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WO1997015023A3 - Systeme de support pour les techniques de vente et methode associee - Google Patents

Systeme de support pour les techniques de vente et methode associee Download PDF

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Publication number
WO1997015023A3
WO1997015023A3 PCT/US1996/016306 US9616306W WO9715023A3 WO 1997015023 A3 WO1997015023 A3 WO 1997015023A3 US 9616306 W US9616306 W US 9616306W WO 9715023 A3 WO9715023 A3 WO 9715023A3
Authority
WO
WIPO (PCT)
Prior art keywords
central database
sales
central
database
systems
Prior art date
Application number
PCT/US1996/016306
Other languages
English (en)
Other versions
WO1997015023A2 (fr
Inventor
Anthony R Melchione
Rafael Martinez
Eric Seifert
Martin Hirsch
Original Assignee
Citibank Na
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from US08/544,102 external-priority patent/US5966695A/en
Application filed by Citibank Na filed Critical Citibank Na
Priority to KR1019980702814A priority Critical patent/KR19990064318A/ko
Priority to AU75160/96A priority patent/AU7516096A/en
Priority to JP9515887A priority patent/JPH11513826A/ja
Priority to EP96937677A priority patent/EP0856178A4/fr
Publication of WO1997015023A2 publication Critical patent/WO1997015023A2/fr
Publication of WO1997015023A3 publication Critical patent/WO1997015023A3/fr

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising

Landscapes

  • Business, Economics & Management (AREA)
  • Strategic Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Finance (AREA)
  • Economics (AREA)
  • Game Theory and Decision Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Marketing (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

Système de support pour les techniques de vente, et méthode associée, permettant d'identifier des cibles de vente à l'aide d'une base de données centralisée dans le but d'améliorer les résultats de la mercatique. Le système comprend une base de données centrale qui reçoit des informations détaillées en provenance de diverses sources internes et externes, puis les standardise et les stocke dans une hiérarchie à trois niveaux (foyers, clients et comptes) destinée à une institution financière. Des stations de travail de micromercatique peuvent accéder aux informations détaillées stockées dans la base de données centrale afin d'établir des listes de clients éventuels destinées à des campagnes de mercatique. Un gestionnaire de base de données génère des accès logiques permettant d'accéder aux données contenues dans la base de données centrale afin d'accroître la vitesse et l'efficacité de celle-ci. Le système distribue électroniquement à des réseaux de succursales des listes de clients éventuels, qui sont utilisées pour cibler des clients en vue des campagnes de mercatique. Les stations de travail d'un système central d'information de la clientèle peuvent accéder à la base de données centrale afin d'établir des profils de clients, améliorer les relations de la clientèle avec l'institution financière, et suivre électroniquement les ventes et les performances d'un produit durant les campagnes. Le système peut également comporter un dispositif qui permet d'ouvrir un compte en une seule session et qui est en communication avec la base de données centrale, ainsi qu'avec des centres de micromercatique, des systèmes centraux d'information de la clientèle et des systèmes de succursale conformes à la présente invention, de façon à permettre les échanges de données entre ces différents systèmes, dans la mesure où ces échanges sont légaux et appropriés.
PCT/US1996/016306 1995-10-17 1996-10-17 Systeme de support pour les techniques de vente et methode associee WO1997015023A2 (fr)

Priority Applications (4)

Application Number Priority Date Filing Date Title
KR1019980702814A KR19990064318A (ko) 1995-10-17 1996-10-17 세일즈 프로세스 지원 시스템 및 방법
AU75160/96A AU7516096A (en) 1995-10-17 1996-10-17 Sales process support system and method
JP9515887A JPH11513826A (ja) 1995-10-17 1996-10-17 販売処理支援システムおよび方法
EP96937677A EP0856178A4 (fr) 1995-10-17 1996-10-17 Systeme de support pour les techniques de vente et methode associee

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US08/544,102 US5966695A (en) 1995-10-17 1995-10-17 Sales and marketing support system using a graphical query prospect database
US08/544,102 1995-10-17
US08/702,039 1996-08-23
US08/702,039 US5930764A (en) 1995-10-17 1996-08-23 Sales and marketing support system using a customer information database

Publications (2)

Publication Number Publication Date
WO1997015023A2 WO1997015023A2 (fr) 1997-04-24
WO1997015023A3 true WO1997015023A3 (fr) 1997-05-15

Family

ID=27067502

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US1996/016306 WO1997015023A2 (fr) 1995-10-17 1996-10-17 Systeme de support pour les techniques de vente et methode associee

Country Status (5)

Country Link
EP (1) EP0856178A4 (fr)
JP (1) JPH11513826A (fr)
AU (1) AU7516096A (fr)
CA (1) CA2234026A1 (fr)
WO (1) WO1997015023A2 (fr)

