ACCOUNT REVIEW TRIGGER FEATURE

ACCOUNT REVIEW TRIGGER FEATURE

Systems and methods for reviewing accounts to enhance user relationships and prevent account loss are provided herein. In the systems and methods, account data associated with one or more account of a first financial institution are received and the account data is stored in a storage device; trigge...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: VERMA DEEPAK, BAJAJ PARUL, JOFFE DAVID NEIL, MISHRA VIKAS, GATPA SRIHARI RAO, YERI NAVEEN G, SHAO YANGHONG, ALLISON, JR. THAYER S, WEI LI, BENDEL TIMOTHY J, JOA DAVID
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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Beschreibung
Zusammenfassung:Systems and methods for reviewing accounts to enhance user relationships and prevent account loss are provided herein. In the systems and methods, account data associated with one or more account of a first financial institution are received and the account data is stored in a storage device; triggers are identified based on the account data, where the triggers include one or more transactions; external account activity of one or more accounts associated with a second financial institution is determined based on the one or more transactions; and a product recommendation is provided to a user associated with one or more accounts of the first financial institution based on the identified external activity. The systems and methods further provide determining a shift in internal account usage of the one or more accounts associated with the first financial institution based on the one or more transactions.