System providing an interactive conference

US9508058B2 · kind B2 · utility

Assignee

• Bank of America Corporation · US

Inventors

• Matthew A. Calman · Charlotte, US
• Rajat Agrawal · Sunnyvale, US
• James Robert Grimsley · Jacksonville, US
• Wanwen Han · Jersey City, US
• Alicia C. Jones · Fort Mill, US
• Su Liu · Pittsburgh, US
• Cameron Jungeun Park-Hur · Castro Valley, US
• Nir Rachmel · Brookline, US
• Lynn I. STREJA · San Francisco, US
• Elizabeth S. Votaw · Potomac, US

Key dates

• Filing date: Oct 15, 2012
• Grant date: Nov 29, 2016
• Expiry date: Sep 4, 2033

Classification

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

Abstract

Embodiments of the invention are directed to systems, methods and computer program products for providing an interactive conference, such as a video conference. The system, methods, and computer program products determine that an operative connection is being established between a user device of a user and a system associated with a representative of a financial institution, such that the user and the representative may conduct a conference; provide a document viewable by both the user and the representative during the conference; and enable the document to be edited by at least one of the user and the representative during the conference. The document may be an uploaded document or an account view. The system, method, and computer program product provide augmented service to customers of financial institutions when the customers are participating in a conference with a representative of the financial institution.