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IntelligentAdvisor TM , a contact, calendar, workflow, business method, and intelligence gathering application
IntelligentAdvisor TM , a contact, calendar, workflow, business method, and intelligence gathering application
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机译:IntelligentAdvisor TM,联系人,日历,工作流,业务方法和情报收集应用程序
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摘要
The invention is a contact, calendar, workflow, and intelligence gathering application that allows a user, such as a financial advisor to collect, codify and analyze objective and subjective data regarding clients, corporate/institutional accounts, contacts/prospects, financial products and market trends. The invention assists a financial advisor in batch calling, scheduling work, delegating tasks and facilitating associative intellect, allowing a user to test hunches or “wispy thoughts” to discovery client and market trends.
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