Patent Number: 7,788,120

Title: Method and system for interfacing clients with relationship management (RM) accounts and for permissioning marketing

Abstract: A system and method for interfacing a client with a client relationship management (RM) account database. The client RM account database includes an entry for the client, and the entry for the client includes a fields of data. The RM provides an environment for product and relationship management to jointly conduct client analysis, planning and delivery in a coordinated and measurable fashion. The RM includes user terminals for use by relationship managers and product managers. A network communicatively couples the user terminals, which is in turn coupled to a server.

Inventors: Mathias; Peter F. (Phoenix, AZ), L'Etraz; Paris De (London, GB)

Assignee: Mathias and Co., Inc.

International Classification: G06F 17/30 (20060101)

Expiration Date: 8/31/12018