Apparatus and method for transacting marketing and sales of financial products

DC CAFC
  • US 5,987,434 A
  • Filed: 06/10/1996
  • Issued: 11/16/1999
  • Est. Priority Date: 06/10/1996
  • Status: Expired due to Term
First Claim
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1. An apparatus for using client information about clients in the form of a plurality of client records to automatically select and present financial products appropriate for each of the clients, the apparatus comprising:

  • means for inputting the client information, information about the financial products, and decision criteria pertaining to selection from among the financial products, the inputting means automatically inputting the plurality of client records without human intervention between input of the respective client records;

    means operatively coupled to the inputting means for storing the client information, the financial products information, and the decision criteria;

    means operatively coupled to the storing means for using the client information, the financial products information, and the decision criteria to select a subset of the financial products for each of the clients appropriate for that client; and

    means for preparing a client communication for each of the clients which identifies the subset of the financial products for that client.

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