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Method and system for assisting a client in the transfer of usage of accounts at one or more financial institutions
Method and system for assisting a client in the transfer of usage of accounts at one or more financial institutions
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机译:在一个或多个金融机构中协助客户转移账户使用的方法和系统
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摘要
A system and method of assisting a client transfer financial services using a first account to a second account collects relevant information and authorization from the client. The system and method maintains a database of counterparties providing services to clients of financial institutions and uses the information provided by the client and information in the database of counterparties to schedule and effect the transfer of the services. The system and method creates the necessary transfer information for each service to be transferred and dispatches the completed transfer information to each counterparty with a desired date for the transfer to be effected, the desired dates being selected in accordance with a cashflow analysis performed by the system and method of both the account at the previous financial institution and the account at the new financial institution.
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