Methods and systems for assisting financial services firms and their representatives
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United States of America Patent
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Mar 30, 2010
Grant Date -
Jan 30, 2003
app pub date -
Jul 27, 2001
filing date -
Jul 27, 2001
priority date (Note) -
In Force
status (Latency Note)
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Abstract
Methods and systems are provided for assisting financial services firms and their representatives in efficiently managing their businesses, and in developing and maintaining strong customer service and loyalty. An integrated, preferably web based browser operated system is provided that uses one or more central databases to store customer, account, accounting, compliance, and other relevant information. Interfaces and tools are also provided for accessing the one or more central databases in a manner that is consistent with and supports how a representative actually works.
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