Patents Assigned to EMERGING INFORMATION SYSTEMS, INC.
  • METHOD AND SYSTEM FOR FINANCIAL PLANNING LEAD MANAGEMENT
    Publication number: 20100312603
    Abstract: A method and system for financial planning lead management is provided. Customer inputs provided by a customer via a customer interface are received. The customer is presented with a financial plan based on the customer inputs. The customer inputs are communicated to a lead management tool executing on a server for assignment of the customer to a financial advisor.
    Type: Application
    Filed: June 4, 2009
    Publication date: December 9, 2010
    Applicant: EMERGING INFORMATION SYSTEMS, INC.
    Inventors: William Theodore OVERMAN, James Lee Hardeman