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Company and contact information system and method

Company and contact information system and method description/claims

This application claims the benefit of U.S. Provisional Application No. 60/721,316, filed on Sep. 27, 2005; U.S. Provisional Application No. 60/721,517, filed on Sep. 27, 2005; and U.S. Provisional Application No. 60/724,322, filed on Oct. 6, 2005.

Professionals in the financial services industry must amalgamate large quantities of information from a variety of sources. For example, to effectively serve a client company, an investment banker must be intimately familiar with the financials of the client company, the financials of the client company's competitors, market trends regarding the client company and its competitors, news items regarding the client company and its competitors, etc. In addition, the investment bankers and other financial professionals should be aware of their firm's contacts with particular individuals within the client company, including contacts involving colleagues. This need may be especially acute when the financial professional receives a communication, such as a telephone call or e-mail from a client or other contact.

Currently, financial professionals must gather necessary information, if at all, from various reports, newspapers, trade journals, television programs, and even by word of mouth from colleagues. Accordingly, there is a need for systems and methods for presenting company and contact information to financial professionals in an easily navigated format allowing the financial professional to quickly and efficiently access necessary information.

In one general aspect, embodiments of the present invention are directed to a user interface for providing information regarding a subject company to a user. The user interface may comprise a company tile, which may have an indicator of the subject company. A state of the company tile, such as, for example, its color, may indicate a property of the subject company. The user interface may also comprise a financial information module displaying financial information regarding the subject company, and a subject individual module displaying information regarding a subject individual related to the subject company. According to various embodiments, the user interface may also include a navigation toolbar including a second company tile comprising an indicator of a second company. Selecting the second company tile may cause the second company to become a new subject company.

Embodiments of the present invention are described below by way of example in conjunction with the following figures, wherein:

FIGS. 1-7 are screen shots illustrating a user interface according to various embodiments;

FIG. 8 is a diagram illustrating a system according to various embodiments;

FIGS. 9-10 show flow charts illustrating process flows according to various embodiments;

FIGS. 11A-11G are screen shots illustrating various user interfaces according to various embodiments;

FIG. 12 shows a flow chart illustrating a process flow according to various embodiments;

FIGS. 13A-13B are screen shots illustrating various user interfaces according to various embodiments;

FIG. 14 shows a chart illustrating a work flow according to various embodiments; and

FIG. 15 shows a flow chart illustrating a process flow according to various embodiments.

• Provisional Patent
• Utility Patent

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