The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Feb. 04, 2020
Filed:
Feb. 20, 2012
Weining Mao, Phoenix, AZ (US);
Ozlem Kinav, Scottsdale, AZ (US);
Weining Mao, Phoenix, AZ (US);
Ozlem Kinav, Scottsdale, AZ (US);
AMERIPRISE FINANCIAL, INC., Minneapolis, MN (US);
Abstract
A method includes receiving a selection of a particular client (or advisor) and determining likelihoods of the selected client (or clients associated with the selected advisor) purchasing products based on the one or more factors correlating previous purchasers of the products. The method includes generating a prioritized list of sales opportunities associated with the selected client (or selected advisor) based on the likelihoods.
Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile