Abstract: Systems and methods for assessing mergers and acquisition vulnerabilities in financial markets are disclosed. Embodiments allow advising institutions, such as financial institutions, to recognize times when a hostile party might take advantage of a market climate or other adverse events and attempt a hostile takeover. Embodiments may monitor public markets and may quantify the vulnerability of any given company based on publicly available data to protect the interests of these companies before other parties can exploit these vulnerabilities.

Abstract: Systems and methods for privacy-preserving enablement of connections within organizations are disclosed. In one embodiment, a method may include (1) receiving, at a server comprising a computer processor, an identification of a target to contact from a requester in an organization; (2) the computer processor identifying, in a connection database, at least one user within the organization having a connection with the target; (3) the computer processor communicating anonymized information representing the at least one user having the connection and a relationship-strength score for the connection; (4) the computer processor communicating a request for introduction assistance to the at least one user; (5) the computer processor receiving acceptance of the request for introductory assistance from the at least one user; and (6) the computer processor identifying the at least one that accepted the request to the requester.

Abstract: The invention relates to an engine that generates client profile-based sales decisions. An embodiment of the present invention is directed to providing new insights to strengthen opportunities to provide additional services to clients. The system is directed to developing client profile-based recommendations for trade ideas. For example, the innovative engine may recommend opportunities, such as new trade ideas, to a particular client based upon the client's transaction history, as well as other data and factors. The system may generate an account profile based upon client data and use this profile to score a potential new trade idea.