ZA964845B - Method and system for providing integrated brokerage and other financial services through customer activated terminals. - Google Patents

Method and system for providing integrated brokerage and other financial services through customer activated terminals.

Info

Publication number
ZA964845B
ZA964845B ZA9604845A ZA964845A ZA964845B ZA 964845 B ZA964845 B ZA 964845B ZA 9604845 A ZA9604845 A ZA 9604845A ZA 964845 A ZA964845 A ZA 964845A ZA 964845 B ZA964845 B ZA 964845B
Authority
ZA
South Africa
Prior art keywords
financial services
providing integrated
activated terminals
customer activated
brokerage
Prior art date
Application number
ZA9604845A
Other languages
English (en)
Inventor
Paul Sidikman
Lawrence D Weiss
Original Assignee
Citibank Na
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 Citibank Na filed Critical Citibank Na
Publication of ZA964845B publication Critical patent/ZA964845B/xx

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
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/08—Payment architectures
    • G06Q20/18—Payment architectures involving self-service terminals [SST], vending machines, kiosks or multimedia terminals
    • 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
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/08—Payment architectures
    • G06Q20/10—Payment architectures specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
    • G06Q20/108—Remote banking, e.g. home banking
    • G06Q20/1085—Remote banking, e.g. home banking involving automatic teller machines [ATMs]
    • 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
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • 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
    • G06Q40/06—Asset management; Financial planning or analysis
    • G—PHYSICS
    • G07—CHECKING-DEVICES
    • G07F—COIN-FREED OR LIKE APPARATUS
    • G07F19/00—Complete banking systems; Coded card-freed arrangements adapted for dispensing or receiving monies or the like and posting such transactions to existing accounts, e.g. automatic teller machines
    • G07F19/20—Automatic teller machines [ATMs]
    • G—PHYSICS
    • G07—CHECKING-DEVICES
    • G07F—COIN-FREED OR LIKE APPARATUS
    • G07F19/00—Complete banking systems; Coded card-freed arrangements adapted for dispensing or receiving monies or the like and posting such transactions to existing accounts, e.g. automatic teller machines
    • G07F19/20—Automatic teller machines [ATMs]
    • G07F19/211—Software architecture within ATMs or in relation to the ATM network

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • General Physics & Mathematics (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • Strategic Management (AREA)
  • Theoretical Computer Science (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Technology Law (AREA)
  • Software Systems (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
ZA9604845A 1995-06-07 1996-06-07 Method and system for providing integrated brokerage and other financial services through customer activated terminals. ZA964845B (en)

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
US48371095A 1995-06-07 1995-06-07

Publications (1)

Publication Number Publication Date
ZA964845B true ZA964845B (en) 1997-12-08

Family

ID=23921206

Family Applications (1)

Application Number Title Priority Date Filing Date
ZA9604845A ZA964845B (en) 1995-06-07 1996-06-07 Method and system for providing integrated brokerage and other financial services through customer activated terminals.

Country Status (9)

Country Link
US (1) US7110981B1 (de)
EP (2) EP2312519A1 (de)
JP (1) JPH11507150A (de)
CN (1) CN1191619A (de)
AR (1) AR002405A1 (de)
AU (1) AU6149996A (de)
CA (1) CA2223766A1 (de)
WO (1) WO1996041293A1 (de)
ZA (1) ZA964845B (de)

