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METHOD AND SYSTEM FOR EVALUATING CUSTOMERS OF A FINANCIAL INSTITUTION USING CUSTOMER RELATIONSHIP VALUE TAGS

  • US 20080208677A1
  • Filed: 04/29/2008
  • Published: 08/28/2008
  • Est. Priority Date: 08/19/1997
  • Status: Active Grant
First Claim
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1. A computer-implemented method comprising:

  • determining present and future values for a plurality of customers of a financial institution, the present values characterizing a current value of a customer to the financial institution, the future values characterizing a forecasted value of a customer to the financial institution;

    segmenting the plurality of customers into a set of groups based on the determined values;

    first modeling each of a first subset of the set of groups using acquisition decision processes of the financial institution;

    second modeling each of a second subset of the set of groups using value-based decision processes of the financial institution; and

    characterizing performance of the acquisition decision processes and the value-based decision processes based on the first and second modeling.

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