METHOD AND SYSTEM FOR FINANCIAL PLANNING LEAD MANAGEMENT
A method and system for financial planning lead management is provided. Customer inputs provided by a customer via a customer interface are received. The customer is presented with a financial plan based on the customer inputs. The customer inputs are communicated to a lead management tool executing on a server for assignment of the customer to a financial advisor.
1 . A method for financial planning lead management, comprising:
receiving customer inputs provided by a customer via a customer interface;
presenting said customer with a financial plan based on said customer inputs; and
communicating said customer inputs to a lead management tool executing on a server for selection of a financial advisor for said customer.
2 . The method of claim 1 , further comprising:
presenting said customer inputs to a lead manager via said lead management tool.
3 . The method of claim 1 , further comprising:
presenting said financial plan to a lead manager via said lead management tool.
4 . The method of claim 1 , further comprising, before said presenting said financial plan:
processing said customer inputs via said lead management tool.
5 . The method of claim 4 , wherein said processing comprises:
identifying at least one key factor characterizing the needs of said customer.
6 . The method of claim 4 , wherein said processing comprises:
selecting a subset of a plurality of financial advisors for said customer.
7 . The method of claim 1 , wherein said customer inputs include customer data.
8 . The method of claim 1 , wherein said customer inputs include customer parameters.
9 . The method of claim 1 , wherein said customer inputs include customer-selected economic assumptions.
10 . The method of claim 1 , further comprising:
storing said customer inputs in a database.
11 . The method of claim 10 , further comrising:
storing said financial plan in said database.
12 . The method of claim 1 , further comprising, before said communicating:
registering customer interface interaction data via said customer interface.
13 . The method of claim 12 , further comrising:
storing said customer interface interaction data in a database.
14 . The method of claim 12 , further comprising:
communicating said customer interface interaction data to said lead management tool for selection of a financial advisor for said customer.
15 . The method of claim 14 , further comprising:
presenting said customer interface interaction data to said lead manager via said lead management tool.
16 . The method of claim 14 , further comprising:
processing said customer interface interaction data via said lead management tool to identify at least one key factor characterizing the needs of said customer.
17 . The method of claim 16 , further comprising:
selecting a subset of a plurality of financial advisors for said customer at least partially based on said customer interface interaction data.
18 . A system for financial planning lead management, comprising:
a customer interface for performing financial planning, said customer interface enabling a customer to provide customer inputs for generating a financial plan;
a lead management tool executing on a server for assignment of said customer to a financial advisor; and
a data exchange interface for communicating said customer inputs and said financial plan to said lead management interface.
19 . The system of claim 18 , wherein said lead management tool presents said customer inputs to a lead manager.
20 . The system of claim 19 , wherein said lead management tool additionally presents said financial plan to said lead manager.
21 . The system of claim 18 , wherein said lead management tool processes said customer inputs to identify at least one key factor characterizing the needs of said customer.
22 . The system of claim 21 , wherein said lead management tool selects a subset of a plurality of financial advisors for said customer.
23 . The system of claim 18 , further comprising:
a database for storing said user inputs.
24 . The system of claim 23 , wherein said financial plan is stored in said database.
25 . The system of claim 24 , wherein said financial plan is stored as a document in said database.
26 . The system of claim 22 , wherein said subset of financial advisors is selected at least partially based on customer activity with said customer interface.