Patent ID: 7882020
Filing Date: 2011-02-01
Classification: G06Q

Abstract:
1. A system for automatically creating or evaluating a securities marketing plan, said system comprising: a processor having a communications connection configured to receive at a first time, first shareholder data concerning shareholders of securities, said first shareholder data consisting of historic data relating to securities and historic data relating to shareholders of securities; said processor configured to receive at a second time, second shareholder data consisting of historic data relating to securities and historic data relating to shareholders of securities; said processor configured to compare the first shareholder data received at the first time with the second shareholder data received at the second time to create comparison data; a storage device accessible by said processor, said storage device having stored thereon a set of marketing analysis data; and wherein said processor is configured to compare the comparison data against the set of marketing analysis data in order to automatically create a new securities marketing plan or evaluate an existing securities marketing plan.