Inventors:
- New York NY, US
Ashleigh Ann THOMPSON - New York NY, US
Weimin SUN - Livingston NJ, US
Liqiang SU - Flanders NJ, US
Gautam MANVAR - Millstone Township NJ, US
Charlotte KEH - Jersey City NJ, US
Robert J. RAPPA - Manalapan NJ, US
Richard HWANG - Greenlawn NY, US
Mark T. DIBATTISTA - Jackson Heights NY, US
Alfredo TENAGLIA - Nesconset NY, US
Niall MCINTYRE - Rolle, CH
David H. ROY - London, GB
Stephanie Falbo KENNEDY - New York NY, US
Amir TAL - Plainview NY, US
International Classification:
G06Q 40/06
Abstract:
The invention relates to an engine that generates client profile-based sales decisions. An embodiment of the present invention is directed to providing new insights to strengthen opportunities to provide additional services to clients. The system is directed to developing client profile-based recommendations for trade ideas. For example, the innovative engine may recommend opportunities, such as new trade ideas, to a particular client based upon the client's transaction history, as well as other data and factors. The system may generate an account profile based upon client data and use this profile to score a potential new trade idea.