Citibank, N.a.

Wilbur E Wright

Henry Weinberger

Renee Bauchner

Al Newman

A system and method for identifying and communicating the availability of additional products to at least one customer of a financial institution is disclosed. A processor analyses data about the customer and identifies characteristics indicative of financial products compatible with the customer's financial needs. The customer's files are appropriately electronically tagged and representatives of the financial institution are alerted of the marketing opportunity and, in turn, communicate the availability of the product to said customer. The representative may be a teller, branch manager, telemarketer or direct mail supervisor. Reporting of tagging is also provided.

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Elmsford, NY, United States of America

Wilbur E Wright