Families Citing this family (74)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5659165A (en) 1995-07-24 1997-08-19 Citibank. N.A. Customer-directed, automated process for transferring funds between accounts via a communications network
US8950566B2 (en) * 1996-05-13 2015-02-10 Cummins Allison Corp. Apparatus, system and method for coin exchange
US7774230B2 (en) 1996-06-10 2010-08-10 Phoenix Licensing, Llc System, method, and computer program product for selecting and presenting financial products and services
US6999938B1 (en) 1996-06-10 2006-02-14 Libman Richard M Automated reply generation direct marketing system
US5970478A (en) * 1997-03-12 1999-10-19 Walker Asset Management Limited Partnership Method, apparatus, and program for customizing credit accounts
US7447738B1 (en) * 1997-03-14 2008-11-04 International Business Machines Corporation Component download selection mechanism for web browsers
WO1999000758A1 (en) * 1997-06-26 1999-01-07 Charles Schwab & Co., Inc. System and method for automatically providing financial services to a user using speech signals
US6110042A (en) * 1997-07-14 2000-08-29 Walker Digital, Llc System and method for future value wagering
WO2000011588A1 (en) * 1998-08-21 2000-03-02 Marketxt, Inc. Anti-manipulation method and system for a real-time computerized stock trading system
US6704864B1 (en) 1999-08-19 2004-03-09 L.V. Partners, L.P. Automatic configuration of equipment software
US7379901B1 (en) 1998-09-11 2008-05-27 Lv Partners, L.P. Accessing a vendor web site using personal account information retrieved from a credit card company web site
US7440993B1 (en) 1998-09-11 2008-10-21 Lv Partners, L.P. Method and apparatus for launching a web browser in response to scanning of product information
US6823388B1 (en) 1998-09-11 2004-11-23 L.V. Parners, L.P. Method and apparatus for accessing a remote location with an optical reader having a programmable memory system
US7386600B1 (en) 1998-09-11 2008-06-10 Lv Partners, L.P. Launching a web site using a personal device
US7392945B1 (en) 1998-09-11 2008-07-01 Lv Partners, L.P. Portable scanner for enabling automatic commerce transactions
US6745234B1 (en) 1998-09-11 2004-06-01 Digital:Convergence Corporation Method and apparatus for accessing a remote location by scanning an optical code
US6636896B1 (en) 1998-09-11 2003-10-21 Lv Partners, L.P. Method and apparatus for utilizing an audibly coded signal to conduct commerce over the internet
US7818423B1 (en) * 1998-09-11 2010-10-19 RPX-LV Acquisition, LLC Retrieving personal account information from a web site by reading a credit card
US6868433B1 (en) 1998-09-11 2005-03-15 L.V. Partners, L.P. Input device having positional and scanning capabilities
US7191247B1 (en) 1998-09-11 2007-03-13 Lv Partners, Lp Method for connecting a wireless device to a remote location on a network
US6317728B1 (en) * 1998-10-13 2001-11-13 Richard L. Kane Securities and commodities trading system
JP3976963B2 (ja) 1999-03-03 2007-09-19 富士通株式会社 取引支援装置および記録媒体
US11682027B2 (en) * 1999-07-19 2023-06-20 Expedited Dual Commerce Llc System and method for expediting fulfillments of online ordered deliverables by expedited-service area pickups in specified time-windows and by delivery to specific locations
US7720762B1 (en) 2002-10-03 2010-05-18 Gofigure Payments, Llc System and method for electronically processing commercial transactions based upon threshold amount
US7376583B1 (en) 1999-08-10 2008-05-20 Gofigure, L.L.C. Device for making a transaction via a communications link
US6505175B1 (en) * 1999-10-06 2003-01-07 Goldman, Sachs & Co. Order centric tracking system
US7107240B1 (en) 1999-10-06 2006-09-12 Goldman Sachs & Co. Order centric tracking system and protocol for communications with handheld trading units
WO2001050317A2 (en) * 1999-12-30 2001-07-12 Ubs Painewebber, Inc. On-line trading system
JP2001290945A (ja) * 2000-04-07 2001-10-19 Bank Of Tokyo-Mitsubishi Ltd 現金自動預払機を用いた金融取引方法、金融取引メニューの表示方法、現金自動預払機の利用システム、現金自動預払機、および中継センター
SG10201403261YA (en) * 2000-10-06 2014-08-28 Trading Technologies Int Inc Trading with display of market depth and price
US7685036B1 (en) * 2000-10-13 2010-03-23 Ubs Financial Services, Inc. System and method for delivering a financial message
US7321872B1 (en) * 2000-10-30 2008-01-22 Chicago Board Options Exchange Automated trading exchange system and method utilizing a randomized opening procedures
JP4588905B2 (ja) * 2001-03-09 2010-12-01 株式会社大和証券グループ本社 取引管理装置、取引管理方法、及びプログラム
JP2002366738A (ja) * 2001-06-05 2002-12-20 Daiwa Securities Smbc Co Ltd 寄付発注システム、注文株数計算装置及びプログラム
