Method and system for evaluating customers of a financial institution using customer relationship value tags


Ontology type: sgo:Patent     


Patent Info

DATE

2013-12-03T00:00

AUTHORS

MAYR MONA , WALKER DARCY , LIN YINGHUA , WU GUOWEI , COGGESHALL STEPHEN V

ABSTRACT

A computerized method and system for evaluating customers of a financial institution using customer relationship value tags associated customer treatment actions includes automatically analyzing information about a customer from a database of the financial institution by a customer assessment engine using a predefined statistical model to assess the value of the customer to the financial institution. At least one customer treatment action associated with the assessed value is identified by the assessment engine, and the assessment engine marks a file associated with the customer with a mark representing the assessed value and the associated customer treatment action. The marked file is then accessed by other financial systems of the financial institution, or by customer representatives of the financial institution, and the associated customer treatment action is implemented by such systems or representatives in dealing with the customer. More... »

Related SciGraph Publications

  • 1997-03. Customer value: The next source for competitive advantage in JOURNAL OF THE ACADEMY OF MARKETING SCIENCE
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