Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Discount or incentive
Reexamination Certificate
2008-03-25
2008-03-25
Jeanty, Romain (Department: 3623)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Discount or incentive
C705S007380
Reexamination Certificate
active
07349865
ABSTRACT:
Methods and systems for monitoring the efficacy of a marketing campaign or project. In one embodiment, a customer database stores information about each customer of a firm or business. A number of marketing project parameters are then defined, and run against the information in the customer database to identify those customers that are likely to be interested in a marketed product. The identified customers are notified about the marketed product, preferably through a representative of the firm or business. Then, each sale of the marketed product to the identified customers is recorded. A marketing project efficacy indicator can then be determined by, for example, comparing the number of customers that were notified about the product with the number of customers that actually purchased or did not purchase the product, preferably within a given time period. Preferably, marketing efforts can then be refined based on a timely analysis of the marketing project efficacy.
REFERENCES:
patent: 5826243 (1998-10-01), Musmanno et al.
patent: 5930764 (1999-07-01), Melchione et al.
patent: 5940809 (1999-08-01), Musmanno et al.
patent: 5974396 (1999-10-01), Anderson et al.
patent: 5978779 (1999-11-01), Stein et al.
patent: 6076072 (2000-06-01), Libman
patent: 6122635 (2000-09-01), Burakoff et al.
patent: 6567786 (2003-05-01), Bibelnieks et al.
patent: 6760727 (2004-07-01), Schroeder et al.
patent: 6829348 (2004-12-01), Schroeder et al.
patent: 6925441 (2005-08-01), Jones et al.
patent: 2001/0013011 (2001-08-01), Day et al.
patent: 2002/0087404 (2002-07-01), Sikey et al.
patent: 2002/0194050 (2002-12-01), Nabe et al.
patent: 2003/0009369 (2003-01-01), Gorenstein
patent: 2003/0055707 (2003-03-01), Busche et al.
patent: 2003/0208402 (2003-11-01), Bibelnieks et al.
patent: 2004/0172272 (2004-09-01), Shillinglaw et al.
patent: 2005/0075946 (2005-04-01), Henning et al.
17 CFR Part 248: Gramm-Leach-Bliley Act: Privacy of Consumer Financial Information.
“Database Marketing Leaves Marketing to the Branches” by Katherine Morrall, Bank Marketing, v 26, n 11, p. 22-30, Nov. 1994.
Crosby et al “High performance marketing in the CRM era”, Oct. 2001, Marketing Management v10n3 pp. 10-11, Dialog file 15, Accession No. 02239033.
Nancy R. Mandell, “Online Compliance Help Arrives”,On Wall Street, Sep. 2001, p. 43.
http://www.portfolioaudit.com
avigatorcg/corpNewsDetail.asp?id=23, “Corporate News-North American Software to Integrate Navigator Consulting Group's Compliance Solution”, downloaded Sep. 25, 2001, 2 pages.
http://www.portfolioaudit.com
avigatorcg/corpNewsDetail.asp?id=15, “Corporate News-Navigator Consulting Group Announces portfolioAudit.com Web Site”, downloaded Sep. 25, 2001, 1 page.
http://www.portfolioaudit.com
avigatorcg/corpNewsDetail.asp?id=21, “Corporate News-Navigator Consulting Group, Inc. and DataCow of Toronto Announce Development of Portfolio R.A.M. (Research Auditing & Monitor) Software”, downloaded Sep. 25, 2001, 2 pages.
http://www.portfolioaudit.com
avigatorcg/corpNewsDetail.asp?id=47, “Corporate News-Portfolio R.A.M. Software Now Available On-Line”, downloaded Sep. 25, 2001, 1 page.
http://www.portfolioaudit.com
avigatorcg/corpNewsDetail.asp?id=46, “Corporate News-Navigator Consulting Group Releases brokerAudit Application”, downloaded Sep. 25, 2001, 1 page.
http://www.portfolioaudit.com
avigatorcg/corpNewsDetail.asp?id=48, “Corporate News-Securities North America/Complinet Reviews BrokerAudit”, downloaded Sep. 25, 2001, 2 pages.
http://www.portfolioaudit.com
avigatorcg/corpNewsDetail.asp?id=52, “Corporate News-MJK Clearing, Inc. and Protegent, Inc. Announce Alliance to offer BrokerAudit™ to MJK Correspondent Broker-Dealers”, downloaded Sep. 25, 2001, 2 pages.
