System and method for integrated customer management

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United States of America Patent

PATENT NO 7406426
SERIAL NO

11505530

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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)

  • JPMORGAN CHASE BANK, NATIONAL ASSOCIATION;JP MORGAN CHASE BANK, N.A.

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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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