Methods and systems for providing customer relations information

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8755510
SERIAL NO

13035859

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Methods and systems for providing information to a mortgage recipient or other customer of a financial institution. A system identifies potential customer inquiries and provides a list of scripts responsive to the potential customer inquiries. If none of the scripts address the customer's inquiry, the customer specifies the inquiry and an additional list of scripts is generated. The scripts include scripted text, account information, and financial transaction information. In one variation, the customer accesses a website maintained by the financial institution and views a script responsive to the inquiry. In another variation, the customer telephones a customer service agent who selects a script responsive to the inquiry, and reads the script to the customer. In yet another variation, the script is provided to the customer via an Interactive Voice Response system.

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Patent Owner(s)

Patent OwnerAddress
STEVEN MNUCHIN UNITED STATES SECRETARY OF THE TREASURY AND SUCCESSORS THERETO1500 PENNSYLVANIA AVENUE NW WASHINGTON DC 20220
ANDREI IANCU UNDER SECRETARY OF COMMERCE FOR INTELLECTUAL PROPERTY AND DIRECTOR OF THE UNITED STATES PATENT AND TRADEMARK OFFICE AND SUCCESSORS THERETO1401 CONSTITUTION AVENUE NW WASHINGTON DC 20230
ASHLEY MOODY FLORIDA OFFICE OF THE ATTORNEY GENERAL AND SUCCESSORS THERETOSTATE OF FLORIDA PL-01 THE CAPITOL PL-01 THE CAPITOL TALLAHASSEE FL 32399-1050
LAUREL M LEE FLORIDA SECRETARY OF STATE AND SUCCESSORS THERETOR A GRAY BUILDING 500 SOUTH BRONOUGH STREET 500 SOUTH BRONOUGH STREET TALLAHASSEE FL 32399-0250
TIMOTHY E GRIBBEN COMMISSIONER FOR BUREAU OF THE FISCAL SERVICE AGENCY OF THE UNITED STATES DEPARTMENT OF THE TREASURY AND SUCCESSORS AND ASSIGNS THERETO3201 PENNSY DRIVE BUILDING E LANDOVER MD 20785
JEANETTE NÚÑEZ LIEUTENANT GOVERNOR OF FLORIDA AND SUCCESSORS THERETO400 S MONROE ST TALLAHASSEE FL 32399
HEUER JOAN D800 NORTH MAIN STREET UNIT 682 BUSHNELL FL 33513

International Classification(s)

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Conradson, Scott Paul Maitland, US 3 51
Erbey, William C Palm Beach, US 29 432

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11.5 Year Payment $7400.00 $3700.00 $1850.00 Dec 17, 2025
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