Intuit, Inc.

Bryan Kyle Tublin

Phillip J Ohme

Jeffrey M Wolfe

Jonathan P Ku

Robert Milo Keathley

Fielding B Wilson

Stephen Blair Silverberg

Eddie James Lucero

Hendro Riyadi

In one embodiment, the invention involves a method for readying client financial data. The method comprises receiving a proximity distance; identifying a location of a mobile device of a financial professional (FP); identifying a location of a first client of the FP within the proximity distance from the location of the mobile device; downloading, by the mobile device and in response to identifying the first client, a first financial data item corresponding to the first client; and displaying, to the FP by the mobile device, the first financial data item.

Readying customer data based on geo-location

During a marketing technique, lists of desired items and associated prices are received from multiple consumers. For example, consumers may provide lists of desired items and the (discounted) prices at which these items are of interest. By assigning the consumers to different price ranges based on the associated prices and an occurrence of at least one of the items in the lists, an aggregated interest in the item, including numbers of consumers that desire the item in the different price ranges, is determined. Information associated with the aggregated interest in the item is then provided to at least one entity that provides the item, thereby facilitating sales of the item to a subset of the consumers associated with one or more of the price ranges.

Discount offers based on a social graph

Growing community of inventors

San Francisco, CA, United States of America

Bryan Kyle Tublin