专利名称：Systems and methods for efficient delivery
of financial advisory services
发明人：Christopher Conigliaro,Charles Hamowy申请号：US13507205申请日：20120612公开号：US08458003B2公开日：20130604
专利附图：
摘要：System comprising a set of interconnected processors for managing thedelivery of financial advisory services. In one embodiment, the system manages activitiesand workflows for a plurality of clients over a financial planning period. The financial
planning period may comprise a calendar year, which may be divided into distinctseasonal portions, each with a predetermined, specific focus on a financial topic orgrouping of topics. Workflow of the firm may be controlled by utilizing a plurality ofprocessors to automate workflow handling. A first processor is used for individual clientscheduling, a second processor aggregates the appointments, calculates utilizationmetrics based thereon, and a third processor generates reports, providing feedback tomodulate input into the first processor.
申请人：Christopher Conigliaro,Charles Hamowy
地址：Bedford NY US,New York NY US
国籍：US,US
代理机构：Hughes Hubbard & Reed LLP
代理人：Ronald Abramson
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