05930764 is referenced by 482 patents and cites 3 patents.

A sales process support system and method for identifying sales targets using a centralized database to improve marketing success. The system includes a central database that receives comprehensive information from a variety of internal and external feeds, and standardizes and households the information in a three-level hierarchy (households, customers, and accounts) for use by a financial institution. The comprehensive information stored on the central database is accessed through micromarketing workstations to generate lists of sales leads for marketing campaigns. A database engine is provided for generating logical access paths for accessing data on the central database to increase speed and efficiency of the central database. The system distributes sales leads electronically to branch networks, where the sales leads are used to target customers for marketing campaigns. The central database is accessed by workstations of a central customer information system for profiling customers, enhancing customer relationships with the financial institution, and electronically tracking sales and service performance during marketing campaigns. The system can also include a system for opening an account in a single session that is in communication with the central database, micromarketing centers, central customer information systems and branch systems of the present invention so that data can pass between these systems where legal and appropriate.

Title
Sales and marketing support system using a customer information database
Application Number
544102
Publication Number
5930764
Application Date
August 23, 1996
Publication Date
July 27, 1999
Inventor
Martin Hirsch
Teaneck
NJ, US
Eric Seifert
East Northport
NY, US
Rafael Martinez
Fairfield
CT, US
Anthony R Melchione
Bridgewater
NJ, US
Agent
George T Kilpatrick Stockton Marcou
Assignee
Citibank N A
NY, US
IPC
G06F 17/60
View Original Source