Method and System for Providing Alerts to Clients Engaging in Security or Commodity Trading
AssigneeInfoExchange, Inc.
InventorsMichael J. Maher, Dean Stamos
Life of this patent
Estimating the term…
Abstract
A system and a method for monitoring and evaluating trading opportunities in financial or commodity products is disclosed. Clients are provided, based on their current and/or historic trading pattern, with targeted, up-to-date information about financial products and services. This information provided to the client is client-specific and confidential, subject to access control, such as preauthorization and user authentication. The information provided to the clients is filtered so as to eliminate “noise”, i.e., information that would be of little or no interest to the client.
Claims16
A method for providing financial information in a communication network, comprising:
- transmitting client's trading information of security trades to an information exchange application,
- receiving at the information exchange application from a content provider financial-services-related content,
- filtering at the information exchange application the financial-services-related content according to the client's trading information to identify specific financial-services-related content of interest to the client, and
- automatically alerting the client to availability of the specific content.
A system for providing financial information in a communication network, comprising:
- an information exchange system connected to a client's trading system and configured to receive client's trading information, the information exchange system further configured to receive from a content provider financial-services-related content,
- the information exchange system comprising a filter module for filtering the financial-services-related content according to the client's trading information to identify specific financial-services-related content of interest to the client;
- and
- a messaging module for automatically alerting the client to availability of the specific content.
A method for alerting a client to a client-specific trading opportunity in a commodity or security, comprising:
- populating a database with financial-services-related content;
- populating the database with trading information of the client's current and historic security or commodity trades;
- filtering the financial-services-related content in the database with respect to the client's trading information to identify specific financial-services-related content of interest to the client;
- and
- if specific financial-services-related content of interest to the client is identified, automatically generating an alert message and sending the alert message to the client.
Dependencies are inferred from the claim text.