Abstract: A system and method for matching a savings opportunity using census data includes gathering transaction data from a user's financial account and analyzing the transaction data for a savings opportunity indication. Third party census data related to a geographic location of the user may be used in addition to the savings opportunity indication to match a savings opportunity from a database of savings opportunities to the user. The savings opportunity is displayed in association with a statement of the user's financial account.
Abstract: Disclosed herein is a method of obtaining merchant sales information for marketing or sales teams. Including accessing transaction data from one or more financial institutions and extracting metadata associated with the transaction data in accordance with at least one rule. The metadata is then analyzed to identify transaction data associated with one or more merchants. The transaction data associated with the one or more merchants is provided to the marketing or sales teams.
Type:
Grant
Filed:
May 29, 2013
Date of Patent:
December 10, 2019
Assignee:
Truaxis, LLC
Inventors:
Nilesh Vijay Kulkarni, Samir Kothari, John Michael Thornton
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