Portfolio management system
US8595068B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Dec 9, 2009 |
| Grant date | Nov 26, 2013 |
| Priority date | — |
| Expiry date | May 10, 2031 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q30/02
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A portfolio management system includes a method that uses multi-dimensional analysis to create a user group based on whatever characteristics the manager desires that would be the subject of a messaging campaign and that tracks user actions as a result of the messaging campaign. The method includes creating a user data set through multi-dimension analysis to define a user target base. Based on the data set, a messaging campaign is developed and one or various communication channels are selected to run the messaging campaign. A message campaign runs to target the user data set. Information is tracked from user actions after running the message campaign. Analysis of the tracked information can be generated into a report and can be used to create additional user data and messaging campaigns.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.