SOFTWARE APPLICATIONS FOR FINANCIAL EDUCATION

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20240112594A1
SERIAL NO

17936897

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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An example computer system for providing financial education can include: one or more processors; and non-transitory computer-readable storage media encoding instructions which, when executed by the one or more processors, causes the computer system to generate: a financial account module programmed to provide a first user and a second user access to a financial account; an education module programmed to provide educational material related to finances, the education module tailoring the educational material based upon a level of sophistication of the first user, wherein the level of sophistication is set by the second user or is determined based on an attribute of the first user; and a communication module programmed to facilitate communication between the first user and the second user relating to the finances of the first user.

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Patent Owner(s)

Patent OwnerAddress
WELLS FARGO BANK N A420 MONTGOMERY STREET SAN FRANCISCO CA 94104

International Classification(s)

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Hecht, Alan W San Francisco, US 63 202
Monroe-Estes, Mosiah Vallejo, US 1 0

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