System and method for integrated customer management

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United States of America Patent

PATENT NO 7269567
SERIAL NO

11227952

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.

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Patent Owner(s)

Patent OwnerAddress
JPMORGAN CHASE BANK NATIONAL ASSOCIATION10 S DEARBORN ST FLOOR 07 ATTN AWRI MCKEE CHICAGO IL 60603

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Callahan, William T Glen Mills, PA 7 172
Pletz, Tracy Wilmington, DE 10 265

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