System and method for delivering a financial message
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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Mar 23, 2010
Grant Date -
N/A
app pub date -
Oct 13, 2000
filing date -
Oct 13, 2000
priority date (Note) -
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status (Latency Note)
Importance
Abstract
Systems and a method for delivering a financial message. The system for delivering a financial message includes, inter alia, an intervention system configured to allow an internal user of the system to add or edit content of a message to a client user prior to delivery. Advantageously, financial advisors and other internal users have the ability to interact with a client user to provide proactive financial advice.
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