Patent ID: 9582785
Date: 2017-02-28
CPC Classifications: G06F,G06Q

Claim:
1. A method of generating a linked client master mind map, the method comprising: linking client actions of a client of a financial services organization and client documents of the client of the financial services organization to a client master mind map to generate a linked client master mind map for use by the client, said linked client master mind map comprising a connected set of lists that are arranged radiantly and horizontally, the linking of the client actions and the client documents to the client master mind map comprising: reviewing with the client: revising the linked client master mind map based on the reviewing with the client of the linked client master mind map, the client actions in the CRM program and the client documents; generating on a server of the financial services organization a graphical user interface (GUI) comprising a visual representation of the revised linked client master mind map for use by the client; displaying the visual representation of the revised linked client master mind map for the client on a display device of a user terminal of the client which is connected to the server by a network; and displaying a document management system screen that is linked to the client master mind map, the document management system screen displaying: wherein the client actions in the CRM program comprise a client investment account for the client, and the client documents comprise documents related to the client investment account.