Lead Generation Platform

A method for offering one or more products to a customer, the method comprising:

• receiving a customer transaction;
• upon receipt of the customer traction, querying at least one internal and external database for information about the customer, the information being information that is useful in an algorithmic determination of a selection of products;
• determining an optimum selection of products to be offered to the customer based on at least in part the information;
• executing the customer transaction simultaneously with the determination of the optimum selection of products;
• and
• displaying the optimum selection of financial products.

A computer-readable medium having computer-readable instructions for performing the steps of:

• receiving a triggering event;
• initiating a financial transaction based on the received triggering event;
• querying at least one internal database for information about the customer, the information being information that is useful in an algorithmic determination of a selection of financial products based on the received trigger event;
• receiving the information based on the querying;
• determining an optimum selection of financial products to be offered to the customer;
• displaying the optimum selection of financial products
• wherein the initiated financial transaction is executed simultaneously with the determination of an optimum selection of financial products.