A financial information intermediary system which extracts the most
suitable product information from a wide variety of financial product
information supplied by many financial institutions in the market, so that
consumers (or clients) can easily reach the desired financial products. To
provide information intermediary services, a financial delivery computer
is placed between the clients and a plurality of financial institutions.
The financial delivery computer comprises a service selection/execution
unit, financial institution data files, and client data files. The
financial institution data files are used to store information on various
financial products collected from the financial institutions. The client
data files store each client's preference information. Upon receipt of a
product selection request from a client terminal, the service
selection/execution unit retrieves the preference information relevant to
the requesting client, and then searches the financial institution data
files for appropriate product information based on the retrieved
preference information. The system thus helps the client to make a right
choice by referring to the qualified product information extracted from
the industry-wide database.