INTERACTIVE SYSTEMS AND METHODS FOR SUPPORTING FINANCIAL PLANNING RELATED ACTIVITIES
Patent №
US 8,892,467
Granted
2014-11-18
Filed 2012
Owner
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Lab
—
AI components
3
ml · planning · hardware
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
13529832
An interactive financial tool is disclosed for assisting agents such as, for example, insurance professionals, estate planners, financial planners, and the like in performing activities such as, for example, marketing products or services to new or existing clients, managing client relationships, prospecting for new clients, and the like.
AI classification
Planning1.00
AI hardware0.95
Machine learning0.72
Knowledge representation0.35
Evolutionary computation0.14
Natural language0.00
Vision0.00
Speech0.00
Ownership
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
assignment · 337510603
Assignors
BALL, ROBERT
On an employer assignment, the assignors are typically the inventors.
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