发明名称 ONLINE ORIGINATION MACHINE
摘要 A system that facilitates an identification of potential investment banking opportunities and matches those identified potential banking investment opportunities to investment banking products is disclosed. More opportunities are acted on and more deals are closed than without the subject innovation. Additionally, a user interface facilitates product match and product configuration. After a product is configured and matched to an opportunity, a presentation is generated to 'pitch' to a customer.
申请公布号 US2009037307(A1) 申请公布日期 2009.02.05
申请号 US20070832600 申请日期 2007.08.01
申请人 WACHOVIA CORPORATION 发明人 ORTEGA ROBERT J.
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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