Patent ID: 8073755
Filing Date: 2011-12-06
Classification: G06Q

Abstract:
1. A method for interfacing with a financial institution using a computer interface, the method comprising the steps of: (a) presenting a first content including a product list to a customer; (b) receiving at the financial institution a first set of information and a first input including a choice of at least one of the products; (c) determining, using a computer interface having a processor, if the customer is an online client of the financial institution; (d) determining, using a computer interface having a processor, a status of the customer if the customer is not a current online client or if said first set of information is not verified by the financial institution, comprising: (e) performing, using a computer interface having a processor, a suitability check on the customer or pending customer based at least on the first input; and (f) approving the customer or pending customer for the at least one chosen product based at least on the suitability check or flagging the customer as a pending customer if not approved for the at least one chosen product based at least on the suitability check.