Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Patent
1997-09-11
2000-02-22
MacDonald, Allen R.
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
705 43, 705 14, 395739, 235379, G06F 1520, G06F 1540, G06F 1700, G04B 1922
Patent
active
060291532
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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Bauchner Renee
Newman Al
Weinberger Henry
Wright Wilbur E.
Citibank N.A.
Kanof Pedro R.
MacDonald Allen R.
Marcou George T.
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