Client review management system for multiple independent parties

摘要

A novel system and process for managing multiple parties in a client review process is described. The system manages three independent parties including a client, an account manager, and an advisor. Based on a client attribute of whether the client is a lead, prospect or client, combined with time periods expiring, a client review campaign of advisor, client being in a pre-defined tier, and client not being part of an active sales campaign, a first script is retrieved to schedule a review with the client. Answers received are stored into record in database associated with client in a hierarchical tree structure. A second script is retrieved based on the review campaign and the categorization of the client. The second script is used to schedule a meeting. Answers received are stored into record in database associated with client in a hierarchical tree structure.