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US5987434A (en) 1996-06-10 1999-11-16 Libman; Richard Marc Apparatus and method for transacting marketing and sales of financial products
US6999938B1 (en) 1996-06-10 2006-02-14 Libman Richard M Automated reply generation direct marketing system
US7774230B2 (en) 1996-06-10 2010-08-10 Phoenix Licensing, Llc System, method, and computer program product for selecting and presenting financial products and services
US5819263A (en) * 1996-07-19 1998-10-06 American Express Financial Corporation Financial planning system incorporating relationship and group management
AU6951498A (en) * 1997-04-29 1998-11-24 Mci Worldcom, Inc. System and method for automated lead generation and client contact management for a sales and marketing platform
EP0978077A1 (fr) * 1997-04-29 2000-02-09 MCI Worldcom, Inc. Systeme de marketing strategique
JP2001510917A (ja) * 1997-07-16 2001-08-07 ポール マイケル オコーナー 人口統計データを編集する方法及びシステム
US6523041B1 (en) * 1997-07-29 2003-02-18 Acxiom Corporation Data linking system and method using tokens
EP0917119A3 (fr) * 1997-11-12 2001-01-10 Citicorp Development Center, Inc. Portemonnaie électronique réparti basé sur un reseau
US6236978B1 (en) 1997-11-14 2001-05-22 New York University System and method for dynamic profiling of users in one-to-one applications
JPH11232330A (ja) * 1998-02-18 1999-08-27 Hitachi Ltd マーケティングシステム
US6154729A (en) * 1998-06-19 2000-11-28 First Data Corporation Method of reporting merchant information to banks
JP2002523842A (ja) 1998-08-27 2002-07-30 アップショット・コーポレーション ネットワークベースのセールス・フォース管理のための方法および装置
GB2343763B (en) * 1998-09-04 2003-05-21 Shell Services Internat Ltd Data processing system
US6185555B1 (en) * 1998-10-31 2001-02-06 M/A/R/C Inc. Method and apparatus for data management using an event transition network
GB9901005D0 (en) 1999-01-19 1999-03-10 Ncr Int Inc Data warehouse applications for networks of self-service machines
MXPA01011486A (es) * 1999-05-12 2006-03-06 Innovative Systems Inc Metodo de generacion de redes sociales.
EP1071030A1 (fr) * 1999-07-21 2001-01-24 Richard Libman Méthode et système de communication
WO2001015030A1 (fr) 1999-08-20 2001-03-01 Compudigm International Limited Systeme et procede de gestion de liens entre clients
US7010495B1 (en) * 1999-12-29 2006-03-07 General Electric Capital Corporation Methods and systems for analyzing historical trends in marketing campaigns
US6847934B1 (en) * 2000-04-11 2005-01-25 Center For Adaptive Systems Applications Marketing selection optimization process
JP2001338118A (ja) * 2000-05-26 2001-12-07 Insweb Kk 業務分析システム、業務分析方法及び記録媒体
US7155402B1 (en) * 2000-11-08 2006-12-26 Bluefire Systems, Inc. Method and apparatus for distribution of fashion and seasonal goods
US6871183B2 (en) * 2001-01-24 2005-03-22 Accenture System and method of preparing and processing data for trade promotion
JP4388713B2 (ja) * 2001-03-29 2009-12-24 富士通株式会社 日配品発注最適化支援システム、その方法、及びプログラム
US7827099B1 (en) 2003-11-25 2010-11-02 Autoalert, Inc. System and method for assessing and managing financial transactions
US12062075B1 (en) 2013-02-08 2024-08-13 Autoalert, Llc Communication generation for target leads
US10885562B2 (en) 2016-10-18 2021-01-05 Autoalert, Llc Visual discovery tool for automotive manufacturers with network encryption, data conditioning, and prediction engine
WO2021222457A1 (fr) 2020-04-28 2021-11-04 Rex Peter L Produit électronique à message unique et satisfaction de service
WO2021222388A1 (fr) * 2020-04-28 2021-11-04 Rex Peter L Reconnaissance d'image appliquée à des entretiens et des réparations de propriétés
WO2021258072A1 (fr) 2020-06-19 2021-12-23 Rex Peter L Chaîne de confiance de service
US20210398268A1 (en) * 2020-06-19 2021-12-23 Peter L. Rex Remote visually enabled contracting
EP4168910A4 (fr) * 2020-06-19 2024-06-26 Rex, Peter, L. Signal de connexion à confiance dynamique
EP4168950A4 (fr) 2020-06-19 2024-07-24 Rex, Peter, L. Enregistrement et délimitation bleus par l'intermédiaire d'une technologie de caméra 360°

Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5179660A (en) * 1989-05-15 1993-01-12 International Business Machines Incorporated System for reducing communications overhead in distributed database transactions by serializing in order related requests into single transmission message and receiving transmission response
US5421008A (en) * 1991-11-08 1995-05-30 International Business Machines Corporation System for interactive graphical construction of a data base query and storing of the query object links as an object

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US5111391A (en) * 1989-10-05 1992-05-05 Mrs. Fields, Inc. System and method for making staff schedules as a function of available resources as well as employee skill level, availability and priority

Patent Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5179660A (en) * 1989-05-15 1993-01-12 International Business Machines Incorporated System for reducing communications overhead in distributed database transactions by serializing in order related requests into single transmission message and receiving transmission response
US5421008A (en) * 1991-11-08 1995-05-30 International Business Machines Corporation System for interactive graphical construction of a data base query and storing of the query object links as an object

Non-Patent Citations (3)

* Cited by examiner, † Cited by third party
Title
MORRALL K.: "Database Marketing leaves marketing to the branches", BANK MARKETING, November 1994 (1994-11-01), pages 23 - 30, XP002212332 *
RUSNAK R.L.: "Consumer Credit-Scoring: are There Lessons for Commercial Lenders?", J OF COMMERCIAL LENDING, vol. 76, July 1994 (1994-07-01), pages 37 - 42, XP002962613 *
See also references of EP0856178A4 *

Also Published As

Publication number Publication date
CA2234026A1 (fr) 1997-04-24
AU7516096A (en) 1997-05-07
EP0856178A4 (fr) 1999-01-13
MX9802992A (es) 1998-09-30
WO1997015023A2 (fr) 1997-04-24
EP0856178A2 (fr) 1998-08-05
JPH11513826A (ja) 1999-11-24

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