Browser-based system for ordering financial products
Browser-based systems and methods are provided for ordering personalized financial products. One aspect of the present subject matter relates to a method for fulfilling financial product orders. In one embodiment of this method, a number of user inputs for selecting a number of financial products through a browser interface is received. A number of imprints is personalized using a number of personalization elements for the number of selected financial products. Special characters are supported. An order for the selected number of financial products is accepted through the browser interface. The ordered financial products are shipped. Other aspects are provided herein.
1. A browser-based financial products ordering system, comprising a server at a first location for communicating with a browser-based client at a second location, wherein the server includes a computer-readable medium encoded with a plurality of components and a processor configured to perform system processes, the plurality of components including:
a financial institution (FI) component configured to maintain a plurality of FI records, wherein each FI record for the plurality of FI records includes a routing number;
a products component configured to provide a number of financial products available for order; and
a FI marketing program component configured to maintain a number of marketing program records for each FI record and identify marketing programs of an FI for selection by the client using the routing number for one of the plurality of FI records, wherein the marketing programs of the FI are for use by the FI to market to different customer groups, wherein the marketing program component is configured to drive dynamic content for the browser-based client using marketing program rules, wherein the dynamic content is related to financial product orders for a client-selected marketing program,
wherein the plurality of components are configured to cooperate to receive a routing number through a browser interface, identify at least one available marketing program associated with the routing number, receive a client selection for a marketing program from the at least one available marketing program through the browser interface, and identify financial products available for order for the client-selected marketing program.
2. The system of claim 1 , wherein the number of financial products includes personalized checks.
3. The system of claim 1 , wherein the dynamic content includes products and related products for the client-selected program.
4. The system of claim 3 , wherein the dynamic content includes product price for the client-selected program.
5. The system of claim 1 , wherein the dynamic content includes shipping preferences for the client-selected program.
6. The system of claim 1 , wherein the dynamic content includes enhancements for the client-selected program.
7. The system of claim 1 , wherein:
the plurality of components further include an account holder component configured to maintain a plurality of account holder records;
each account holder record for the plurality of account holder records includes an account number;
the program component is configured to further use the account number for one of the plurality of account holder records along with the routing number for one of the plurality of FI records to identify programs for selection by the client.
8. A browser-based financial products ordering system, comprising a server at a first location for communicating with a browser-based client at a second location, wherein the server includes a computer-readable medium encoded with a plurality of components and a processor configured to perform system processes, the plurality of components including:
a financial institution (FI) component configured to maintain a plurality of FI records, wherein each FI record for the plurality of FI records includes a routing number;
a product/service component configured to provide a number of products or services; and
a FI marketing program component configured to maintain a number of marketing program records for each FI record and identify marketing programs of an FI for selection by the client using the routing number for one of the plurality of FI records, wherein the marketing programs of the FI are for use by the FI to market to different customer groups, wherein the marketing program component is configured to drive dynamic content for the client using marketing program rules, wherein the dynamic content is related to products or services for a client-selected marketing program,
wherein the plurality of components are configured to cooperate to receive a routing number through a browser interface, identify at least one available marketing program associated with the routing number, receive a client selection for a marketing program from the at least one available marketing program through the browser interface, and identify financial products or services available for order for the client-selected marketing program.
9. The system of claim 8 , wherein the product/service component is configured to provide a number of financial products, the server further includes:
an account holder component configured to maintain a plurality of account holder records, wherein each account holder record for the plurality of account holder records includes an account number and a number of personalization elements; and
a products component configured to provide a number of financial products available for order based on a client-selected account number, a client-selected routing number and a program identifier.
10. The system of claim 8 , wherein the product/service component is configured to provide a number of financial products, and the dynamic content is related to financial product orders for a client-selected program record.
11. The system of claim 8 , wherein the number of products or services includes personalized checks.
12. The system of claim 8 , wherein the product/service component is configured to provide products and services.
13. The system of claim 8 , wherein the program component is configured to drive dynamic content to market products and services to customer groups.
14. The system of claim 8 , wherein the dynamic content includes a list of available financial products.
15. The system of claim 8 , wherein the dynamic content includes a list of available financial services.
16. The system of claim 8 , wherein the dynamic content includes a list of available financial products and financial services.
17. The system of claim 8 , wherein:
the plurality of components further include an account holder component configured to maintain a plurality of account holder records;
each account holder record for the plurality of account holder records includes an account number; the program component is configured to further use the account number for one of the plurality of account holder records along with the routing number for one of the plurality of FI records to identify programs for selection by the client.