System and method for aggregating bank and corporate calendars
OwnerWilliam Tudor Fennebresque, Robert Edgar Long, IIIinventors
Life of this patent
Estimating the term…
Abstract
A system and methods are provided for investors to review, reconcile and rate requested events and any research provided over a time period by brokerage houses. A dashboard may be provided that permits tracking of current activity for assistance in determining that commission allocations are in line with the amount of research being provided. At the end of a time period, a broker vote may be facilitated for collecting investor votes and producing reports and scorecards which may be shared with brokers, or may create a research valuation scheme to quantitatively determine which brokers are providing more value.
Claims30
A system for providing targeted communications between a first financial party and at least one second financial party, the system comprising:
- a component executing on a computer platform to track at least one offering from a plurality of sell-side financial parties;
- a component executing on the computer platform to calculate a quantity of the at least one offerings that was requested by a requesting buy-side investor and granted by at least one of the plurality of sell-side financial parties or a hosting party;
- and
- a component executing on the computer platform to record and report how many of the calculated quantity were attended by the buy-side investor.
A computer-implemented method for providing targeted communications between a first financial party and at least one second financial party, the method comprising the steps of:
- creating an interest list for at least one investor associated with the first financial party;
- sending at least one request for information over a network to a plurality of second financial parties maintained in the interest list;
- calendaring at least one event based on received information from the plurality of second financial parties;
- recording whether or not the at least one event was attended;
- allocating points to at least one of the plurality of second financial parties based on a result of the at least one event;
- and
- calculating and displaying a commission allocation based on at least in part the allocated points,
- wherein the steps of creating, sending, calendaring, recording, allocating, and calculating are performed by a computer.
A computer-implemented method for providing targeted communications between a first financial party and at least one second financial party, the method comprising the steps of:
- assigning points by a first financial party or by individual investors associated with the first financial party to a plurality of sell-side financial parties;
- accumulating points for each of the plurality of sell-side financial parties;
- and
- calculating and reporting a commission allocation for each of the plurality of sell-side financial parties based on at least in part the accumulated points,
- wherein each of the steps are performed by a computer.
A computer-implemented method for providing targeted communications between a first financial party and at least one second financial party, the method comprising the steps of:
- searching for at least one scheduled event by at least one of:
- meeting type, geography, and a predetermined interest list;
- sending at least one request for information over a network to at least one of a plurality of second financial parties;
- and
- calendaring at least one scheduled event based on received information from the at least one of the plurality of second financial parties;
- wherein the steps of searching, sending and calendaring are performed by a computer.
A computer program product embodied on a physical computer storage medium, the computer program product comprising computer software code that when read from the storage medium and executed, performs the following steps:
- searching for at least one scheduled event received as input from a first financial party, the input including at least one of:
- meeting type, geography of the scheduled event and a predetermined interest list;
- sending at least one request for information for the at least one scheduled event over a network to at least one of a plurality of second financial parties;
- and
- calendaring at least one scheduled event based on received information from the at least one of the plurality of second financial parties.
A computer-implemented method for providing targeted communications between a first buy-side entity and at least one second party, the computer-implemented method performed by a computer system having a server and a database, the method comprising the steps of:
- searching for internal sponsored events stored in the database based on parameters, wherein the internal sponsored events include at least one of:
- a conference and a meeting;
- cross-referencing the internal sponsored events with an interest list;
- and
- displaying the results of the searching and cross-referencing.
Dependencies are inferred from the claim text.