发明名称 SYSTEM AND METHOD OF EXCHANGING FINANCIAL SERVICES INFORMATION AND OF COMMUNICATION BETWEEN CUSTOMERS AND PROVIDERS
摘要 One embodiment of the invention is a financial services information service that allows financial service customers to securely post their financial needs and to impart instructions pertaining to suppliers of financial services reviewing said needs. Intending to identify new transactions and acquire new customers, financial service providers review needs posted by costumers in the customer database. Providers select the entries of interest and can purchase the legal names of customers associated with specific needs. Business method intends fee charges to be attractive to providers of financial services in view of typical customer acquisition costs and to promote selectivity and to avoid abuses by providers. For additional fees providers can also send high customized messages to potential customers in order to maximize attractiveness of initial contact. Invention also creates a ratings and review method intended to differentiate providers and reward financial services providers worldwide committed to excellent service. Customers remain empowered during the process by selecting and excluding providers accessing information about their posted needs and ultimately deciding which providers will obtain their contact information. The system provides a method for the customers and providers to communicate and for third parties to advertise.
申请公布号 US2013013477(A1) 申请公布日期 2013.01.10
申请号 US201113179551 申请日期 2011.07.10
申请人 ORTEGA CARLOS 发明人 ORTEGA CARLOS
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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