Methods and systems for integrated and automated financial services
US8606708B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Apr 30, 2010 |
| Grant date | Dec 10, 2013 |
| Priority date | — |
| Expiry date | Mar 15, 2031 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems, methods and articles of manufacture for a computerize method of providing financial management to a user by integrating financial data from a plurality of sources such as online financial services. The system analyzes the financial data from a plurality of sources together to determine financial transactions beneficial to the user, and executes the financial transactions. The system may also analyze a user's transactional history among multiple accounts to identify and predict recommended financial transactions to the user. This provides an integrated solution for linking and coordinating multiple online banking services which previously had no operational link.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.