Importance

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Abstract

A method for providing financial education services to a consumer includes: storing account profiles, each profile including data related to a transaction account including an account identifier and contact information; storing transaction rules, each rule being associated with a financial education opportunity and including application criteria and required actions; receiving a copy of a transaction message used in an associated payment transaction that includes a specific account identifier and data fields; identifying a specific account profile where the included account identifier corresponds to the specific account identifier; identifying an application transaction rule based on a correspondence between the application criteria and data included in data fields included in the transaction message; performing the required actions included in the identified transaction rule including transmitting financial education data to a consumer associated with the specific account profile using the included contact information.

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First Claim