Invention Grant
US08423449B2 Consolidated sales, marketing, and customer support system for financial products
失效
综合销售，市场营销和金融产品客户支持系统
- Patent Title: Consolidated sales, marketing, and customer support system for financial products
- Patent Title (中): 综合销售，市场营销和金融产品客户支持系统
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Application No.: US12920189Application Date: 2009-06-19
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Publication No.: US08423449B2Publication Date: 2013-04-16
- Inventor: A. Haag Sherman , David J. Clifford
- Applicant: A. Haag Sherman , David J. Clifford
- Applicant Address: US TX Houston
- Assignee: Salient Partners, L.P.
- Current Assignee: Salient Partners, L.P.
- Current Assignee Address: US TX Houston
- Agency: Chamberlain Hrdlicka
- International Application: PCT/US2009/047982 WO 20090619
- International Announcement: WO2009/155532 WO 20091223
- Main IPC: G06Q40/00
- IPC: G06Q40/00
Abstract:
A method includes accepting financial product information through a provider computer; accepting advisor information and client information; allowing access to a portion of the financial product information, based on the client information, through a client computer; allowing access to another portion of the financial product information not accessible through the client computer, based on the advisor information, through an advisor computer; and tracking and reporting the advisor information and the client information through metrics.
Public/Granted literature
- US20110078066A1 CONSOLIDATED SALES, MARKETING, AND CUSTOMER SUPPORT SYSTEM FOR FINANCIAL PRODUCTS Public/Granted day:2011-03-31
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