System and method for providing financial products
作者： Robert Stradtman , Eric Lancaster
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摘要: Systems and methods are disclosed for providing financials products to customers. Preferably, a financial product is provided customer in association with one or more other products. The may correspond different categories be particularly adapted suited according customer's needs. In addition, combinations offered For example, investing generating income (such as savings account, money market account CD account) conducting transactions loan, mortgage credit card account). Additionally, used security another of the customer. also structured maximize total return and/or utility received by
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