Method for automatically preparing a plurality of client communications offering one or more financial products or services

  • US 7,991,649 B2
  • Filed: 04/19/2007
  • Issued: 08/02/2011
  • Est. Priority Date: 06/10/1996
  • Status: Expired due to Fees
First Claim
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1. A method for automatically preparing a plurality of client communications comprising an offering for one or more financial products or services for delivery to consumer entities comprising the steps of:

  • determining, using at least one processor, variable content data for an offering to a specific consumer entity for one or more financial products or services;

    generating, using the at least one processor, an electronic client communication including the variable content data within the client communication, the client communication comprising one or more client communication sections;

    generating, using the at least one processor, an electronic host communication integrating at least one of the client communication sections, wherein at least one client communication sections includes one or more electronic communication forms configured for responding to the one or more client communication sections;

    using a first electronic network to deliver the electronic host communication to the specific consumer entity;

    automatically generating, using the at least one processor, and delivering, using a second electronic network, subsequent client communication sections after the specific consumer entity responds via the one or more electronic communication forms, wherein the subsequent client communication sections may include subsequent electronic communication forms configured for responding to one or more of the subsequent client communication sections.

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