| 摘要 |
A system and method for product and relationship management to jointly conduct client analysis, planning and delivery in a coordinated and measurable fashion on a single platform in the pursuit of aligning clients, products, and geographies. User terminal (110) are included for used by relationship managers (104) and product managers (106) dealing with the client (108) at different levels and locales, where each of the user terminals (110) 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 (112) communicatively couples the user terminals (110) which is in turn coupled to a server (114). The server (114) includes a data repository (302) for storing the wallet data, account objectives, and client data, and a data interchange (304) for translating and transferring data between the data repository (302) and the network (112). |