GB2378782B (en) * 2001-08-16 2005-04-13 Sun Microsystems Inc Message brokering
GB2378781B (en) * 2001-08-16 2005-06-01 Sun Microsystems Inc Message brokering
JP2003132220A (ja) * 2001-10-26 2003-05-09 Hitachi Ltd 電子手形管理システム及びその方法
JP2004157736A (ja) * 2002-11-06 2004-06-03 Hitachi Capital Corp 取引処理方法
JP2005018381A (ja) * 2003-06-25 2005-01-20 Japan Securities Agents Ltd グリーンシート取扱システム、グリーンシート取扱方法、グリーンシート取扱業務支援装置並びにグリーンシート取扱業務支援プログラム
JP2005135092A (ja) * 2003-10-29 2005-05-26 Daikin Ind Ltd 設備機器の推定コスト計算プログラムおよび推定コスト計算装置
JP4420384B2 (ja) * 2003-12-12 2010-02-24 カブドットコム証券株式会社 金融商品の売買注文の注文内容自動訂正システム及び金融商品の売買注文の注文内容自動訂正方法
US7647266B1 (en) * 2004-03-24 2010-01-12 Trading Technologies International, Inc. System and method for holding and sending an order to a matching engine
WO2005104725A2 (en) * 2004-04-26 2005-11-10 Paycenters, Llc Automated financial service system
JP4481754B2 (ja) * 2004-07-21 2010-06-16 株式会社大和証券グループ本社 有価証券売買取引システムおよびその方法、並びにプログラム
US7742973B2 (en) 2005-03-31 2010-06-22 Credigy Technologies, Inc. System and method for an exchange of financial instruments
US7827092B2 (en) * 2005-04-13 2010-11-02 Interactive Brokers Llc System and method for trading financial instruments using multiple accounts
US7801810B2 (en) 2005-11-18 2010-09-21 Chicago Mercantile Exchange Inc. Hybrid cross-margining
US10726479B2 (en) 2005-11-18 2020-07-28 Chicago Mercantile Exchange Inc. System and method for centralized clearing of over the counter foreign exchange instruments
US20070118455A1 (en) * 2005-11-18 2007-05-24 Albert William J System and method for directed request for quote
US10628883B2 (en) 2005-11-18 2020-04-21 Chicago Mercantile Exchange Inc. Detection of intra-firm matching and response thereto
US7831503B2 (en) * 2006-04-12 2010-11-09 Uat, Inc. System and method for optimizing the broker selection process to minimize total execution cost of securities trades
US7809632B2 (en) * 2006-04-12 2010-10-05 Uat, Inc. System and method for assigning responsibility for trade order execution
US7685057B2 (en) * 2006-04-12 2010-03-23 Uat, Inc. System and method for facilitating unified trading and control for a sponsoring organization's money management process
US7810134B2 (en) * 2007-01-22 2010-10-05 First Data Corporation Authentication system for financial transactions
US8191777B2 (en) * 2007-12-31 2012-06-05 Bank Of America Corporation Dynamic hold decisioning
US8235282B2 (en) 2007-12-31 2012-08-07 Bank Of America Corporation Dynamic hold decisioning using adjusted deposit amount
US8444050B2 (en) * 2007-12-31 2013-05-21 Bank Of America Corporation Item-level hold decisioning
US20090216674A1 (en) * 2008-02-22 2009-08-27 Adam Seth Nunes Volatility Detection in a Non-Trading Security's Price Quotation
US8370244B1 (en) * 2008-09-25 2013-02-05 Broadridge Financial Solutions, Inc. Method and system relating to social media technologies
US9026470B2 (en) * 2008-10-21 2015-05-05 The Nasdaq Omx Group, Inc. Calculation of a price of a security based on volatility detection
US8706606B2 (en) * 2008-11-10 2014-04-22 Zomojo Pty Ltd Automated trading system
US9235831B2 (en) 2009-04-22 2016-01-12 Gofigure Payments, Llc Mobile payment systems and methods
US20110016046A1 (en) * 2009-07-17 2011-01-20 Doug Lindstrom Cash-deposit Device, Method, and System
US20110208783A1 (en) * 2010-02-22 2011-08-25 Bank Of America Corporation Integration of User Identifiers
US20110225093A1 (en) * 2010-03-11 2011-09-15 Cahn Robert S Depository-Based Security Trading System
US8595102B1 (en) * 2010-09-13 2013-11-26 New Affinity Concepts Corp. Insured deposit note program
BR112013016779A2 (pt) * 2010-12-30 2016-10-11 Cergey Vladimirovich Migalev terminal para negociação nos mercados de câmbio
US20120239464A1 (en) 2011-01-12 2012-09-20 Broadridge Investor Communication Solution, Inc. Computer methods and computer systems for voting
CN103150660A (zh) * 2011-12-06 2013-06-12 阿里巴巴集团控股有限公司 在网络购物平台中产生用户提醒消息的方法和装置
US20150228019A1 (en) * 2012-09-12 2015-08-13 Jonathan Alexander ASSIA System and method for facilitating social trading
US20140279688A1 (en) * 2013-03-15 2014-09-18 Cfph, Llc Dollar Depository Receipts and Electronic Friends Trading and Repo Transactions
CA2895911A1 (en) * 2014-06-30 2015-12-30 The Toronto Dominion Bank Systems and methods for indentifying and remedying account error events in networked computer systems
US11494747B2 (en) 2018-06-06 2022-11-08 Capital One Services, Llc System for providing applications on an automated teller machine (ATM)
CN109034767A (zh) * 2018-06-29 2018-12-18 深圳春沐源控股有限公司 商城家庭账户的应用方法和商城家庭账户的应用系统

