Invention Grant
US07991649B2 Method for automatically preparing a plurality of client communications offering one or more financial products or services
有权
一种用于自动准备提供一个或多个金融产品或服务的多个客户端通信的方法
- Patent Title: Method for automatically preparing a plurality of client communications offering one or more financial products or services
- Patent Title (中): 一种用于自动准备提供一个或多个金融产品或服务的多个客户端通信的方法
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Application No.: US11737735Application Date: 2007-04-19
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Publication No.: US07991649B2Publication Date: 2011-08-02
- Inventor: Richard Marc Libman
- Applicant: Richard Marc Libman
- Applicant Address: US AZ Scottsdale
- Assignee: Phoenix Licensing, LLC
- Current Assignee: Phoenix Licensing, LLC
- Current Assignee Address: US AZ Scottsdale
- Agency: Berry & Associates P.C.
- Main IPC: G06Q30/00
- IPC: G06Q30/00 ; G06F17/30

Abstract:
A system for automatically preparing customized replies in response to communications from a plurality of clients. To facilitate automation and tracking, each original communication to the client (or each original response from the client) is tagged with a unique label, and replies to client responses are each correspondingly labeled. The system provides individualized replies to each of a variety of response options that a client might exercise in response to a received communication, whether an original communication or a reply to a previous response. The system is applicable to mass marketing communications, and is particularly well suited to the generation of personalized replies to each and every one of a multitude (tens of thousands and up to millions) of communications from clients. The system is also capable of continuing to generate replies to follow-up responses from clients and to thereby maintain an ongoing “conversation” until the client makes a purchase decision, or no longer responds. Communications may be delivered through a variety of means, such as the internet, the mails, by facsimile, on a host communication, etc.
Public/Granted literature
- US20070288301A1 SYSTEM AND METHOD FOR AUTOMATED GENERATION OF COMMUNICATIONS INVOLVING PRODUCTS OR SERVICES Public/Granted day:2007-12-13
Information query