Patent ID: 8825520

Claim:
A method for presenting targeted content to a customer of a financial institution through a voice response unit (VRU), the method comprising: receiving a call from a customer at a VRU; identifying the customer; retrieving an anonymized customer profile for the customer; matching one or more targeted offers to the customer as a function of key lifestyle indicators (KLIs) in the anonymized customer profile; and verbally informing the customer through the VRU that the one or more targeted offers is available to the customer; wherein retrieving the anonymized customer profile comprises: identifying a unique customer identification code (UCIC) associated with the customer and assigned by the financial institution; and identifying the anonymized customer profile associated with the identified UCIC; and wherein identifying the one or more targeted offers comprises: reading an advertisement identification code (ADIC) from the anonymous customer profile, where the ADIC is indicative of KLIs in the profile; and identifying one or more targeted offers associated with the ADIC.