Patents by Inventor Weining Mao

Weining Mao 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).

  • Opportunity list engine
    Patent number: 11392965
    Abstract: The present application relates to a method of receiving a selection of a particular client (or advisor) and determining likelihoods of the selected client (or clients associated with the selected advisor) purchasing products based on one or more factors correlating to previous purchasers of the products. The present application also relates to generating a prioritized list of sales opportunities associated with the selected client (or selected advisor) based on the likelihoods.
    Type: Grant
    Filed: January 6, 2020
    Date of Patent: July 19, 2022
    Assignee: Ameriprise Financial, Inc.
    Inventors: Weining Mao, Ozlem Kinav
  • Opportunity List Engine
    Publication number: 20200143393
    Abstract: A method includes receiving, via a network interface of a computing device, one or both of historical sales data and a selection of a client, determining likelihoods of the client purchasing each of a plurality of products, and generating, at the computing device, scheduling data based on a sales production metric indicated by a portion of the historical sales data associated with a particular advisor and based on a sales opportunity indicated by at least one of the likelihoods that is associated with a particular product. The method further includes transmitting the scheduling data from the computing device to a second device via the network interface.
    Type: Application
    Filed: January 6, 2020
    Publication date: May 7, 2020
    Inventors: Weining Mao, Ozlem Kinav
  • Opportunity list engine
    Patent number: 10552851
    Abstract: A method includes receiving a selection of a particular client (or advisor) and determining likelihoods of the selected client (or clients associated with the selected advisor) purchasing products based on the one or more factors correlating previous purchasers of the products. The method includes generating a prioritized list of sales opportunities associated with the selected client (or selected advisor) based on the likelihoods.
    Type: Grant
    Filed: February 20, 2012
    Date of Patent: February 4, 2020
    Assignee: AMERIPRISE FINANCIAL, INC.
    Inventors: Weining Mao, Ozlem Kinav
  • OPPORTUNITY LIST ENGINE
    Publication number: 20130218805
    Abstract: A method includes receiving a selection of a particular client (or advisor) and determining likelihoods of the selected client (or clients associated with the selected advisor) purchasing products based on the one or more factors correlating previous purchasers of the products. The method includes generating a prioritized list of sales opportunities associated with the selected client (or selected advisor) based on the likelihoods.
    Type: Application
    Filed: February 20, 2012
    Publication date: August 22, 2013
    Applicant: Ameriprise Financial, Inc.
    Inventors: Weining Mao, Ozlem Kinav