05987434 is referenced by 501 patents and cites 14 patents.

An apparatus and method which use client information to automatically select and present financial products appropriate for the client. The apparatus according to one aspect includes an input device for inputting client information, financial product information, ancillary data, and decision criteria; a storage device for storing the inputted items; decision making logic circuitry for using the inputted items to select a subset of the financial products; and an output device for preparing a client communication which identifies the subset of the financial products. The output device incorporates a portion of the client information and a portion of the financial products information into the client communication. The method according to one aspect includes inputting the same items; storing these inputted items; using the stored items to select a subset of the financial products; and preparing a client communication which identifies the subsets of the inputted information and incorporates it into the client communication.

Title
Apparatus and method for transacting marketing and sales of financial products
Application Number
8/661004
Publication Number
5987434
Application Date
June 10, 1996
Publication Date
November 16, 1999
Inventor
Richard Marc Libman
928 20th St. Unit #6, Santa Monica, 90403
CA, US
Agent
Snell & Wilmer L
IPC
G06F 157/00
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