Patent ID: 8566146
Filing Date: 2013-10-22
Classification: G06Q

Abstract:
1. A computer-implemented method for computing a target score for one or more 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, wherein the financial services firm comprises a plurality of employee teams that produce research pertaining to at least one of financial instruments, industries and geographic regions, wherein each of the one or more contacts is associated with an account for holding and trading financial instruments, and wherein the one or more contacts comprise consumers of the research, the method comprising: determining, by a computer system, for the one or more contacts, a value for each of a plurality of metrics that are used to compute the target scores for the contacts, wherein the plurality of metrics comprise, for each of the one or more contacts, at least: storing the values for the plurality of metrics in a computer data storage system of the computer system; determining, by the computer system, by using an optimization algorithm, weights for each of the plurality of metrics that maximizes revenue of the financial services firm by maximizing a sum of the revenue for each employee team from each of the one or more contacts per a unit time subject to one or more constraints; and computing by the computer system the target score for each of the one or more contacts for each employee team based on at least (i) the values for each of the plurality of metrics for each of the one or more contacts stored in the computer data storage system and (ii) the weights, wherein: