Patent ID: 8738500

Claim:
A method for soliciting a customer using an interactive computer-readable medium, the method comprising: sending a computer-readable medium to the customer, the computer-readable medium including information about a financial institution; activating the computer-readable medium by accessing the information on the computer-readable medium, wherein activating the computer-readable medium includes stopping paper mailing to the customer; offering a financial incentive to encourage the customer to: purchase a service or a product from the financial institution provided in the information on the computer-readable medium; or receive communications via electronic media about the service or the product; receiving a notification that the customer is purchasing the service or the product offered by the financial institution using the computer-readable medium; delivering a number of electronic regulatory mailings to the customer, wherein regulatory mailings are mailings required by a financial institution regulator; and knowledge base authenticating the customer to validate the customer identity and that the customer has received the number of electronic regulatory mailings.