Customer Relationship Capacity Planning
First Claim
1. A computerized method for customer relationship capacity planning by a financial services entity, the method comprising:
- receiving, by a computing device, (i) financial plan attribute data associated with a financial plan of each of a plurality of potential customers and a plurality of newly-acquired customers, wherein the financial plan attribute data relates to scope of assets and feature set of the financial plan, and (ii) personality characteristic data associated with the customer, wherein the personality characteristic data relates to a level of interaction requested by the customer and a structure of the customer'"'"'s employees;
aggregating, by the computing device, the financial plan attribute data for the plurality of potential customers and the plurality of newly-acquired customers into a binned memory structure comprising a plurality of bin storage locations, wherein the plurality of potential customers and the plurality of newly-acquired customers are grouped by at least a financial plan asset value before being allocated to a bin storage location and wherein each bin storage location contains data for customers with similar financial plan asset values;
assigning, by the computing device, an average number of hours spent in a previous time period to service existing customers having similar financial plan attribute data to the financial plan attribute data for the customers in the binned memory structure;
determining, by the computing device, a relationship complexity score associated with each of the potential customers and the plurality of newly-acquired customers based upon the financial plan attribute data, the personality characteristic data for each customer, and the average number of hours assigned to the customer'"'"'s bin storage location;
determining, by the computing device, a current workload value for a customer service manager of the financial services entity based upon the relationship complexity scores for each of a plurality of existing customers already allocated to the customer service manager, the current workload value representing a level of effort from the customer service manager to provide service to the plurality of existing customers already allocated to the customer service manager;
determining, by the computing device, a target workload value for the customer service manager based upon relationship complexity scores for each of the existing customers of the financial services entity and a past number of relationship service hours spent in a previous time period to service each of the existing customers;
allocating, by the computing device, a portion of the potential customers and the newly-acquired customers to the customer service manager based upon the current workload value and the target workload value for the customer service manager, includingdetermining, by the computing device, a customer satisfaction value for each existing customer already assigned to the customer service manager,aggregating, by the computing device, the customer satisfaction value for each existing customer into a customer satisfaction score for the customer service manager,displaying, by the computing device, a graph of a comparison between current workload values for a plurality of customer service managers and customer satisfaction scores for the plurality of customer service managers including placing one or more visual indicators on the graph to isolate data points corresponding to one or more customer service managers that have a customer satisfaction score greater than a predetermined threshold and a current workload value that is less than or equal to the target workload value, andallocating, by the computing device, the portion of the potential customers and the newly-acquired customers to the customer service manager if the data point corresponding to the customer service manager is within one of the visual indicators on the graph; and
updating, by the computing device, an allocation table that contains information relating to the allocation of customers to customer service managers.
1 Assignment
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Accused Products
Abstract
Methods and apparatuses, including computer program products, are described for customer relationship capacity planning. A computing device receives (i) financial plan attributes associated with a financial plan of a customer and (ii) personality characteristics associated with the customer. The computing device determines a relationship complexity score associated with the customer based upon the financial plan attributes and the personality characteristics. The computing device determines a target workload value for customer service managers of the financial services entity based upon the relationship complexity score for a plurality of customers and a past number of relationship service hours associated with the plurality of customers. The computing device allocates the customer to a customer service manager based upon the target workload value and a current workload of the customer service manager. The computing device updates an allocation table that contains information relating to the allocation of customers to customer service managers.
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Citations
23 Claims
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1. A computerized method for customer relationship capacity planning by a financial services entity, the method comprising:
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receiving, by a computing device, (i) financial plan attribute data associated with a financial plan of each of a plurality of potential customers and a plurality of newly-acquired customers, wherein the financial plan attribute data relates to scope of assets and feature set of the financial plan, and (ii) personality characteristic data associated with the customer, wherein the personality characteristic data relates to a level of interaction requested by the customer and a structure of the customer'"'"'s employees; aggregating, by the computing device, the financial plan attribute data for the plurality of potential customers and the plurality of newly-acquired customers into a binned memory structure comprising a plurality of bin storage locations, wherein the plurality of potential customers and the plurality of newly-acquired customers are grouped by at least a financial plan asset value before being allocated to a bin storage location and wherein each bin storage location contains data for customers with similar financial plan asset values; assigning, by the computing device, an average number of hours spent in a previous time period to service existing customers having similar financial plan attribute data to the financial plan attribute data for the customers in the binned memory structure; determining, by the computing device, a relationship complexity score associated with each of the potential customers and the plurality of newly-acquired customers based upon the financial plan attribute data, the personality characteristic data for each customer, and the average number of hours assigned to the customer'"'"'s bin storage location; determining, by the computing device, a current workload value for a customer service manager of the financial services entity based upon the relationship complexity scores for each of a plurality of existing customers already allocated to the customer service manager, the current workload value representing a level of effort from the customer service manager to provide service to the plurality of existing customers already allocated to the customer service manager; determining, by the computing device, a target workload value for the customer service manager based upon relationship complexity scores for each of the existing customers of the financial services entity and a past number of relationship service hours spent in a previous time period to service each of the existing customers; allocating, by the computing device, a portion of the potential customers and the newly-acquired customers to the customer service manager based upon the current workload value and the target workload value for the customer service manager, including determining, by the computing device, a customer satisfaction value for each existing customer already assigned to the customer service manager, aggregating, by the computing device, the customer satisfaction value for each existing customer into a customer satisfaction score for the customer service manager, displaying, by the computing device, a graph of a comparison between current workload values for a plurality of customer service managers and customer satisfaction scores for the plurality of customer service managers including placing one or more visual indicators on the graph to isolate data points corresponding to one or more customer service managers that have a customer satisfaction score greater than a predetermined threshold and a current workload value that is less than or equal to the target workload value, and allocating, by the computing device, the portion of the potential customers and the newly-acquired customers to the customer service manager if the data point corresponding to the customer service manager is within one of the visual indicators on the graph; and updating, by the computing device, an allocation table that contains information relating to the allocation of customers to customer service managers. - View Dependent Claims (2, 3, 4, 5, 8, 10, 11)
