Patent ID: 8780115

Claim:
An apparatus for marketing investment services, the apparatus comprising: a display screen aligned along a first axis and a second axis; a position detector; a computer device in electronic communication with the position detector and the display screen, wherein the computer device comprises at least one processor and operatively associated data storage, wherein the data storage comprises instructions thereon that, when executed by the at least one processor cause the computer device to: receive at least one signal from the position detector indicating a position of a viewer relative to the display screen in the first axis and a perpendicular distance of the viewer from the display screen; and send at least one electronic signal to the display screen, wherein the at least one electronic signal causes the display screen to display a user interface, wherein the user interface comprises an age scale aligned with the first axis, an asset scale aligned with the 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, modify 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 determine whether the viewer is a customer of a financial institution; and upon determining that the viewer is a customer of the financial institution, modify 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.