Inventors:
Cheryl King Kaczmarek - Appleton WI, US
Carla L. Altepeter - Oshkosh WI, US
Todd J. Ziglinski - Oshkosh WI, US
Steve Tyink - Appleton WI, US
Ken W. Buksnes - Neenah WI, US
Dale P. O'Keefe - Appleton WI, US
International Classification:
G06Q 40/00
G06Q 90/00
Abstract:
A method for providing financial services to a consumer seeking a loan that is designed to ease the difficult and stressful process and make it more comfortable and understandable for the consumer. The method comprises providing an office environment that is representative of a home, which may include a kitchen area, living room area, and dining room area—intended to make the consumer feel “at home” during the financial process. The method further includes a specific regimen to be followed by the financial advisor focused on generating a feeling of loyalty and friendliness to provide comfort for the consumer. Finally, the method provides a research center which provides additional resources for the consumer to help them more thoroughly understand the process.