首页> 外国专利> TARGETING BANKING CENTER CUSTOMERS FOR CHANNEL MIGRATION WITH BANKING CENTER REPRESENTATIVE-PERSONALIZED ALERTS

TARGETING BANKING CENTER CUSTOMERS FOR CHANNEL MIGRATION WITH BANKING CENTER REPRESENTATIVE-PERSONALIZED ALERTS

机译:指定银行中心客户以使用银行中心代表个性化警报进行渠道迁移

摘要

Embodiments of the invention relate to systems, methods, and computer program products for targeting financial institution channel migration away from first channel, such as banking centers and towards other transaction channels using banking representative-personalized recommendation alerts. In this regard the present invention serves to inform and encourage financial institution customers to use other more optimal financial institution channels for conducting transactions. Once recommendations for alternative transaction channels have been determined, alerts are generated and communicated within a selected time frame after the banking center transaction has been conducted. In addition to the recommendations, the alert is personalized by the banking center representative that assisted the customer, so as to further gain the attention of the customer. Moreover, the alerts may include further information to encourage the customer to use the recommendations, such as directions to the alternative financial institution channels, instructions for using the alternative channels and the like.
机译:本发明的实施例涉及用于使用银行代表个性化推荐警报来针对金融机构渠道从第一渠道(例如银行中心)向其他交易渠道的迁移来针对金融机构渠道的系统,方法和计算机程序产品。在这方面,本发明用于通知和鼓励金融机构客户使用其他更优化的金融机构渠道进行交易。一旦确定了其他交易渠道的建议,便会在银行中心交易完成后的选定时间范围内生成警报并进行传达。除建议外,警报还由协助客户的银行中心代表进行个性化设置,以进一步引起客户的注意。此外,警报可以包括进一步的信息以鼓励客户使用推荐,例如到替代金融机构渠道的指导,使用替代渠道的说明等。

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