Patent №
US 8,700,518
Granted
2014-04-15
Filed 2003
Owner
CHARLES SCHWAB & CO., INC.
Lab
—
AI components
2
nlp · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
10642034
A system and method automatically provides financial information to a client without requiring a service representative, increasing the efficiency and accuracy of a financial service transaction when compared to conventional systems, enabling a client to easily and efficiently provide information to the financial service provider, and enabling a financial service provider to easily and efficiently perform various financial services for a client automatically, including complex financial transactions.
AI classification
Ownership
CHARLES SCHWAB & CO., INC.
assignment · 144080468
Assignors
NATHAN, ALAN B.
On an employer assignment, the assignors are typically the inventors.