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.

Date of Patent:
Aug. 11, 2026

Filed:

May. 10, 2024
Applicant:

Wells Fargo Bank, N.a., San Francisco, CA (US);

Inventors:

Kristin Ann Ballinger, Antelope, CA (US);

Jeremy J. Berry, Huntersville, NC (US);

Bradley M. Bevington, Edwardsville, IL (US);

Germaine S. Chee, Mill Valley, CA (US);

Tyua Larsen Fraser, Livermore, CA (US);

Joel Scott Gardner, Charlotte, NC (US);

Carrie Marie Nolan, Chittenango, NY (US);

Stephen Lloyd Sloan, University City, MO (US);

Everett Allen Storie, Fort Mill, SC (US);

Assignee:

Wells Fargo Bank, N.A., San Francisco, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
H04M 3/493 (2006.01);
U.S. Cl.
CPC ...
H04M 3/4936 (2013.01); H04M 2203/558 (2013.01); H04M 2203/6054 (2013.01);
Abstract

A method may include: receiving voice user interaction data via a virtual assistant from a first device of a user; processing, the voice user interaction data to determine an intent of the user associated with a task type; determining that a dual-device-communication session should be established based on the intent; transmitting a notification to a second device of the user including an electronic link to establish the session; receiving an indication of activation of the electronic link; in response to receiving the indication, establishing the session with the first device and the second device, the session associated with an instance of the task type; receiving task data from the first device via the virtual assistant associated with the task type; and in response to receiving the task data, presenting an outcome of processing the task data, the outcome presented on a user interface on the second device.


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