Patent ID: 8175934
Filing Date: 2012-05-08
Classification: G06Q

Abstract:
1. A computer assisted method for automatically generating one or more client communications presenting an offering for one or more financial products or services specific to one or more clients, the client communications deliverable with a host vehicle, the host vehicle containing a primary communication to the one or more clients, the method comprising the steps of: obtaining pertinent client data which is pertinent to one or more clients from a first incoming information data input using a processor, the first incoming information data input containing client information on a plurality of distinct clients; obtaining pertinent product or service data which is pertinent to one or more clients from a second incoming information data input using the processor, the second incoming information data input containing product information for one or more financial products or services; selecting, using the processor, a subset of pertinent information data from the first incoming information data input or the second incoming information data input specific to a particular client from the plurality of distinct clients; generating by an output module in cooperation with the processor, at least one client communication containing the subset of pertinent information data as part of the client communication; and adding, by the output module, the at least one client communication to the host vehicle for communication to the particular client.