Invention Grant
- Patent Title: Systems and methods for migrating customers to alternative financial products
- Patent Title (中): 将客户迁移到替代金融产品的系统和方法
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Application No.: US13407111Application Date: 2012-02-28
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Publication No.: US08744899B2Publication Date: 2014-06-03
- Inventor: David T. Rose , Donald Henry Hopper, Jr. , Kejun Zhang
- Applicant: David T. Rose , Donald Henry Hopper, Jr. , Kejun Zhang
- Applicant Address: US WI Brookfield
- Assignee: Fiserv, Inc.
- Current Assignee: Fiserv, Inc.
- Current Assignee Address: US WI Brookfield
- Agency: Sutherland Asbill & Brennan LLP
- Main IPC: G06Q10/00
- IPC: G06Q10/00 ; G06Q30/00
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.
Public/Granted literature
- US20130226829A1 SYSTEMS AND METHODS FOR MIGRATING CUSTOMERS TO ALTERNATIVE FINANCIAL PRODUCTS Public/Granted day:2013-08-29
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