SYSTEMS AND METHODS FOR IDENTIFYING PRODUCT RECOMMENDATIONS BASED ON INVESTMENT PORTFOLIO DATA

摘要

The disclosed embodiments include, for example, systems and methods for providing recommendations of one or more alternative products to a user based on investment portfolio data. In one aspect, the disclosed embodiments may include a system that is configured to obtain information associated with one or more products of interest to the user. In certain aspects, the obtained information may identify a product previously purchased by the user, one or more products that form a shopping list of the user, and/or a product identified by the user as a potential purchase. The system may be configured to identify one or more alternative products that are similar to the products of interest and that are related to one or more securities associated with an investment portfolio of the user.

主权项

1. A computer-implemented method, comprising:
obtaining, by one or more processors, (i) first information identifying a plurality of products having corresponding product parameters and (ii) second information identifying securities associated with an investment portfolio of a user; identifying, by the one or more processors, an alternative product associated with at least one of the product parameters and at least one of the securities; and performing, by the one or more processors, a process that causes transmission of information identifying the alternative product for presentation on a device of the user prior to a purchase of the products by the user.