The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Mar. 30, 2021
Filed:
Jul. 17, 2018
Wells Fargo Bank, N.a., San Francisco, CA (US);
Riley Warren Hughes, St. Charles, MO (US);
Waila Jameelah Skinner, St. Louis, MO (US);
Craig N. Strubing, St. Louis, MO (US);
Ashwin George Jose, St. Louis, MO (US);
Timothy J. Hykes, Florissant, MO (US);
Wells Fargo Bank, N.A., San Francisco, CA (US);
Abstract
Various examples are directed to computer-implemented systems and methods for providing a triage tool for investment advising. A method includes displaying by a processor of a computer, an image on a graphical user interface (GUI) of a device of a user. The image includes information related to financial account management for the user. Input options are provided to the user on the GUI including at least two directional swipe input options to obtain the user's positive or negative response to the image. The processor receives the user's response to the input options, and determines a profile of the user based on the user's response to the input options. The processor provides directed financial investment advice and tailored financial products, based on the profile of the user, to increase applicability and effectiveness of wealth management for the user.