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IT201700120501A1 - Piattaforma informatica per raccogliere informazioni su un cliente nell’ambito della consulenza finanziaria. - Google Patents

Piattaforma informatica per raccogliere informazioni su un cliente nell’ambito della consulenza finanziaria.

Info

Publication number
IT201700120501A1
IT201700120501A1 IT102017000120501A IT201700120501A IT201700120501A1 IT 201700120501 A1 IT201700120501 A1 IT 201700120501A1 IT 102017000120501 A IT102017000120501 A IT 102017000120501A IT 201700120501 A IT201700120501 A IT 201700120501A IT 201700120501 A1 IT201700120501 A1 IT 201700120501A1
Authority
IT
Italy
Prior art keywords
customer
platform
collect information
financial consulting
consulting field
Prior art date
Application number
IT102017000120501A
Other languages
English (en)
Inventor
Daniele Bernardi
Ruggero Bertelli
Original Assignee
Diaman R&D S R L
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Diaman R&D S R L filed Critical Diaman R&D S R L
Priority to IT102017000120501A priority Critical patent/IT201700120501A1/it
Publication of IT201700120501A1 publication Critical patent/IT201700120501A1/it

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q50/00—Information and communication technology [ICT] specially adapted for implementation of business processes of specific business sectors, e.g. utilities or tourism
    • G06Q50/10—Services

Landscapes

  • Business, Economics & Management (AREA)
  • Tourism & Hospitality (AREA)
  • Health & Medical Sciences (AREA)
  • Economics (AREA)
  • General Health & Medical Sciences (AREA)
  • Human Resources & Organizations (AREA)
  • Marketing (AREA)
  • Primary Health Care (AREA)
  • Strategic Management (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Engineering & Computer Science (AREA)
  • Theoretical Computer Science (AREA)
IT102017000120501A 2017-10-24 2017-10-24 Piattaforma informatica per raccogliere informazioni su un cliente nell’ambito della consulenza finanziaria. IT201700120501A1 (it)

Priority Applications (1)

Application Number Priority Date Filing Date Title
IT102017000120501A IT201700120501A1 (it) 2017-10-24 2017-10-24 Piattaforma informatica per raccogliere informazioni su un cliente nell’ambito della consulenza finanziaria.

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
IT102017000120501A IT201700120501A1 (it) 2017-10-24 2017-10-24 Piattaforma informatica per raccogliere informazioni su un cliente nell’ambito della consulenza finanziaria.

Publications (1)

Publication Number Publication Date
IT201700120501A1 true IT201700120501A1 (it) 2019-04-24

Family

ID=61581420

Family Applications (1)

Application Number Title Priority Date Filing Date
IT102017000120501A IT201700120501A1 (it) 2017-10-24 2017-10-24 Piattaforma informatica per raccogliere informazioni su un cliente nell’ambito della consulenza finanziaria.

Country Status (1)

Country Link
IT (1) IT201700120501A1 (it)

Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO1999030261A1 (en) * 1997-12-10 1999-06-17 Financial Engines, Inc. User interface for a financial advisory system
WO2009070319A1 (en) * 2007-11-27 2009-06-04 Ortiz David J Computer graphic user interface and display system
US20110320957A1 (en) * 2010-06-28 2011-12-29 Mark Tiddens Method and apparatus for analyzing usage patterns and customizing a graphic interface for individual users

Patent Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO1999030261A1 (en) * 1997-12-10 1999-06-17 Financial Engines, Inc. User interface for a financial advisory system
WO2009070319A1 (en) * 2007-11-27 2009-06-04 Ortiz David J Computer graphic user interface and display system
US20110320957A1 (en) * 2010-06-28 2011-12-29 Mark Tiddens Method and apparatus for analyzing usage patterns and customizing a graphic interface for individual users

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