Invention Grant
- Patent Title: Systems and methods for onboarding customers through a short-range communication channel
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Application No.: US17125562Application Date: 2020-12-17
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Publication No.: US11354732B1Publication Date: 2022-06-07
- Inventor: Miranda C. Hill , Alicia Y. Moore , Susan Symons
- 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: Foley & Lardner LLP
- Main IPC: G06Q40/02
- IPC: G06Q40/02 ; G06Q20/32

Abstract:
Systems, methods, and apparatuses for enrolling a user with a product of a financial institution. A mobile device includes a processor; and a non-transitory computer readable medium storing instructions, which when executed by the processor, cause the processor to: establish a short-range communication channel with a financial institution computing device based on a tap exchange; retrieve personal information associated with an enrollment of the user with a product of a financial institution associated with the financial institution computing device; provide a graphical user interface indicating each piece of personal information scheduled for transmission to the financial institution computing device prior to transmission of each indicated piece of personal information to the financial institution computing device; and selectively transmit one or more pieces of indicated personal information to the financial institution computing device to enroll the user with the product.
Information query