PRODUCT AND SERVICE MANIPULATION FOR OPPORTUNITY PURSUIT
When pursing a financial opportunity, certain products and/or services can be used in helping different parties to achieve a related benefit. Since a number of different products and/or services can be available, selection is made to improve a likelihood of success with the financial opportunity. Once there has been an appropriate selection, the products and/or services can be configured to increate a likelihood of success.
1 . A system that assists selection of at least one of a financial service or a financial product for pursuit of a financial opportunity, comprising:
at least one processor coupled to a memory, the processor executes:
a component that proactively appraises a fiscal prospect designated for engagement; and
a match component that selects at least one financial product or financial service for engagement of the fiscal prospect based at least in part on a result of the appraisal of the suitability of the fiscal prospect for the pursuit of the financial opportunity.
2 . The system of claim 1 , further comprising a configuration component that arranges at least one parameter related to the selected product or service.
3 . The system of claim 1 , further comprising an evaluation component that analyzes at least one financial service or at least one financial product, wherein a result of the analysis is used in selection of at least one financial product or financial service.
4 . The system of claim 1 , further comprising a cost component that provides economic data to the match component, wherein a subset of the economic data is used in the selection of at least one product or service.
5 . The system of claim 1 , further comprising an artificial intelligence component that makes at least one inference or at least one determination in relation to selection of at least one product or service.
6 . The system of claim 1 , further comprising a history component that evaluates previous interactions related to the fiscal prospect and provides historic data of the previous interactions to the match component, wherein a subset of the historic data is used in the selection of at least one product or service.
7 . The system of claim 1 , further comprising a partition component that assigns the selected product or service to an entity.
8 . A method that facilitates selection of at least one of a financial service or a financial product for pursuit of a financial opportunity, comprising:
employing at least one processor to execute the following:
evaluating a characteristic of the selected financial product or financial service, the product or service characteristics are retained in a memory; and
configuring at least one evaluated characteristic in accordance with the pursuit of the financial opportunity, the financial opportunity has been proactively selected as a potential candidate for presentation of financial services or products.
9 . The method of claim 8 , further comprising determining at least one attribute of the financial opportunity, wherein configuration of the evaluated characteristic is based on the at least one determined attribute.
10 . The method of claim 8 , wherein the configuration takes place in accordance with at least one economic factor.
11 . The method of claim 8 , further comprising retaining configuration data, wherein the retained configuration data is used in a subsequent configuration of at least one evaluated characteristic in accordance with pursuit of an economic occasion.
12 . The method of claim 8 , further comprising selecting at least one product or service for use in conjunction with pursuit of the financial opportunity.
13 . The method of claim 12 , further comprising collecting information or metadata that relates to the financial opportunity, wherein collected information or metadata is used in selecting at least one financial product or financial service.
14 . The method of claim 8 , further comprising authenticating at least one selected financial product or financial service.
15 . A system to assist with selection of at least one of a service or a product for pursuit of a financial opportunity, comprising:
at least one processor coupled to a memory, the processor executing:
means for collecting information that associates with an entity, the entity has been proactively selected as a potential candidate for presentation of financial services or products; and
means for determining if a financial opportunity related to the entity should be pursued.
16 . The system of claim 15 , further comprising means for choosing at least one product or at least one service for pursuit of the financial opportunity.
17 . The system of claim 15 , further comprising means for managing workflow that relates to pursuit of the financial opportunity.
18 . The system of claim 15 , further comprising means for assigning a portion of time of at least one person, wherein the assigned portion of time is dedicated to pursuit of the financial opportunity.
19 . The system of claim 15 , further comprising means for generating a presentation for use in pursuit of the financial opportunity.
20 . The system of claim 15 , further comprising means for referring the financial opportunity to an external processor upon determination that the financial opportunity is not to be pursued in-house.