Integrated client relationship management processor

作者: Hollie A. Gill-Fagan , Patrick M. Carney , James G. Bennett , Donna G. Batavia , Cynthia K. Banford

DOI:

关键词: Operations managementCustomer relationship managementDatabaseAsset (computer security)Financial transactionBusinessData processing systemAllotmentFinancial servicesScale (social sciences)Service (business)

摘要: A data processing system initiates, implements, confirms and updates a novel financial transaction support service, which provides an allotment of brokerage transactions, related services, banking account services at fee predicated on total assets in selectively constructed Account Group. The foregoing permits wide scale implementation asset-based structure for range with simplified enhanced tracking activity.