FINANCIAL CONVERSATION MANAGEMENT SYSTEMS AND METHODS

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United States of America Patent

APP PUB NO 20150134449A1
SERIAL NO

14079365

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Abstract

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Example financial conversation management systems and methods are described. In one implementation, a method receives a request from a user and identifies financial data associated with the user. The method determines an answer to the request from the user and infers a user intent based on the financial data associated with the user. An offer is selected for the user based on the user intent.

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Patent Owner(s)

Patent OwnerAddress
SRI INTERNATIONAL333 RAVENSWOOD AVENUE MENLO PARK CA 94025

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Caskey, Sasha New York, US 6 26
Gorelov, Zor North Caldwell, US 6 270
Mark, William San Mateo, US 18 301
Oren, Dror Mountain View, US 3 17

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