Invention Grant
US08744899B2 Systems and methods for migrating customers to alternative financial products 有权
将客户迁移到替代金融产品的系统和方法

Systems and methods for migrating customers to alternative financial products
Abstract:
Systems and methods for migrating customers to alternative financial products are provided. A set of customers of a financial institution may be identified by a financial system that includes one or more computers. Each of the customers may be eligible for a migration from a first financial product to a second financial product. A pre-migration test may be conducted for a subset of the set of customers to determine an attrition risk associated with the migration of the set of customers to the second financial product. Based upon a determination that the attrition risk is acceptable, the migration of the set of customers from the first financial product to the second financial product may be directed.
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