| 摘要 |
<p>In a system and method for identifying and communicating the availability of additional products to at least one customer (32) of a financial institution, a processor (14) analyses data (10) about the customer (32) and identifies characteristics indicative of financial products compatible with the customer's financial needs. The customer's files are appropriately electronically tagged and representatives (22, 24, 26, 28) of the financial institution are alerted of the marketing opportunity and, in turn, communicate the availability of the product to the customer. The representative my be a customer service representative (22), additional product and service manger (24), direct mail supervisor (26), or telemarketer (28). Reporting of tagging is also provided.</p> |
