Patent №
US 5,966,695
Granted
1999-10-12
Filed 1995
Owner
CITIBANK, N.A.
Lab
—
AI components
1
planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
08544102
An electronic sales and service support system and method for identifying sales targets using a centralized database to improve marketing success. The system includes a central database that receives comprehensive information from a variety of internal and external feeds, and standardizes and households the information in a three-level hierarchy (households, customers, and accounts) for use by a financial institution. The comprehensive information stored on the central database is accessed through micromarketing workstations to generate lists of sales leads for marketing campaigns. A database engine is provided for generating logical access paths for accessing data on the central database to increase speed and efficiency of the central database. The system distributes sales leads electronically to branch networks, where the sales leads are used to target customers for marketing campaigns. The central database is accessed by workstations of a central customer information system for profiling customers, enhancing customer relationships with the financial institution, and electronically tracking sales performance during marketing campaigns.
AI classification
Ownership
CITIBANK, N.A.
assignment · 77470587
Assignors
MELCHIONE, ANTHONY R., MARTINEZ, RAFAEL, SEIFERT, ERIC, HIRSCH, MARTIN
On an employer assignment, the assignors are typically the inventors.