Abstract: This invention relates to a system that generates pre-approved financial product offers, such as credit offers, after evaluating information retrieved from internal and/or external databases which contain customer information. The system is particularly suitable for generating pre-approved multi-product offers from the suite of products a user institution has available in addition to a default offer.
Type:
Application
Filed:
May 28, 2020
Publication date:
September 17, 2020
Applicant:
CUneXus Solutions
Inventors:
David A. Buerger, Darin L. Chong, John Reich
Abstract: This invention relates to a system that generates pre-approved financial product offers, such as credit offers, after evaluating information retrieved from internal and/or external databases which contain customer information. The system is particularly suitable for generating pre-approved multi-product offers from the suite of products a user institution has available in addition to a default offer.
Type:
Application
Filed:
December 14, 2015
Publication date:
June 16, 2016
Applicant:
CUneXus Solutions
Inventors:
David A. Buerger, Darin L. Chong, John Reich
Abstract: This invention relates to the field of computer-assisted methods for customer data evaluation and communication of customized sales offers of financial products to customers based on data evaluation. In a preferred embodiment, a system comprising a software module generates pre-approved financial product offers, such as credit offers, after evaluating information retrieved from internal and/or external databases which contain customer information. The system is particularly suitable for generating pre-approved multi-product offers from the suite of products a user institution has available in addition to a default offer.
Type:
Application
Filed:
February 20, 2009
Publication date:
August 27, 2009
Applicant:
CUneXus
Inventors:
David A. Buerger, Darin L. Chong, John Reich