INTERACTIVE AND COLLABORATIVE FINANCIAL CUSTOMER EXPERIENCE APPLICATION

摘要

Systems, methods, and computer program products are provided for aninteractive financial customer experience that allows collaborativelyselectingfinancial products for a customer. The customer experience assesses thecustomer'slife events and subsequently uses the life events and the proximate date ofoccurrenceof the life events to determine financial product recommendations and offersfor thecustomer. Additionally, the customer experience may assess the customer's lifeinterests and/or financial portfolio to further determine financial productrecommendations and offers. The financial product recommendations, along withother financial product options, may be presented to the customer andfinancialinstitution associate in a user-friendly platform that further accentuates thecollaborative nature of the financial product selection process.