System and Method for Scheduling Effective Client Conferences with Financial Advisors

摘要

A business-support system for financial advisors accepts personality information from investors and market-activity indicators such as share price, trade volume and natural-language news tone and sentiment reporting, to identify investors who may benefit from counseling from their advisors. The advisors may be notified to contact their clients, or a conference may be scheduled via a Customer Relationship Management (“CRM”) system. Additional features and extensions are described and claimed.