METHOD AND SYSTEM FOR INTERFACING CLIENTS WITH RELATIONSHIP MANAGEMENT (RM) ACCOUNTS AND FOR PERMISSIONING MARKETING

摘要

Briefly stated, the previously described client relationship management (CRM) invention provides an environment for product and relationship management to jointly conduct client analysis, planning and delivery in a coordinated and measurable fashion. The CRM invention includes user terminals for use by relationship managers and product managers, where each of the user terminals includes means for entering and displaying wallet data, means for entering, displaying, and signing-up to account objectives, and means for entering and displaying client activity data. A network communicatively couples the user terminals, which is in turn coupled to a server. The server includes a data repository for storing the wallet data, account objectives, and client activity data, and a data interchange for translating and transferring data between the data repository and the network.