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. 23, 2010
Filed:
Oct. 13, 2000
Applicants:
Phillip Koh-kwe Hsu, River Edge, NJ (US);
Susan M. Carlos, Scotch Plains, NJ (US);
Inventors:
Phillip Koh-Kwe Hsu, River Edge, NJ (US);
Susan M. Carlos, Scotch Plains, NJ (US);
Assignee:
UBS Financial Services, Inc., Weehawken, NJ (US);
Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract
Systems and a method for delivering a financial message. The system for delivering a financial message includes, inter alia, an intervention system configured to allow an internal user of the system to add or edit content of a message to a client user prior to delivery. Advantageously, financial advisors and other internal users have the ability to interact with a client user to provide proactive financial advice.