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1. (WO2017112369) METHOD AND SYSTEM FOR ADAPTIVELY PROVIDING PERSONALIZED MARKETING EXPERIENCES TO POTENTIAL CUSTOMERS AND USERS OF A TAX RETURN PREPARATION SYSTEM
Latest bibliographic data on file with the International Bureau

Pub. No.: WO/2017/112369 International Application No.: PCT/US2016/063970
Publication Date: 29.06.2017 International Filing Date: 29.11.2016
IPC:
G06Q 30/02 (2012.01) ,G06Q 40/02 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
30
Commerce, e.g. shopping or e-commerce
02
Marketing, e.g. market research and analysis, surveying, promotions, advertising, buyer profiling, customer management or rewards; Price estimation or determination
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
02
Banking, e.g. interest calculation, credit approval, mortgages, home banking or on-line banking
Applicants:
INTUIT INC. [US/US]; 2700 Coast Avenue Mountain View, California 94043, US
Inventors:
CESSNA, Joseph; US
MASCARO, Massimo; US
OUYANG, Peter; US
Agent:
MCKAY, Philip; US
Priority Data:
14/979,09422.12.2015US
Title (EN) METHOD AND SYSTEM FOR ADAPTIVELY PROVIDING PERSONALIZED MARKETING EXPERIENCES TO POTENTIAL CUSTOMERS AND USERS OF A TAX RETURN PREPARATION SYSTEM
(FR) PROCÉDÉ ET SYSTÈME POUR FOURNIR DE MANIÈRE ADAPTATIVE DES EXPÉRIENCES DE MERCATIQUE PERSONNALISÉES À DES CLIENTS POTENTIELS ET À DES UTILISATEURS D'UN SYSTÈME DE PRÉPARATION DE DÉCLARATION FISCALE
Abstract:
(EN) A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective marketing experience options, from a variety of different marketing experience options, to some users while concurrently testing user responses to other marketing experience options, according to one embodiment. The method and system selects the marketing experience options by applying user characteristics data to an analytics model, according to one embodiment. The method and system analyzes user responses to the marketing experience options to update the analytics model, and to dynamically adapt the personalization of the marketing experience options, at least partially based on feedback from users, according to one embodiment.
(FR) L'invention concerne un procédé et un système qui permettent d'améliorer de manière adaptative les taux de conversion, les mesures de revenus et/ou d'autres mesures cibles de clients potentiels, et consistent à fournir des options efficaces d'expérience de mercatique, à partir de diverses options d'expérience de mercatique différentes, à certains utilisateurs tout en testant simultanément les réponses des utilisateurs à d'autres options d'expérience de mercatique, selon un mode de réalisation. Le procédé et le système consistent à : sélectionner les options d'expérience de mercatique en appliquant des données caractéristiques d'utilisateur à un modèle d'analyse, selon un mode de réalisation ; analyser les réponses des utilisateurs aux options d'expérience de mercatique pour mettre à jour le modèle d'analyse et adapter dynamiquement la personnalisation des options d'expérience de mercatique, au moins partiellement sur la base d'un retour d'informations des utilisateurs, selon un mode de réalisation.
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Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JP, KE, KG, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Organization (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: English (EN)
Filing Language: English (EN)