Personalized Financial Planning Based on Transactional History
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United States of America Patent
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Issued Date -
Jul 5, 2012
app pub date -
Dec 29, 2010
filing date -
Dec 29, 2010
priority date (Note) -
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Abstract
Methods and systems for analyzing a customer's financial position and providing the customer with a personalized financial plan are described. Information associated with one or more financial transactions using a financial network may be retrieved, wherein the one or more financial transactions were previously conducted by the customer. One or more periodic payments made using the financial network by the customer may be identified. Also, one or more periodic payments paid by the customer through the financial network may be identified. A personalized financial plan for the customer at least partially based on the one or more periodic payments paid and received by the customer through the financial network may be created.
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