| 8738435 |
Method and apparatus for presenting personalized content relating to offered products and services |
— |
2014-05-27 |
| 8719114 |
System and method for automated generation of communications involving products or services |
— |
2014-05-06 |
| 8606632 |
System, method, and computer program product for selecting and presenting financial products and services |
— |
2013-12-10 |
| 8458052 |
System and method for automated generation of communications involving products or services |
— |
2013-06-04 |
| 8352317 |
System for facilitating production of variable offer communications |
— |
2013-01-08 |
| 8234184 |
Automated reply generation direct marketing system |
— |
2012-07-31 |
| 8175934 |
System and method for automated generation of communications involving products or services |
— |
2012-05-08 |
| 8073735 |
System and method for automating financial document compliance |
— |
2011-12-06 |
| 8019644 |
System and method for automated processing of new products and services |
— |
2011-09-13 |
| 7991649 |
Method for automatically preparing a plurality of client communications offering one or more financial products or services |
— |
2011-08-02 |
| 7890366 |
Personalized communication documents, system and method for preparing same |
— |
2011-02-15 |
| 7860744 |
System and method for automatically providing personalized notices concerning financial products and/or services |
— |
2010-12-28 |
| 7856375 |
Customized communication document creation system and method |
— |
2010-12-21 |
| 7778867 |
System and method for automated execution, reporting, and sales analysis |
— |
2010-08-17 |
| 7774230 |
System, method, and computer program product for selecting and presenting financial products and services |
— |
2010-08-10 |
| 7711599 |
Apparatus for preparing client communications involving financial products and services |
— |
2010-05-04 |
| 6999938 |
Automated reply generation direct marketing system |
— |
2006-02-14 |
| 6076072 |
Method and apparatus for preparing client communications involving financial products and services |
— |
2000-06-13 |
| 5987434 |
Apparatus and method for transacting marketing and sales of financial products |
— |
1999-11-16 |