SYSTEM, METHOD, AND COMPUTER PROGRAM FOR QUANTIFYING THE PRIMACY OF A FINANCIAL RELATION

摘要

As described herein, a system, method, and computer program are provided for quantifying the primacy of a financial relation for financial institution account management. An account of a customer with a financial institution is identified. Transactional-related information for the account is accessed. A holistic primacy score is computed for the account, using the transactional-related information, where the holistic primacy score holistically quantifies a primacy relation of the customer with the financial institution. At least one action is caused to be performed in association with the account, based on the holistic primacy score.