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:
Aug. 25, 2026
Filed:
Apr. 02, 2024
Truist Bank, Charlotte, NC (US);
Ali Rezajoo, Charlotte, NC (US);
TRUIST BANK, Charlotte, NC (US);
Abstract
A system and method that evaluate and monitor the financial and physical wellbeing of a person that is a client of a bank, and provides a financial wellness score that is used to provide banking service recommendations that may act to increase the wellness score. The method includes collecting data and information about a financial wellbeing of the person, assigning a financial wellbeing score to the person based on the collected data and information about the financial wellbeing of the person, collecting data and information about a physical wellbeing of the person, assigning a physical wellbeing score to the person based on the collected data and information about the physical wellbeing of the person, and combining the financial wellbeing score and the physical wellbeing score to obtain a financial wellness score that provides an indication of the financial wellness of the person.