Thomas Alfred Thurmond - Helotes TX, US Baldemar Benavidez, II - San Antonio TX, US Robert Anthony Pacheco - San Antonio TX, US
Assignee:
United Services Automobile Association - San Antonio TX
International Classification:
G06Q 40/00
US Classification:
705 36R, 705 37
Abstract:
Disclosed are systems and methods for financial planning. The systems and methods communicate with a customer and provide a financial planning service for use with at least one financial planning product by collecting data from a customer using a structured data collection form which is dynamically modified based on the financial product selected, the data provided by the customer, and data relating to the customer that is retrieved from a database.
Thomas Alfred Thurmond - Helotes TX, US Baldemar Benavidez, II - San Antonio TX, US Robert Anthony Pacheco - San Antonio TX, US
Assignee:
United Services Automobile Association - San Antonio TX
International Classification:
G06Q 40/00
US Classification:
705 36R, 705 37
Abstract:
Disclosed are systems and methods for financial planning. The systems and methods communicate with a customer and provide a financial planning service for use with at least one financial planning product by collecting data from a customer using a structured data collection form which is dynamically modified based on the financial product selected, the data provided by the customer, and data relating to the customer that is retrieved from a database.
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Thomas Thurmond
Education:
Tennessee Technological University - Criminal Justice