Patent №
US 8,744,899
Granted
2014-06-03
Filed 2012
Owner
FISERV, INC.
Lab
—
AI components
1
planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
13407111
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.
AI classification
Ownership
FISERV, INC.
assignment · 277850358
Assignors
ROSE, DAVID T., HOPPER, DONALD HENRY, JR, ZHANG, KEJUN
On an employer assignment, the assignors are typically the inventors.