1
Anthony R Melchione, Rafael Martinez, Eric Seifert, Martin Hirsch: Sales and marketing support system using a customer information database. Citibank N A, George T Kilpatrick Stockton Marcou, July 27, 1999: US05930764 (477 worldwide citation)

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 informa ...


2
Anthony R Melchione, Rafael Martinez, Eric Seifert, Martin Hirsch: Sales and marketing support system using a graphical query prospect database. Citibank N A, George T Kilpatrick Stockton Marcou, October 12, 1999: US05966695 (450 worldwide citation)

An electronic sales and service 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 househ ...


3
James Zeanah, Charles Abbott, Nik Boyd, Albert Cohen, James Cook, Michael Grandcolas, Sikhun Lan, Bonnie Lindsley, Grigor Markarian, Leslie Moss: System and method for delivering financial services. Citicorp Development Center, George T Kilpatrick Stockton Marcou, August 3, 1999: US05933816 (409 worldwide citation)

A delivery system and method allow a financial institution to provide financial services to a plurality of remote devices, such as personal computers, personal data assistants, and screen phones. In addition to providing services to these remote devices, the system and method provide services to aut ...


4
Daniel Schutzer, William Hull Forster Jr, Huanrui Hu, Wenke Lee, Salvatore J Stolfo, Wei Fan: Method and system for using intelligent agents for financial transactions, services, accounting, and advice. Citibank N A, George T Kilpatrick Stockton Marcou, July 6, 1999: US05920848 (403 worldwide citation)

The present invention relates to the use of computerized intelligent agents to facilitate the integration of networked performance of financial transactions with computerized methods of financial accounting. Incorporated into this combined financial transaction/financial accounting system are intell ...


5
Barry Alan Clark, John D Onofrio: System for communicating with an electronic delivery system that integrates global financial services. Citibank N A, George T Kilpatrick Stockton Marcou, March 30, 1999: US05890140 (324 worldwide citation)

A system for communicating with a global electronic delivery system that integrates a plurality of financial services provided at different geographical locations and in different time zones, and delivery such services directly to a customer facility at any time requested by the customer. The custom ...


6
Barry Alan Clark, John D Onofrio: Electronic delivery system and method for integrating global financial services. Citibank N A, George T Kilpatrick Stockton Marcou, May 2, 2000: US06058378 (320 worldwide citation)

A method for integrating a plurality of financial services provided at different geographical locations and in different time zones, and electronic delivering such services directly to a customer facility at any time requested by the customer. Customers connect to the system whenever desired to acce ...


7
Sidney Gottesman, Darlene Shuman, Patricia Eletto, Ben Gurdus, Bob Santariello, Jay Murthy, Michael Spivak: Relationship management system and process for pricing financial instruments based on a customers relationship with a financial institution. Citibank N A, George T Kilpatrick Stockton Marcou, April 11, 2000: US06049782 (298 worldwide citation)

A system and process for use by a financial institution to facilitate relationship pricing in connection with a single account that includes a plurality of account components, including a checking component, a savings component and a investment component. The system includes software engines operate ...


8
Lawrence Weiss, Marylou Dowd: Integrated full service consumer banking system and system and method for opening an account. Citibank N A, George T Kilpatrick Stockton Marcou, October 17, 2000: US06131810 (287 worldwide citation)

An integrated financial system that includes a single customer account that permits a customer to perform various financial transactions. The account includes at least banking components and brokerage components. A consistent user interface means is provided to allow a customer to access the account ...


9
Bruce Alan Fletcher, Sandeep Bhat, Ira Didner, Yehudah Freundlich, Richard Kolodziejski, Joseph Schoder, Yagil Ronen: Method and system for commercial credit analysis. Citibank N A, George T Kilpatrick Stockton Marcou, August 29, 2000: US06112190 (274 worldwide citation)

This invention describes a method and system for assimilating data, applying reasoning mechanisms, and emulating the thought processes of a credit officer for commercial credit analysis. The system aids a credit officer in the risk assessment and completion of a loan package. The system thereby impr ...


10
John Downing, William M Hernandez, William D Hooper, Netty Meiroff, Jaithirth Rao, Rodman Reef, Howard A Schechtman, Edward Horowitz: Method and system for transferring funds from an account to an individual. Citicorp Development Center, George T Kilpatrick Stockton Marcou, October 5, 1999: US05963647 (262 worldwide citation)

Disclosed is a system and method for transferring funds. The invention supports funds transfers from a source account to a cash access file which can be accessed virtually twenty-four hours a day by both customers and non-customers. Access is achieved by the recipient entering a codeword selected by ...



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