2 patents
Utility
Opportunity List Engine
6 May 20
A method includes receiving, via a network interface of a computing device, one or both of historical sales data and a selection of a client, determining likelihoods of the client purchasing each of a plurality of products, and generating, at the computing device, scheduling data based on a sales production metric indicated by a portion of the historical sales data associated with a particular advisor and based on a sales opportunity indicated by at least one of the likelihoods that is associated with a particular product.
Weining Mao, Ozlem Kinav
Filed: 5 Jan 20
Utility
Opportunity list engine
3 Feb 20
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.
Weining Mao, Ozlem Kinav
Filed: 19 Feb 12
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