Method and system for interfacing clients with relationship management (RM) accounts and for permissioning marketing

Abstract

A system and method for interfacing a client with a client relationship management (RM) account database. The client RM account database includes an entry for the client, and the entry for the client includes a fields of data. The RM provides an environment for product and relationship management to jointly conduct client analysis, planning and delivery in a coordinated and measurable fashion. The RM includes user terminals for use by relationship managers and product managers. A network communicatively couples the user terminals, which is in turn coupled to a server.

What is claimed is:  
     
         1 . A method for interfacing a client with a client relationship management (RM) account database, wherein the client RM account database includes an entry for the client, wherein the entry for the client includes a plurality of fields of data, the method comprising the steps of: 
 (1) maintaining a client account entry in a RM database, the client account entry including a plurality of data fields;    (2) receiving a request from the client to view the client account entry;    (3) allowing the client to view a sub-set of the data fields.    
     
     
         2 . The method according to  claim 1 , further comprising the step of: 
 (4) increasing a level of permission marketing associated with the client.    
     
     
         3 . The method according to  claim 2 , wherein step (4) comprises the step of: 
 (a) providing the client with one or more of the following: 
 a description of product offerings;  
 research information; and  
 contact information.  
   
     
     
         4 . The method according to  claim 2 , wherein step (4) comprises the step of: 
 (a) providing the client with information specifically relevant to the client.    
     
     
         5 . The method according to  claim 2 , wherein step (4) comprises the step of: 
 (a) providing the client with one or more of the following: 
 research information specifically relevant to the client; and  
 summary transaction information related specifically to the client.  
   
     
     
         6 . The method according to  claim 2 , wherein step (4) comprises the step of: 
 (a) receiving feedback from the client.    
     
     
         7 . The method according to  claim 2 , wherein step (4) comprises the step of: 
 (a) receiving feedback from the client related to a line of business.    
     
     
         8 . The method according to  claim 2 , wherein step (4) comprises the step of: 
 (a) maintaining an interactive relationship with the client.    
     
     
         9 . A method for interfacing a client with multiple client relationship management (RM) account databases, wherein each client RM account database includes a client entry, wherein each client entry includes a plurality of fields of data, the method comprising the steps of: 
 (1) coupling a client to a first RM account database;    (2) coupling the client to a second RM account database while the client is connected to the first RM account database;    (2) providing the client with a display of a sub-set of fields of a client account entry in the first RM account database and of a client account entry in the second RM account database.    
     
     
         10 . The method according to  claim 1 , further comprising the step of: 
 (4) increasing a level of permission marketing associated with the client.    
     
     
         11 . A method for increasing a level of permission marketing associated with the client, comprising the steps of.  
     
     
         12 . A system for increasing a level of permission marketing associated with the client, comprising: 
 a research module;    a knowledge base module;    a coverage module;    a project module;    a deal module;    a WIP module;    an activity module;    a bank review module; and    a communication module.