System, method, and computer program product for selecting and presenting financial products and services
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United States of America Patent
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Aug 10, 2010
Issued Date -
N/A
app pub date -
Apr 4, 2003
filing date -
Jun 10, 1996
priority date (Note) -
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Abstract
An apparatus and method are provided which use client information from a client to automatically select and present financial products appropriate for the client. The apparatus according to one aspect of the invention comprises an input device for inputting client information relevant to a need by the client for the financial products, for inputting information about the financial products, for inputting ancillary data which excludes the client information and the financial products information, and for inputting decision criteria pertaining to selection from among the financial products. The apparatus still further includes decision making logic circuitry for using the client information, the financial products information, the ancillary information, and the decision criteria to select a subset of the financial products. It further includes an output device for preparing a client communication which identifies the subset of the financial products.
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