Strategic Partner Recognition
First Claim
Patent Images
1. A method comprising:
- receiving a first customer list from a first partner;
receiving a second customer list from a second partner;
identifying mutual customers across the partners; and
delivering a mutual customer list, wherein the mutual customer list includes names of the identified mutual customers.
2 Assignments
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Accused Products
Abstract
Systems and methods that identify and manage partner relationships. The systems and methods presented herein provide that a third-party trustee collect and process confidential customer information from a plurality of interested parties. The third-party trustee acts as a neutral intermediary between the parties. The third-party trustee processes and analyzes the information received from the various parties to identify mutual and/or prospective customers between the interested parties. The processing results may then be used for further analysis to help one or more of the interested parties to improve their marketing efforts, risk management, and servicing of their customers.
37 Citations
19 Claims
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1. A method comprising:
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receiving a first customer list from a first partner; receiving a second customer list from a second partner; identifying mutual customers across the partners; and delivering a mutual customer list, wherein the mutual customer list includes names of the identified mutual customers. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A method comprising:
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maintaining a master customer list including names of customers of an entity; receiving data from a plurality of partners, wherein the data provided by each individual partner includes names and customer behavior information for customers of the individual partner; processing the data through a matching algorithm to identify mutual customers between the entity and at least one partner; and delivering to the entity a mutual customer list including the names and customer behavior information for the identified mutual customers. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. A computer-readable storage medium that stores instructions executable by at least one processing device, comprising:
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first instructions that, when executed, cause the processing device to analyze a master customer list having a list of customer names of an entity against data from at least one partner, wherein the data includes the names and customer behavior information for customers of the partner, and identify mutual customers between the entity and the partner; and second instructions that, when executed, cause the processing device to deliver a list of identified mutual customers. - View Dependent Claims (16, 17, 18, 19)
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Specification