Systems and methods for an interactive customer interface utilizing customer device context

US11853933B1 · kind B1 · utility

Assignee

• Wells Fargo Bank, N.A. · US

Inventors

• Nathan B. Coles · San Francisco, US
• Darren M. Goetz · Salinas, US
• Uma Meyyappan · Fremont, US
• Dennis E. Montenegro · Concord, US
• Steve Perez · Mesa, US
• Debarchana Roy · San Francisco, US

Key dates

• Filing date: Jul 29, 2020
• Grant date: Dec 26, 2023
• Expiry date: Aug 5, 2040

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/02
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Systems, methods, and apparatuses for completing an action requested by a customer are described herein. A requested action is received from the customer. A customer task for completion of the requested action to be performed by the customer is identified. An interaction board is generated that is accessible by the customer and accessible an employee associated with a provider. The interaction board is displayable via a graphical user interface and includes the customer task. An indication is received from the customer that the customer task has been completed prior to a customer interaction. The interaction board is updated to indicate that the customer task has been completed prior to the customer interaction. Information associated with the requested action is received from a customer device during the customer interaction. The interaction board is updated to include the information received from the customer device during the customer interaction.