Interactive and collaborative financial customer experience...

Details Interactive and collaborative financial customer experience... Interactive and collaborative financial customer experience...

G - Physics

06

Q

G06Q 40/00 (2012.01)

Patent

CA 2682571

Systems, methods, and computer program products are provided for an interactive financial customer experience that allows collaboratively selecting financial products for a customer. The customer experience assesses the customer's life events and subsequently uses the life events and the proximate date of occurrence of the life events to determine financial product recommendations and offers for the customer. Additionally, the customer experience may assess the customer's life interests and/or financial portfolio to further determine financial product recommendations and offers. The financial product recommendations, along with other financial product options, may be presented to the customer and financial institution associate in a user-friendly platform that further accentuates the collaborative nature of the financial product selection process.

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