Patent ID: 8791949
Filing Date: 2014-07-29
Classification: G06Q

Abstract:
1. A method for marketing investment services, the method comprising: receiving with a computer device at least one signal from a position detector indicating a position of a viewer relative to a display screen in a first axis and a perpendicular distance of the viewer from the display screen, wherein the computer device comprises at least one processor and operatively associated data storage, and wherein the display screen is aligned along the first axis and a second axis; displaying with the display screen a user interface, wherein the user interface comprises an age scale aligned with the first axis, an asset scale aligned with a second axis and a chart of assets versus age; and upon determining that the perpendicular distance of the viewer from the display screen is less than a predetermined value, modifying with the computer device the interface to display an element at a first position on the age scale corresponding to a position of the viewer relative to the display screen in the first axis, wherein the element comprises information describing at least one of an investment-related event occurring at the first position on the age scale and an investment-related service related to the first position on the age scale; and determining whether the viewer is a customer of a financial institution; and upon determining that the viewer is a customer of the financial institution, modifying with the computer device the interface to display the element in a configuration according to investment-related service information associated with the customer of the financial institution; and wherein the investment-related service information is at least one of details about how the investment-related service could help the viewer open an investment account, details about how to select a contribution plan for the investment account, and details about how to choose funds for the investment account.