Systems and methods for managing a customer account switch

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 11893631
APP PUB NO 20230206318A1
SERIAL NO

18177074

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.

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Patent Owner(s)

Patent OwnerAddress
CAPITAL ONE SERVICES LLC1680 CAPITAL ONE DRIVE MCLEAN VA 22102

International Classification(s)

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Kanjlia, Gagan Frisco, US 27 260
Kiernan, Michael B Fairfax, US 11 116
Klein, Evan S McLean, US 7 104
Puri, Vishal McLean, US 24 237

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