Title (en)

A METHOD AND SYSTEM FOR EVALUATING CUSTOMERS OF A FINANCIAL INSTITUTION USING CUSTOMER RELATIONSHIP VALUE TAGS

Title (de)

VERFAHREN UND SYSTEM ZUM EINSCHÄTZEN VON KUNDEN EINER FINANZINSTITUTION UNTER VERWENDUNG VON KUNDENWERTKARTEN

Title (fr)

PROCEDE ET SYSTEME POUR L'EVALUATION DES CLIENTS D'UN ETABLISSEMENT FINANCIER, A L'AIDE D'ETIQUETTES DE VALEUR DES RELATIONS AVEC LES CLIENTS

Publication

EP 1005683 A1 20000607 (EN)

Application

EP 98942010 A 19980818

Priority

• US 9816457 W 19980818
• US 5654097 P 19970819

Abstract (en)

[origin: WO9909503A1] A computerized method and system for evaluating customers (12) of a financial institution using customer relationship value tags associated with customer treatment actions (6) includes automatically analyzing information about a customer from a database (2) of the financial institution by a customer assessment engine (4) using a predefined statistical model to assess the value of the customer (12) to the financial institution (10). The assessment engine (4) extracts the customer data necessary to create customer tags, segments the customer population using the tags, and assigns the appropriate customer treatment actions (6). The customer treatment actions information (6) is then accessed by other financial systems of the financial institution (14, 16, 20), or by customer representatives of the financial institution (18), and the associated customer treatment action is implemented by such systems or representatives (14, 16, 18, 20) in dealing with the customer (12).

IPC 1-7

G06F 17/60

IPC 8 full level

G06Q 30/00 (2006.01)

CPC (source: EP)

G06Q 30/02 (2013.01)

Designated contracting state (EPC)

AT BE CH CY DE DK ES FI FR GB GR IE IT LI LU MC NL PT SE

DOCDB simple family (publication)

WO 9909503 A1 19990225; AU 745861 B2 20020411; AU 9015398 A 19990308; EP 1005683 A1 20000607; EP 1005683 A4 20050427

DOCDB simple family (application)

US 9816457 W 19980818; AU 9015398 A 19980818; EP 98942010 A 19980818