Is a
Patent attributes
Patent Jurisdiction
Patent Number
Patent Inventor Names
Patricia Kinney0
Teresa Rose0
Barbara Whorf0
Douglas Joel Zickafoose0
Paal Kaperdal0
Date of Patent
November 17, 2009
0Patent Application Number
121833410
Date Filed
July 31, 2008
0Patent Citations Received
Patent Primary Examiner
Patent abstract
A system and method that can be utilized to choose, set up, open, and/or manage an online account at a financial institution. The system and method allows for the automating of key aspects of an account opening process for customers such as tailoring the presentation of information to the online customer based at least in part on the customer's input, performing suitability checks for the customer based on online products chosen by the customer, presenting cross-sell products to the customer based on information known by the financial institution or currently received from the customer, and allowing a pending customer to complete the online application procedure in the absence of a confirmed identification of the online customer.
Timeline
No Timeline data yet.
Further Resources
No Further Resources data yet.