Proactive listening bot-plus person advice chaining
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2021 - Google Patents
A pervasive user experience capable of integrating robo advising with human advising is
discussed. Conversations and other inputs may be actively captured to identify issues with …
discussed. Conversations and other inputs may be actively captured to identify issues with …
Systems and methods for pervasive advisor for major expenditures
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2021 - Google Patents
(57) ABSTRACT A pervasive advisor for major purchases and other expen ditures may
detect that a customer is contemplating a major purchase (eg, through active listening). The …
detect that a customer is contemplating a major purchase (eg, through active listening). The …
Systems and methods for proactive listening bot-plus person advice chaining
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2021 - Google Patents
A pervasive user experience capable of integrating robo advising with human advising is
discussed. Conversations and other inputs may be actively captured to identify issues with …
discussed. Conversations and other inputs may be actively captured to identify issues with …
Authentication circle shared expenses with extended family and friends
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2021 - Google Patents
Int. Ci. G06Q 20/16 (2012.01) G060 30/02(2012.01) G06Q 20/40 (2012.01) G06Q 50/00
(2012.01)(52) US Ci. CPC G06Q 30/0279 (2013.01); G06Q 20/16 (2013.01); G06Q 20/4014 …
(2012.01)(52) US Ci. CPC G06Q 30/0279 (2013.01); G06Q 20/16 (2013.01); G06Q 20/4014 …
Pervasive advisor for major expenditures
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2023 - Google Patents
(57) ABSTRACT A pervasive advisor for major purchases and other expenditures may
detect that a customer is contemplating a major purchase (eg, through active listening). The …
detect that a customer is contemplating a major purchase (eg, through active listening). The …
Proactive listening bot-plus person advice chaining
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2022 - Google Patents
A pervasive user experience capable of integrating robo advising with human advising is
discussed. Conversations and other inputs may be actively captured to identify issues with …
discussed. Conversations and other inputs may be actively captured to identify issues with …
Systems and methods for proactive listening bot-plus person advice chaining
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2023 - Google Patents
A computing system facilities live and robo-advising ses sions, and transitions therebetween
based on detection of triggers. The computing system may extract voice inputs of a user from …
based on detection of triggers. The computing system may extract voice inputs of a user from …
Authentication circle management
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2022 - Google Patents
An approach for establishing and managing authentication circles is disclosed. The circles
may be used to facilitate management of accounts, goals, or resources of one or more …
may be used to facilitate management of accounts, goals, or resources of one or more …
Authentication circle shared expenses with extended family and friends
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2023 - Google Patents
Abstract Systems and methods for providing authentication circles to pursue financial goals
and/or share expenses with others are provided. One or more provider computing systems …
and/or share expenses with others are provided. One or more provider computing systems …
Systems and methods for pervasive advisor for major expenditures
BK Brandt, L Fisher, MJ Floyd, KJ McGee… - US Patent …, 2023 - Google Patents
A pervasive advisor for major purchases and other expenditures may detect that a customer
is contemplating a major purchase (eg, through active listening). The advisor may assist the …
is contemplating a major purchase (eg, through active listening). The advisor may assist the …