Patent ID: 8805724

Claim:
A method, comprising: receiving, at a non-transitory server device, offer information associated with one or more products or one or more services; receiving, at the non-transitory server device, customer information associated with one or more customers, the customer information including customer condition information associated with the one or more products or the one or more services; determining, using the non-transitory server device, a matching of the offer information with the customer information based on: system-defined rules that define products or services to offer to the one or more customers and define under what conditions to offer the products or services, and user-defined rules based on at least one or more of: information regarding a profile associated with the one or more customers, information regarding a churn score associated with the one or more customers, information regarding a credit history associated with the one or more customers, information regarding a treatment history associated with the one or more customers, information regarding current account products or current account services associated with the one or more customers, or information regarding market intelligence associated with the one or more customers; generating, using the non-transitory server device, matched offer and customer information based on the matching; and conveying, using the non-transitory server device, the matched offer and customer information in an order of priority.