Account management systems and methods

Details Account management systems and methods Account management systems and methods

2006-12-26

2006-12-26

Millin, Vincent (Department: 3624)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S03600T, C705S037000

Reexamination Certificate

active

07155407

ABSTRACT:
Methods for providing an account rollover marketplace which includes providing a consumer interface with which consumers interact to pursue account rollovers, permitting each consumer to interact with the consumer interface to request to receive multiple rollover offers, and presenting multiple account rollover offers from different financial institutions to a particular one of the consumers in response to that consumer requesting rollover offers. Also included are methods for alerting a financial institution of a transaction, which includes providing a consumer with an opportunity to enter application information for a rollover account application when that consumer selects one of a number of rollover offers, storing the information entered by that consumer, automatically sending an alert to the financial institution whose rollover offer that consumer selected when a completed application for that selected offer is received, and making the stored information electronically available to the financial institution to which the alert is sent.

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