Methods and apparatus for promoting financial behavioral change
US10217162B2 · kind B2 · utility
6Cited by
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7Claims
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Assignee
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Key dates
| Filing date | Jun 16, 2017 |
| Grant date | Feb 26, 2019 |
| Priority date | — |
| Expiry date | Aug 9, 2037 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q50/01
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Some embodiments of the invention provide tools for promoting a user's financial well-being by encouraging positive financial behavior through timely feedback, counseling and instruction. For example, some embodiments of the invention may provide real-time (e.g., in response to a transaction being performed, or in response to the user indicating he/she is contemplating a transaction) useful analysis and advice designed to encourage the type of ongoing financial behavior that leads over time to financial well-being.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.