System for automatically transferring account information, such as information regarding a financial services account

A system for transferring a customer's account information from one account to a new account is described. The system utilizes a switch kit application and associated system that can determine services at the old account and facilitate the transfer of these services to the new account.

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Bibliographische Detailangaben
Hauptverfasser: Wehunt, Nathan P, Blair, Jeanne, Lux, Scott A, Gradwohl, Jeffrey J, Dickinson, Steven J, Boyles, Helen P, Houssiere, Christian, Stoll, Audra K, Jacobson, Tara L, Cunningham, Gregory L
Format: Patent
Sprache:eng
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Beschreibung
Zusammenfassung:A system for transferring a customer's account information from one account to a new account is described. The system utilizes a switch kit application and associated system that can determine services at the old account and facilitate the transfer of these services to the new account.