Method and system for providing remote financial assistance
US8756125B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Jul 31, 2006 |
| Grant date | Jun 17, 2014 |
| Priority date | — |
| Expiry date | Aug 16, 2032 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q30/015
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method for providing remote financial assistance involves obtaining a request from a customer for financial assistance, and scheduling an appointment slot selected from multiple appointment slots, based on the request, where the scheduled appointment slot is associated with a financial professional selected from multiple financial professionals, where the multiple financial professionals are geographically dispersed, and where the financial professional provides remote financial assistance to the customer, in the scheduled appointment slot, by inputting financial information associated with the customer into a financial professional online interface.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.