Invention Grant
- Patent Title: Systems and methods for processing and presentation of advisor-related data
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Application No.: US17549742Application Date: 2021-12-13
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Publication No.: US11720860B1Publication Date: 2023-08-08
- Inventor: Holly Benedict , Heather Blanchard , Karin Geldfeld , Vincent J. Hill, Sr. , Ryan McMahon , Eric Vanderleek
- 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: G06Q10/1053
- IPC: G06Q10/1053 ; G06Q10/0639 ; G06Q40/08 ; G06Q50/00

Abstract:
A system includes a network interface, a profile database configured to store profile information relating to a plurality of users, and a processing circuit. The processing circuit is configured to: receive a search criteria from a first device associated with a first user; cause profile information relating to one or more users based on the search criteria to be transmitted to the first device; monitor and analyze communications between a second device associated with a selected user and the first device associated with the first user; determine, based on the analyzed communications, one or more terms of an agreement between the first user and the selected user; transmit a notification to the first device prompting the first user to add a first electronic signature to the agreement; and transmit a notification to the second device prompting the selected user to add a second electronic signature to the agreement.
Information query