Is a
Patent attributes
Patent Applicant
Current Assignee
Patent Jurisdiction
Patent Number
Patent Inventor Names
Ozlem Kinav0
Weining Mao0
Date of Patent
July 19, 2022
0Patent Application Number
167351190
Date Filed
January 6, 2020
0Patent Primary Examiner
The present application relates to a method of receiving a selection of a particular client (or advisor) and determining likelihoods of the selected client (or clients associated with the selected advisor) purchasing products based on one or more factors correlating to previous purchasers of the products. The present application also relates to generating a prioritized list of sales opportunities associated with the selected client (or selected advisor) based on the likelihoods.
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