Method for automatically preparing a plurality of client communications offering one or more financial products or services
View Patent ↗A system for automatically preparing customized replies in response to communications from a plurality of clients. To facilitate automation and tracking, each original communication to the client (or each original response from the client) is tagged with a unique label, and replies to client responses are each correspondingly labeled. The system provides individualized replies to each of a variety of response options that a client might exercise in response to a received communication, whether an original communication or a reply to a previous response. The system is applicable to mass marketing communications, and is particularly well suited to the generation of personalized replies to each and every one of a multitude (tens of thousands and up to millions) of communications from clients. The system is also capable of continuing to generate replies to follow-up responses from clients and to thereby maintain an ongoing “conversation” until the client makes a purchase decision, or no longer responds. Communications may be delivered through a variety of means, such as the internet, the mails, by facsimile, on a host communication, etc.
1. A method for automatically preparing a plurality of client communications comprising an offering for one or more financial products or services for delivery to consumer entities comprising the steps of:
determining, using at least one processor, variable content data for an offering to a specific consumer entity for one or more financial products or services;
generating, using the at least one processor, an electronic client communication including the variable content data within the client communication, the client communication comprising one or more client communication sections;
generating, using the at least one processor, an electronic host communication integrating at least one of the client communication sections, wherein at least one client communication sections includes one or more electronic communication forms configured for responding to the one or more client communication sections;
using a first electronic network to deliver the electronic host communication to the specific consumer entity;
automatically generating, using the at least one processor, and delivering, using a second electronic network, subsequent client communication sections after the specific consumer entity responds via the one or more electronic communication forms, wherein the subsequent client communication sections may include subsequent electronic communication forms configured for responding to one or more of the subsequent client communication sections.
2. The method of claim 1 , wherein some of the variable content data is the same variable content data for each different client.
3. The method of claim 1 , wherein the variable content data includes different variable content data for each different client.
4. The method of claim 1 , wherein any of the one or more client communication sections provides an option to apply for the one or more financial products or services.
5. The method of claim 1 , wherein any of the one or more client communication sections includes an application for the one or more financial products or services.
6. The method of claim 1 , wherein the client communication contains variable content data only on a subsequent client communication section.
7. The method of claim 1 , wherein the one or more client communication sections integrated with the electronic host communication includes the variable content data.
8. The method of claim 1 , wherein any of the one or more client communication sections comprises an option to respond to the offering.
9. The method of claim 1 , wherein the electronic host communication is delivered via electronic mail.
10. The method of claim 9 , wherein any subsequent client communication section is configured for viewing on a display accessible via the Internet.