Computer-based systems and method for computing a score for contacts of a financial services firm indicative of resources to be deployed by the financial services firm for the contacts to maximize revenue for the financial services firm

US8566146B1 · kind B1 · utility

Assignee

• MORGAN STANLEY · US

Inventors

• Barry S. Hurewitz · New York, US
• Scott Solomon · San Francisco, US
• Thami Rachidi · Bayonne, US
• Lauren Fleming · Taylor, US
• Omar Moustafa · Brooklyn, US
• Robert Treder · New York, US
• Vaughn Stephen Harvey · New York, US

Key dates

• Filing date: May 10, 2012
• Grant date: Oct 22, 2013
• Expiry date: May 10, 2032

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/06
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Computer-based systems and methods for computing a score (a “target score”) for the contacts of a research department. The target score may be computed for each contact for each analyst team of the research department. The target score indicates how resources should be deployed by the research department to maximize revenue for the research department. The target score is computed based on a number of metrics. These metrics can include both analyst-team-specific contact metrics that relate to the contact-analyst team combination, as well as account metrics that pertain to the investment accounts associated with each of the contacts. Weights for the metrics may be determined using an optimization algorithm.