Client relationship management system for multiple independent parties
AssigneeClient 4 Life Group, LLC.
InventorsKorbin KING, Amber HAWKINS, Alex REED
Life of this patent
Estimating the term…
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AssigneeClient 4 Life Group, LLC.
InventorsKorbin KING, Amber HAWKINS, Alex REED
Estimating the term…
A novel system and process for managing multiple parties in a client relationship process is described. The system manages three independent parties including a client, an account manager, and an advisor. Records are retrieved from a file for a group of all clients that are part of the client relationship process. The records are displayed as user interface widgets that indicate status of client relationship for the group. Based on time periods expiring combined with no other contacts to a client having been made, a client relationship campaign of advisor, client being in a pre-defined tier, and client not being part of an active sales campaign, a script is retrieved for use during a follow-up communication. Account manager uses script to contact client. Answers received are stored into record in database associated with client in a hierarchical tree structure. Alerts, follow-up actions, and updating of user interface widgets are triggered.
A computer-based method of managing multiple parties in a client relationship process, the computer-based method comprising:
A system for multiple parties in a client relationship process, the system comprising:
A non-transitory computer program product tangibly embodying computer readable instructions which, when implemented, cause a computer to carry out the steps of a method for managing multiple parties in a client relationship process on a storage media, comprising:
Dependencies are inferred from the claim text.