| 摘要 |
<p>A system and method for dynamic client relationship management and intelligent client engagement is disclosed. The system collects user information and allows internal Licensee user groups to better know and serve their clients and clients' families, as well as qualified prospects, by providing a customized invitation-only portal with VIP offers and events, corporate hospitality, and exclusive arrangements based on specific client profiles and user segmentation, within a configurable hosted platform securely accessible and optimized for web and mobile devices. The platform facilitates and manages dynamic CRM, moving beyond existing CRM formats where one user or data feed enters data about another individual into a system. The data captured is dynamically augmented based on users' expressed interests and actual behaviors and interactions across sectors and industries, thus facilitating two way data flow, capture, analysis, and predictive promotion of exclusive goods, services or other information, by different companies serving common customer bases.</p> |