Family Cites Families (23)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
USRE30773E (en) 1977-04-25 1981-10-13 Transaction Technology, Inc. Transaction terminal
US4774663A (en) 1980-07-29 1988-09-27 Merrill Lynch, Pierce, Fenner & Smith Incorporated Securities brokerage-cash management system with short term investment proceeds allotted among multiple accounts
US4597046A (en) 1980-10-22 1986-06-24 Merrill Lynch, Pierce Fenner & Smith Securities brokerage-cash management system obviating float costs by anticipatory liquidation of short term assets
US4376978A (en) 1980-07-29 1983-03-15 Merrill Lynch Pierce, Fenner & Smith Securities brokerage-cash management system
US5270922A (en) 1984-06-29 1993-12-14 Merrill Lynch & Company, Inc. System for distributing, processing and displaying financial information
US4694397A (en) 1984-12-27 1987-09-15 The Advest Group, Inc. Banking/brokerage computer interface system
US4674044A (en) 1985-01-30 1987-06-16 Merrill Lynch, Pierce, Fenner & Smith, Inc. Automated securities trading system
JPS62160297A (ja) * 1986-01-09 1987-07-16 三菱鉛筆株式会社 液体塗布具
US5008927A (en) 1988-05-05 1991-04-16 Transaction Technology, Inc. Computer and telephone apparatus with user friendly computer interface integrity features
US5321840A (en) 1988-05-05 1994-06-14 Transaction Technology, Inc. Distributed-intelligence computer system including remotely reconfigurable, telephone-type user terminal
US5195130A (en) 1988-05-05 1993-03-16 Transaction Technology, Inc. Computer and telephone apparatus with user friendly computer interface and enhanced integrity features
US4991199A (en) 1988-05-05 1991-02-05 Transaction Technology, Inc. Computer and telephone apparatus with user friendly computer interface and enhanced integrity features
US5025373A (en) 1988-06-30 1991-06-18 Jml Communications, Inc. Portable personal-banking system
US5159667A (en) 1989-05-31 1992-10-27 Borrey Roland G Document identification by characteristics matching
US5170466A (en) 1989-10-10 1992-12-08 Unisys Corporation Storage/retrieval system for document
US5168444A (en) 1989-11-15 1992-12-01 Teknekron Transportation Systems Shipment system including processing of document images
US5220501A (en) * 1989-12-08 1993-06-15 Online Resources, Ltd. Method and system for remote delivery of retail banking services
US5088927A (en) 1990-06-18 1992-02-18 Lee Howard G Radio opaque plastics and process of making
US5473143A (en) * 1991-09-23 1995-12-05 Atm Communications International, Inc. ATM/POS based electronic mail system
US5265033A (en) * 1991-09-23 1993-11-23 Atm Communications International, Inc. ATM/POS based electronic mail system
FR2693303B1 (fr) * 1992-07-03 1994-10-21 Despres Jean Albert Dispositif d'identification d'un objet à l'aide d'un insert incorporé à cet objet.
US5539189A (en) * 1992-11-27 1996-07-23 Hopeman Enterprises Ltd. Card holder's paging system for commercial card data network
US5523433A (en) 1994-09-29 1996-06-04 Witco Corporation Process for the preparation of diethyl ester dimethyl ammonium chloride

