Invention Grant
US08417608B2 Dynamically providing financial solution recommendations 有权
动态提供财务解决方案建议

Dynamically providing financial solution recommendations
Abstract:
Systems, methods, and computer program products are provided for dynamically building financial solution recommendations based on received inputs. These inputs, which may be received from the customer, an associate collaborating with the customer or from a customer database, may include customer behaviors, customer attitudes, customer life events, customer life interests, customer personal/profile data, customer financial data, such as portfolio data and the like. Based on the received inputs, financial solution recommendations are determined and presented to the customer in real time or near time. As such, the customer is able to instantaneously see how each input of recommendation criteria impacts the financial solution recommendations. Further, embodiments of the present invention provide for inputs to the financial solution recommendation tool/module to be received in a non-linear fashion, such that a customer or a collaborating associate may provide inputs at various entry points to accommodate specific financial solution needs of the customer.
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