Method and system for analyzing and handling the customer files of a financial institution
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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Feb 22, 2000
Issued Date -
N/A
app pub date -
Sep 11, 1997
filing date -
Mar 15, 1996
priority date (Note) -
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status (Latency Note)
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Abstract
A system and method for identifying and communicating the availability of additional products to at least one customer of a financial institution is disclosed. A processor analyses data about the customer and identifies characteristics indicative of financial products compatible with the customer's financial needs. The customer's files are appropriately electronically tagged and representatives of the financial institution are alerted of the marketing opportunity and, in turn, communicate the availability of the product to said customer. The representative may be a teller, branch manager, telemarketer or direct mail supervisor. Reporting of tagging is also provided.
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