专利名称:ACCOUNT MANAGEMENT SYSTEMS AND
METHODS
发明人:BOWSER, REGINALD申请号:US0336151申请日:20031114
公开号:WO2004046855A3公开日:20040902
摘要:Methods for providing an account rollover marketplace which includesproviding a consumer interface with which consumers interact to pursue accountrollovers, permitting each consumer to interact with the consumer interface to requestto receive multiple rollover offers, and presenting multiple account rollover offers fromdifferent financial institutions to a particular one of the consumers in response to thatconsumer requesting rollover offers. Also included are methods for alerting a financialinstitution of a transaction, which includes providing a consumer with an opportunity toenter application information for a rollover account application when that consumerselects one of a number of rollover offers, storing the information entered by thatconsumer, automatically sending an alert to the financial institution whose rollover offerthat consumer selected when a completed application for that selected offer is received,and making the stored information electronically available to the financial institution towhich the alert is sent.
申请人:ROLLOVER SYSTEMS, INC.
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