Systems and methods for pre-approving and pre-underwriting customers for financial products

A method for presenting pre-approved and pre-underwritten offers to a customer may include: receiving targeting criteria based on at least one of current accounts with the financial institution, assets, creditworthiness, and credit risk for an offer for a financial product; identifying a target popu...

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Hauptverfasser: Chalasani, Nagesh, Narayanan, Vidyasankar, Garg, Vakul, Stratton, Wade A, Bansal, Kapil, Breault, Stephani L, Reichenbach, Keith, Dulkina, Marianna, Bowers, Dennis, Hartman, Michael S, Kim, Jason J, Goldkrantz, Seth, Evans, Margaret F, Thomas, W. David, Aller, Steven, Roth, Steven Noel, Dimant, Suzanne, Bunke, Richard S, Nelson, Claimonte, Devisetty, Jagan, Nalla, Ajit, Hennessey, James, Haas, Daniel A
Format: Patent
Sprache:eng
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