SYSTEMS AND METHODS FOR FINANCIAL PROPOSAL GENERATION
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United States of America Patent
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Issued Date -
Sep 18, 2014
app pub date -
Aug 30, 2013
filing date -
Mar 15, 2013
priority date (Note) -
Abandoned
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Abstract
Systems and methods that receive personal and/or financial information associated with a customer and a proposed financial action are disclosed. Based, at least in part on the received information, and iterative analysis of the financial implications of the proposed financial action, a financial proposal is generated. The financial proposal may provide insight into one or more optimized times and/or optimized amounts for executing the proposed financial action.
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