Invention Grant
- Patent Title: Customized predictive financial advisory for a customer
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Application No.: US15842238Application Date: 2017-12-14
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Publication No.: US11238518B2Publication Date: 2022-02-01
- Inventor: Ravi Kumar Gokanakonda , Rameshchandra Bhaskar Ketharaju , Aravind Sastry Nudurupati , Venkata Rajesh Babu Evani
- Applicant: Wells Fargo Bank, N.A.
- Applicant Address: US CA San Francisco
- Assignee: Wells Fargo Bank, N.A.
- Current Assignee: Wells Fargo Bank, N.A.
- Current Assignee Address: US CA San Francisco
- Agency: Womble Bond Dickinson (US) LLP
- Main IPC: G10L13/10
- IPC: G10L13/10 ; G06Q40/02 ; G02B30/00 ; G06T15/00 ; G06Q30/06 ; G06Q30/02 ; A61B5/16 ; A61B5/00
Abstract:
A system, method and computer program product provide for intervening in a financial transaction to discourage a bad decision by a customer. An execution decision by a customer is analyzed. A cautionary rule that is violated by the execution decision is identified. A suggestion in a personally persuasive persona presented on at least one user interface device to the customer.
Public/Granted literature
- US20190188769A1 CUSTOMIZED PREDICTIVE FINANCIAL ADVISORY FOR A CUSTOMER Public/Granted day:2019-06-20
Information query
