US 6,029,153 A · Method and system for analyzing and handling the customer files of a financial institution

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.

Claims22

Dependent claims

A method for strategically identifying and communicating the availability of additional products to at least one customer of a financial institution comprising the steps of:

analyzing information about said customer from a database of a financial institution to identify at least one characteristic of said customer indicative of at least one financial product compatible with the financial needs of said customer;
marking a file in said electronic database associated with said customer with a mark identifying said at least one product;
accessing said file by a representative of said financial institution;
and
communicating the availability of said at least one financial product to said customer.

2 more elements

Dependencies are inferred from the claim text.

Method and system for analyzing and handling the customer files of a financial institution

Life of this patent

Method and system for analyzing and handling the customer files of a financial institution

Life of this patent

Abstract

Claims22