Systems and methods for context-based event triggered product and/or service offerings

A computer system detects when a person experiences a significant life event, such as a birth or an accident. It then uses this context to suggest relevant products or services. The system also assesses the person's ability to meet the anticipated needs related to that event. The claims specifically narrow this invention to financial products and services, focusing on financial needs and client financial data.

Why it matters: The patent was filed before the widespread adoption of advanced AI and large language models. These technologies now make it significantly easier to automatically detect nuanced personal events, infer complex financial needs, and generate highly personalized financial product or service offerings, which were much harder to achieve programmatically in 2016.

Status: Not in forceListed as no longer active. The specific reason is not in the record we hold.
How hard to build: SpecializedSoftware system, data processing, network infrastructure.

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