial solutions; determining, via a computing device processor, one or more financial solution recommendations based on inputs received; and providing, via a user interface associated with the computing device, the one or more financial solution recommendations and at least one value component associated with the one or more financial solution recommendations. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. An apparatus for providing value exchange in connection with financial solution recommendations, the apparatus comprising:
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a computing platform having at least one processor and a memory in communication with the processor, and a financial solution recommendation module stored in the memory, executable by the processor, and configured to receive one or more inputs that each define criteria for recommending financial solutions, determine one or more financial solution recommendations based on inputs received and provide the one or more financial solution recommendations and at least one value component associated with the one or more financial solution recommendations. - View Dependent Claims (14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24)
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25. A computer program product, comprising:
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a non-transitory computer-readable medium comprising; a first set of codes for causing a computer to receive one or more inputs that each define criteria for recommending financial solutions; a second set of codes for causing a computer to determine one or more financial solution recommendations based on inputs received; and a third set of codes for causing a computer to provide, via a user interface, the one or more financial solution recommendations and at least one value component associated with the one or more financial solution recommendations. - View Dependent Claims (26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36)
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37. A method for providing a financial solution offer and value component to a customer, the method comprising:
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providing, via a user interface associated with a computing device, a financial solution offer; and providing, via the user interface, a value component associated with the financial solution offer. - View Dependent Claims (38, 39, 40, 41, 42, 43, 44)
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45. An apparatus for providing value exchange in connection with financial solution offers, the apparatus comprising:
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a computing platform having at least one processor and a memory in communication with the processor, and a financial solution offer module stored in the memory, executable by the processor, and configured to provide, via a user interface, a financial solution offer and a value component associated with the financial solution offer. - View Dependent Claims (46, 47, 48, 49, 50, 51, 52)
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Specification