Multi-Channel and Cross-Channel Account Opening

Multi-Channel and Cross-Channel Account Opening

Embodiments as described herein include methods and a system for multi-channel and cross-channel account opening. An applicant may start an account opening process in one channel and move to one or more other channels without any application data being lost. A financial management system (FMS) provi...

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Hauptverfasser: PATEL AMIT R, NARANG GIRISH, DARBY JOHN S
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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creator PATEL AMIT R
NARANG GIRISH
DARBY JOHN S
description Embodiments as described herein include methods and a system for multi-channel and cross-channel account opening. An applicant may start an account opening process in one channel and move to one or more other channels without any application data being lost. A financial management system (FMS) provides a single account opening platform for multiple financial institutions (FIs) such that an application to open an account is handled by the FMS platform using shared resources among channels, and applying rules specified by each FI.
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subjects CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
title Multi-Channel and Cross-Channel Account Opening
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