Invention Grant
- Patent Title: Opportunity list engine
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Application No.: US13400429Application Date: 2012-02-20
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Publication No.: US10552851B2Publication Date: 2020-02-04
- Inventor: Weining Mao , Ozlem Kinav
- Applicant: Weining Mao , Ozlem Kinav
- Applicant Address: US MN Minneapolis
- Assignee: AMERIPRISE FINANCIAL, INC.
- Current Assignee: AMERIPRISE FINANCIAL, INC.
- Current Assignee Address: US MN Minneapolis
- Agency: McDonnell Boehnen Hulbert & Berghoff LLP
- Main IPC: G06Q30/02
- IPC: G06Q30/02 ; G06Q30/06
Abstract:
A method includes receiving a selection of a particular client (or advisor) and determining likelihoods of the selected client (or clients associated with the selected advisor) purchasing products based on the one or more factors correlating previous purchasers of the products. The method includes generating a prioritized list of sales opportunities associated with the selected client (or selected advisor) based on the likelihoods.
Public/Granted literature
- US20130218805A1 OPPORTUNITY LIST ENGINE Public/Granted day:2013-08-22
Information query
