Bimodal computer-based system for selling financial products
US8566208B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Sep 13, 2012 |
| Grant date | Oct 22, 2013 |
| Priority date | — |
| Expiry date | Sep 13, 2032 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/04
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Disclosed are computer-implemented systems and software comprising a software module configured to provide financial product education, research, and recommendation tools, the tools operating in a self-service mode adapted for use by a consumer; a software module configured to provide the financial product education, research, and recommendation tools, the tools operating in a collaboration mode, the collaboration mode comprising a sales overlay adapted for use by a sales representative; and a software module configured to generate a unique code for the consumer, the code providing persistence of state and data information between the self-service mode and the collaboration mode across locations and interfaces without authentication. Also disclosed are methods of making and using the same.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.