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6-7. -7. (canceled)
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9. (canceled)
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12. A system for customer relationship capacity planning by a financial services entity, the system comprising a computing device configured to:
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receive (i) financial plan attributes associated with a financial plan of each of a plurality of potential customers and a plurality of newly-acquired customers, wherein the financial plan attributes relate to scope of assets and feature set of the financial plan, and (ii) personality characteristics associated with the customer, wherein the personality characteristics relate to a level of interaction requested by the customer and a structure of the customer'"'"'s employees; aggregate the financial plan attribute data for the plurality of potential customers and the plurality of newly-acquired customers into a binned memory structure comprising a plurality of bin storage locations, wherein the plurality of potential customers and the plurality of newly-acquired customers are grouped by at least a financial plan asset value before being allocated to a bin storage location and wherein each bin storage location contains data for customers with similar financial plan asset values; assign an average number of hours spent in a previous time period to service existing customers having similar financial plan attribute data to the financial plan attribute data for the customers in the binned memory structure; determine a relationship complexity score associated with each of the potential customers and the plurality of newly-acquired customers based upon the financial plan attribute data, the personality characteristic data for each customer, and the average number of hours assigned to the customer'"'"'s bin storage location; determine a current workload value for a customer service manager of the financial services entity based upon the relationship complexity scores for each of a plurality of existing customers already allocated to the customer service manager, the current workload value representing a level of effort from the customer service manager to provide service to the plurality of existing customers already allocated to the customer service manager; determine a target workload value for the customer service manager based upon relationship complexity scores for each of the existing customers of the financial services entity and a past number of relationship service hours spent in a previous time period to service each of the existing customers; allocate a portion of the potential customers and the newly-acquired customers to the customer service manager based upon the current workload value and the target workload value for the customer service manager, including determining a customer satisfaction value for each existing customer already assigned to the customer service manager, aggregating the customer satisfaction value for each existing customer into a customer satisfaction score for the customer service manager, displaying a graph of a comparison between current workload values for a plurality of customer service managers and customer satisfaction scores for the plurality of customer service managers including placing one or more visual indicators on the graph to isolate data points corresponding to one or more customer service managers that have a customer satisfaction score greater than a predetermined threshold and a current workload value that is less than or equal to the target workload value, and allocating the portion of the potential customers and the newly-acquired customers to the customer service manager if the data point corresponding to the customer service manager is within one of the visual indicators on the graph; and update an allocation table that contains information relating to the allocation of customers to customer service managers. - View Dependent Claims (13, 14, 15, 16, 19, 21, 22)
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17-18. -18. (canceled)
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20. (canceled)
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23. A computer program product, tangibly embodied in a non-transitory computer readable storage medium, for customer relationship capacity planning by a financial services entity, the computer program product including instructions that, when executed by a processor of a computing device, cause the computing device to:
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receive (i) financial plan attributes associated with a financial plan of each of a plurality of potential customers and a plurality of newly-acquired customers, wherein the financial plan attributes relate to scope of assets and feature set of the financial plan, and (ii) personality characteristics associated with the customer, wherein the personality characteristics relate to a level of interaction requested by the customer and a structure of the customer'"'"'s employees; aggregate the financial plan attribute data for the plurality of potential customers and the plurality of newly-acquired customers into a binned memory structure comprising a plurality of bin storage locations, wherein the plurality of potential customers and the plurality of newly-acquired customers are grouped by at least a financial plan asset value before being allocated to a bin storage location and wherein each bin storage location contains data for customers with similar financial plan asset values; assign an average number of hours spent in a previous time period to service existing customers having similar financial plan attribute data to the financial plan attribute data for the customers in the binned memory structure; determine a relationship complexity score associated with each of the potential customers and the plurality of newly-acquired customers based upon the financial plan attribute data, the personality characteristic data for each customer, and the average number of hours assigned to the customer'"'"'s bin storage location; determine a current workload value for a customer service manager of the financial services entity based upon the relationship complexity scores for each of a plurality of existing customers already allocated to the customer service manager, the current workload value representing a level of effort from the customer service manager to provide service to the plurality of existing customers already allocated to the customer service manager; determine a target workload value for the customer service manager based upon relationship complexity scores for each of the existing customers of the financial services entity and a past number of relationship service hours spent in a previous time period to service each of the existing customers; allocate a portion of the potential customers and the newly-acquired customers to the customer service manager based upon the current workload value and the target workload value for the customer service manager, including determining a customer satisfaction value for each existing customer already assigned to the customer service manager, aggregating the customer satisfaction value for each existing customer into a customer satisfaction score for the customer service manager, displaying a graph of a comparison between current workload values for a plurality of customer service managers and customer satisfaction scores for the plurality of customer service managers including placing one or more visual indicators on the graph to isolate data points corresponding to one or more customer service managers that have a customer satisfaction score greater than a predetermined threshold and a current workload value that is less than or equal to the target workload value, and allocating the portion of the potential customers and the newly-acquired customers to the customer service manager if the data point corresponding to the customer service manager is within one of the visual indicators on the graph; and update an allocation table that contains information relating to the allocation of customers to customer service managers.
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Specification