Managed account continuum system and method
AssigneeUnited Services Automobile Association
InventorsJeffrey Kissner, Macdonald Etugbo, Joren Mathijs Scharn, Pablo Guadalupe Trevino, John David Livingston
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AssigneeUnited Services Automobile Association
InventorsJeffrey Kissner, Macdonald Etugbo, Joren Mathijs Scharn, Pablo Guadalupe Trevino, John David Livingston
Estimating the term…
A system includes a server operable to communicatively couple with a customer interface device (CID) such that state-of-life inputs from the CID are communicated to the server. The server includes a memory configured to store the state-of-life inputs and storing a program executable by a processor of the server. The server also includes a processor configured to execute the program such that the program determines a financial service product based on the state-of-life inputs and such that the server issues a communication to the CID including a recommendation of the financial service product. The processor is also configured to format one or more selections made by the customer from the recommendation on a single-rail managed account product continuum having two or more financial service products.
A system, comprising:
A method of providing a single-rail managed account product continuum, comprising:
A method of generating a feature continuum of a financial service product, comprising:
Dependencies are inferred from the claim text.