Patents by Inventor Peter F. Mathias

Peter F. Mathias 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
    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