System and Method for Providing a Financial Product Using a Customer Product Criteria

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United States of America Patent

SERIAL NO

12099249

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Abstract

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A system and method for providing a financial product using customer product criteria are provided. The method provides for providing a financial product to a customer. The method includes receiving a customer profile associated with a customer. The customer profile has customer preferences and customer personal information. The method also includes obtaining customer credit information using the customer personal information. The method further includes generating customer product criteria using the customer profile. The method additionally includes providing the customer credit information and the customer profile to one or more financial institutions. The method also includes receiving one or more financial products from the one or more financial institutions. The method further includes matching the customer with one or more financial products by comparing the one or more financial products to the customer product criteria.

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Patent Owner(s)

Patent OwnerAddress
CAPITAL ONE SERVICES LLC1680 CAPITAL ONE DRIVE MCLEAN VA 22102

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Bol, Cornelis WJ Richmond, US 1 12
Chatterjee, Soumik Glen Allen, US 2 32
Dutt, Rajsaday Glen Allen, US 10 230
Joshi, Abhijit Glen Allen, US 9 353
Master, Yousef Arlington, US 1 12

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