Patents by Inventor Paris de l'Etraz

Paris de l'Etraz 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).

  • METHOD AND SYSTEM FOR INTERFACING CLIENTS WITH RELATIONSHIP MANAGEMENT (RM) ACCOUNTS AND FOR PERMISSIONING MARKETING
    Publication number: 20100325204
    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.
    Type: Application
    Filed: June 23, 2010
    Publication date: December 23, 2010
    Applicant: Mathias and Co., Inc.
    Inventors: Peter Mathias, Paris De L'Etraz
  • Method and system for interfacing clients with relationship management (RM) accounts and for permissioning marketing
    Patent number: 7788120
    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.
    Type: Grant
    Filed: May 2, 2006
    Date of Patent: August 31, 2010
    Assignee: Mathias and Co., Inc.
    Inventors: Peter F. Mathias, Paris De L'Etraz
  • Method and system for interfacing clients with relationship management (RM) accounts and for permissioning marketing
    Publication number: 20060229943
    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.
    Type: Application
    Filed: May 2, 2006
    Publication date: October 12, 2006
    Inventors: Peter Mathias, Paris De L'Etraz
  • Method and system for interfacing clients with relationship management (RM) accounts and for permissioning marketing
    Publication number: 20020049626
    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.
    Type: Application
    Filed: April 12, 2001
    Publication date: April 25, 2002
    Inventors: Peter Mathias, Paris De L'Etraz
  • System, method, and computer program product for providing relational patterns between entities
    Patent number: 6324541
    Abstract: A contact intelligence data mining tool for storing, processing, displaying, and printing relational patterns between entities (e.g., business and other contacts). The tool allows proprietary individual contact data to be merged with accurate and up-to-date public information in order to explore the full scope (or sphere) of an individual's or business concern's scope of influence. It intelligently establishes and presents personal, direct contacts as well as contacts of contacts, and so on. The tool further displays, via a graphical user interface, the optimal relationship path (i.e., contact pathway) to reach desired contacts.
    Type: Grant
    Filed: June 5, 2000
    Date of Patent: November 27, 2001
    Assignee: BoardWalk Ltd.
    Inventors: Paris de l'Etraz, James R. Fees, Paul Hatcher, Otto Bruderer, Christina M. Fees
  • System, method, and computer program product for providing relational patterns between entities
    Patent number: 6073138
    Abstract: A contact intelligence data mining tool for storing, processing, displaying, and printing relational patterns between entities (e.g., business and other contacts). The tool allows proprietary individual contact data to be merged with accurate and up-to-date public information in order to explore the full scope (or sphere) of an individual's or business concern's scope of influence. It intelligently establishes and presents personal, direct contacts as well as contacts of contacts, and so on. The tool further displays, via a graphical user interface, the optimal relationship path (i.e., contact pathway) to reach desired contacts.
    Type: Grant
    Filed: February 8, 1999
    Date of Patent: June 6, 2000
    Assignee: BoardWalk A.G.
    Inventors: Paris de l'Etraz, James R. Fees, Paul Hatcher, Otto Bruderer, Christina M. Fees