Patent ID: 7283981
Filing Date: 2007-10-16
Classification: G06Q

Abstract:
1. A browser-based financial products ordering system, comprising a server at a first location for communicating with a browser-based client at a second location, wherein the server includes a computer-readable medium encoded with a plurality of components and a processor configured to perform system processes, the plurality of components including: a financial institution (FI) component configured to maintain a plurality of FI records, wherein each FI record for the plurality of FI records includes a routing number; a products component configured to provide a number of financial products available for order; and a FI marketing program component configured to maintain a number of marketing program records for each FI record and identify marketing programs of an FI for selection by the client using the routing number for one of the plurality of FI records, wherein the marketing programs of the FI are for use by the FI to market to different customer groups, wherein the marketing program component is configured to drive dynamic content for the browser-based client using marketing program rules, wherein the dynamic content is related to financial product orders for a client-selected marketing program, wherein the plurality of components are configured to cooperate to receive a routing number through a browser interface, identify at least one available marketing program associated with the routing number, receive a client selection for a marketing program from the at least one available marketing program through the browser interface, and identify financial products available for order for the client-selected marketing program.