Also Published As

Publication number Publication date
AR002405A1 (es) 1998-03-11
EP0870249A1 (de) 1998-10-14
AU6149996A (en) 1996-12-30
CA2223766A1 (en) 1996-12-19
EP0870249A4 (de) 2005-01-26
CN1191619A (zh) 1998-08-26
US7110981B1 (en) 2006-09-19
WO1996041293A1 (en) 1996-12-19
JPH11507150A (ja) 1999-06-22
EP2312519A1 (de) 2011-04-20

Similar Documents

Publication Publication Date Title
ZA964845B (en) Method and system for providing integrated brokerage and other financial services through customer activated terminals.
ZA964853B (en) Integrated full service consumer banking system and system and method for opening an account.
AU6141898A (en) Method and system for using intelligent agents for financial transactions, services, accounting, and advice
ZA973895B (en) Financial transaction system.
AU6030798A (en) Automated back office transaction method and system
AU5080998A (en) System and method for delivering financial services
AU9576598A (en) Automated debt payment system and method using atm network
AU3306597A (en) System and method for multi-currency transactions
ZA989772B (en) Fraud prevention method and system.
AU6970096A (en) Stored value transaction system and method using anonymous account numbers
AU7977498A (en) Method and system for performing secure electronic monetary transactions
AU4255597A (en) System and method for pseudo cash transactions
AU2592197A (en) Automated system and method for checkless check transaction
AU2085799A (en) Method and system for providing prepaid and credit-limited telephone services
ZA983630B (en) EPL Verification system and method.
AU7819398A (en) System and method for processing transaction messages
AU1021500A (en) Lender and insurer transaction processing system and method
AU4034997A (en) A method and a system for achieving payment mediation between a payment recipient selling stored value cards, and vendors providing the services for which the cards are used
AU2001261567A1 (en) System and method for providing electronic financial transaction services
AU6474396A (en) System for payment transactions between two active cards
AU6642196A (en) Secure credit card
AU1678300A (en) Credit card verification system and method
GB2304499B (en) Data delivery services
AU4667793A (en) Financial transaction system for electronic services
AU2536297A (en) Integrated financial investment services information system