INVESTMENT MANAGEMENT MARKETING TOOL

Patent №

US 8,791,949

Granted

2014-07-29

Filed 2010

Owner

THE PNC FINANCIAL SERVICES GROUP, INC.

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

12754967

Various embodiments are directed to methods for marketing investment services. The methods may comprise receiving at least one signal from a position detector indicating a position of a viewer relative to a display screen in a first axis and a perpendicular distance of the viewer from the display screen. The display screen may be aligned along the first axis and a second axis. The methods may also comprise displaying with the display screen a user interface. The user interface may comprise an age scale aligned with the first axis, an asset scale aligned with a second axis and a chart of assets versus age. Upon determining that the perpendicular distance of the viewer from the display screen is less than a predetermined value, the methods may comprise modifying the interface to display an element at a first position on the age scale corresponding to a position of the viewer relative to the display screen in the first axis. The element may comprise information describing at least one of an investment-related event occurring at the first position on the age scale and an investment-related service related to the first position on the age scale.

PlanningG06Q 40/00G06Q 30/0241G06Q 40/06

AI classification

Planning0.91
Knowledge representation0.42
Evolutionary computation0.16
AI hardware0.07
Vision0.02
Speech0.00
Natural language0.00
Machine learning0.00

Ownership

THE PNC FINANCIAL SERVICES GROUP, INC.

assignment · 244420900

Assignors

MACKRELL, BRYAN L., FORD, ISABEL, KOCH, ERIN

On an employer assignment, the assignors are typically the inventors.

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