A SALES AND MARKETING SUPPORT SYSTEM USING A GRAPHICAL QUERY PROSPECT DATABASE

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.

PlanningG06Q 30/02G06Q 30/0201G06Q 30/0204G06Q 40/00

AI classification

Planning1.00
Knowledge representation0.25
Machine learning0.01
AI hardware0.01
Speech0.00
Vision0.00
Evolutionary computation0.00
Natural language0.00

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.

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