http://www.brokeraudit.com/brokeraudit/pubilc/aboutbroker.asp, “BrokerAudit: About US-Highlights”, downloaded Sep. 25, 2001, 3 pages.
http://www.mantas.com/solutions/equ—trd—comp.html, “The Mantas Equities Trading Compliance”, downloaded Sep. 25, 2001, 2 pages.
http://www.siliconphilly.com
ewletters/ar3—6—5.htm, “Mantas; Inc., Announces Funding and Management Team”, downloaded Sep. 25, 2001, 7 pages.
http://www.mantas.com/solutions/solutions—advantage.html, “The Mantas Advantage” downloaded Sep. 25, 2001, 1 page.
http://www.mantas.com/solutions/best—execution.html, “Mantas Best Execution”, downloaded Sep. 25, 2001, 2 pages.
http://www.mantas.com/solutions/fraud—ml—sec—firms.html, “Fraud and Money Laundering Detection for Securities Firms”, downloaded Sep. 25, 2001, 2 pages.
http://www.mantas.com/solutions/solutions—faq.html, “Frequently Asked Questions”, downloaded Sep. 25, 2001, 5 pages.
http://www.mantas.com/solutions/solutions—knowledge—disc.html, “The Mantas Knowledge Discovery Platform”, downloaded Sep. 25, 2001, 2 pages.
http://www.investrack.com, “Freedom Track, Inc.”, downloaded Apr. 30, 2001, 2 pages.
http://www.investrack.com/FT3k—Home.htm, “Freedom Track 3000”, downloaded Apr. 30, 2001, 2 pages.
http://www.investrack.com/bd—ria—oversight.htm, “BD RIA Oversight”, downloaded Apr. 30, 2001, 2 pages.
http://www.investrack.com/bd—back—office.htm, “BD Back Office”, downloaded Apr. 30, 2001, 2 pages.
http://www.investrack.com/ft3k—3rd—generation.htm, “FT3k 3rdGeneration”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/ “SunGard Securities Systems-Home Page”, downloaded Apr. 30, 2001, 1 page.
http://www.sungardss.com/html/products.htm, “SunGard Securities Systems, Products”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/html/eindrad1html, “EinTrader.com-The First Eback-Office Connection”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/html/p—i—bo.htm, “InTrader-Back Office”, downloaded Apr. 30, 2001, 3 pages.
http://www.sungardss.com/htmlp—i—st.htm, “InTrader-Software and Technology”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/html/p—it—iv.htm, “InTrader-Investment Portfolio”, downloaded Apr. 30, 2001, 3 pages.
http://www.sungardss.com/html/p—scs.htm, “SunGard Correspondent Services”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/html/p—fitrac.htm, “FiTrac for InTrader and BOLT”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/html/p—ssn.htm, “SunGard Solutions Network (SSN)”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/html/p—exrpt.htm, “Investment Portfolio-Executive Reporting”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/html/p—i—fo.htm, “InTrader-Front Office”, downloaded Apr. 30, 2001, 3 pages.
http://www.sungardss.com/html/p—i—bd.htm, “InTrader-Broker-Dealer”, downloaded Apr. 30, 2001, 3 pages.
http://www.sungardss.com/html/p—i—aa.htm, “InTrader-Alerts and Alarms”, downloaded Apr. 30, 2001, 3 pages.
http://www.sungardss.com/html
—innet.htm, “SunGard Securities System” downloaded Apr. 30, 2001, 1 page.
http://www.sungardss.com/html/p—i—rsm.htm, “InTrader-Remote Systems Management”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/html/p—ipnet.htm, “SunGard Securities Systems-InTrader Investment Portfolio Services”, downloaded Apr. 30, 2001, 2 pages.
http://www.sungardss.com/p—bt—ovr.htm, “BOLT-Overview”, downloaded Apr. 30, 2001, 3 pages.
http://www.sungardss.com/html/p—bt—iv.htm, “BOLT-Investment Portfolio”, downl
Fergusson Scott
Rozman Tom
Crompton Seager & Tufte
Investigo Corporation
Jeanty Romain
Tufte Brian N.
LandOfFree
Methods and systems for monitoring the efficacy of a... does not yet have a rating. At this time, there are no reviews or comments for this patent.
If you have personal experience with Methods and systems for monitoring the efficacy of a..., we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Methods and systems for monitoring the efficacy of a... will most certainly appreciate the feedback.
Profile ID: LFUS-PAI-O-2806240