The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Jun. 03, 2014

Filed:

Feb. 28, 2012
Applicants:

David T. Rose, Cumming, GA (US);

Donald Henry Hopper, Jr., Stone Mountain, GA (US);

Kejun Zhang, Atlanta, GA (US);

Inventors:

David T. Rose, Cumming, GA (US);

Donald Henry Hopper, Jr., Stone Mountain, GA (US);

Kejun Zhang, Atlanta, GA (US);

Assignee:

Fiserv, Inc., Brookfield, WI (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 10/00 (2012.01); G06Q 30/00 (2012.01);
U.S. Cl.
CPC ...
Abstract

Systems and methods for migrating customers to alternative financial products are provided. A set of customers of a financial institution may be identified by a financial system that includes one or more computers. Each of the customers may be eligible for a migration from a first financial product to a second financial product. A pre-migration test may be conducted for a subset of the set of customers to determine an attrition risk associated with the migration of the set of customers to the second financial product. Based upon a determination that the attrition risk is acceptable, the migration of the set of customers from the first financial product to the second financial product may be directed.


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