Patents by Inventor David H. ROY

David H. ROY has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20210166318
    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.
    Type: Application
    Filed: June 3, 2016
    Publication date: June 3, 2021
    Inventors: John TANG, Ashleigh Ann THOMPSON, Benjamin F. SYLVESTER, III, Weimin SUN, Liqiang SU, Gautam MANVAR, Charlotte KEH, Robert J. RAPPA, Richard HWANG, Mark T. DIBATTISTA, Alfredo TENAGLIA, Niall MCINTYRE, David H. ROY, Stephanie Falbo KENNEDY, Amir TAL