Patent ID: 8606678
Filing Date: 2013-12-10
Classification: G06Q

Abstract:
1. A method for providing financial product recommendations on a computing device, the method comprising: providing, by a computing device processor, a first display of a life event user interface that includes a timeline and a plurality of life events; receiving, by a computing device, one or more first inputs that each choose one of the displayed life events and associate the chosen life event with a date range on the timeline, wherein the date range indicates a proximate date of occurrence for each of the life events to occur within a lifetime of a customer; providing, by a computing device processor, a second display of a life interest user interface that includes a plurality of customer life interest categories and customer life interest items within a chosen customer life interest category; receiving, by the computer device, one or more second inputs that each choose one of the displayed customer life interest items, wherein customer life interest items include at least one of an organization, an association, a school, or a sporting team to which the customer has an interest; determining, by a computing device processor, one or more financial product recommendations for the customer based at least in part on the life events, the proximate date of occurrence for each of the life events, and the customer life interest items; and providing, by a computing device, a third display of a financial product recommendation user interface that includes the one or more financial product recommendations, wherein at least one of the financial product recommendations are for an affinity financial product comprising one of an affinity credit card, an affinity debit card or an affinity checking account which represents at least one of the customer life interest on the face of the card or checks.