Financial services system, has all user's financial product integrated into single package viewable over internet

摘要

Each user of the so-called MATRIKS concept is offered an overall view of his or her financial product package via the internet, either at a local work station or on a home PC, irrespective of the product providers. The user has the possibility of optimising his or her product package, carrying out financial transactions and speaking to a personal financial adviser. The user can also search for product information and then compare them to get the best choice. A message can be sent to a user via e.g. SMS to advise him or her of an interesting offer for an alternative financial product. Bonus points are made available for those users choosing selecting products.