发明名称 |
METHOD AND SYSTEM FOR FINANCIAL PLANNING LEAD MANAGEMENT |
摘要 |
<p num="1"><br/><br/><br/><br/> A method and system for financial planning lead management is provided. <br/>Customer inputs provided by a customer via a customer interface are received. <br/>The <br/>customer is presented with a financial plan based on the customer inputs. The <br/>customer <br/>inputs are communicated to a lead management tool executing on a server for <br/>assignment of <br/>the customer to a financial advisor.<br/>
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申请公布号 |
CA2680966(A1) |
申请公布日期 |
2010.12.04 |
申请号 |
CA20092680966 |
申请日期 |
2009.09.28 |
申请人 |
EMERGING INFORMATION SYSTEMS INC. |
发明人 |
OVERMAN, WILLIAM THEODORE;HARDEMAN, JAMES LEE |
分类号 |
G06Q40/00 |
主分类号 |
G06Q40/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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