Company Filing History:
Years Active: 2000
Title: Al Newman: Innovator in Financial Customer Management
Introduction
Al Newman is a notable inventor based in Huntington, NY (US). He has made significant contributions to the field of financial customer management through his innovative patent. His work focuses on enhancing the way financial institutions interact with their customers.
Latest Patents
Al Newman holds a patent for a "Method and system for analyzing and handling the customer files of a financial institution." This system and method are designed to identify and communicate the availability of additional products to customers. A processor analyzes customer data to identify characteristics indicative of financial products that align with the customer's needs. The customer's files are electronically tagged, and representatives of the financial institution are alerted to marketing opportunities. This allows them to effectively communicate product availability to customers, whether they are tellers, branch managers, telemarketers, or direct mail supervisors. The patent also includes reporting features for tagging.
Career Highlights
Al Newman is currently employed at Citibank, N.A., where he applies his innovative ideas to improve customer service and product offerings. His work has been instrumental in streamlining processes within the financial sector.
Collaborations
Al has collaborated with notable coworkers such as Renee Bauchner and Henry Weinberger, contributing to a dynamic work environment that fosters innovation and creativity.
Conclusion
Al Newman is a distinguished inventor whose work in financial customer management has the potential to transform how financial institutions engage with their clients. His innovative patent reflects a deep understanding of customer needs and the importance of effective communication in the financial sector.