AU2001241940A1 - System and method for recommending financial products to a customer based on customer needs and preferences - Google Patents

System and method for recommending financial products to a customer based on customer needs and preferences

Info

Publication number
AU2001241940A1
AU2001241940A1 AU2001241940A AU4194001A AU2001241940A1 AU 2001241940 A1 AU2001241940 A1 AU 2001241940A1 AU 2001241940 A AU2001241940 A AU 2001241940A AU 4194001 A AU4194001 A AU 4194001A AU 2001241940 A1 AU2001241940 A1 AU 2001241940A1
Authority
AU
Australia
Prior art keywords
customer
preferences
financial products
recommending financial
needs
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2001241940A
Inventor
Michael Elliott
Michael K. Forbes
Adrian E. Kunzle
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Bank One Corp
Original Assignee
Bank One Corp
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Bank One Corp filed Critical Bank One Corp
Publication of AU2001241940A1 publication Critical patent/AU2001241940A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/03—Credit; Loans; Processing thereof

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Strategic Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • General Business, Economics & Management (AREA)
  • Theoretical Computer Science (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Physics & Mathematics (AREA)
  • Development Economics (AREA)
  • General Physics & Mathematics (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Technology Law (AREA)
  • Human Resources & Organizations (AREA)
  • Data Mining & Analysis (AREA)
  • Operations Research (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • Game Theory and Decision Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
AU2001241940A 2000-03-31 2001-03-02 System and method for recommending financial products to a customer based on customer needs and preferences Abandoned AU2001241940A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US09540265 2000-03-31
US09/540,265 US20020023051A1 (en) 2000-03-31 2000-03-31 System and method for recommending financial products to a customer based on customer needs and preferences
PCT/US2001/006777 WO2001075754A1 (en) 2000-03-31 2001-03-02 System and method for recommending financial products to a customer based on customer needs and preferences

Publications (1)

Publication Number Publication Date
AU2001241940A1 true AU2001241940A1 (en) 2001-10-15

Family

ID=24154703

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001241940A Abandoned AU2001241940A1 (en) 2000-03-31 2001-03-02 System and method for recommending financial products to a customer based on customer needs and preferences

Country Status (3)

Country Link
US (1) US20020023051A1 (en)
AU (1) AU2001241940A1 (en)
WO (1) WO2001075754A1 (en)

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