Patents Assigned to Eyeballs Financial, LLC
  • Systems and methods for generating responses to questions about user accounts
    Patent number: 11893986
    Abstract: Some embodiments provide systems and methods that can alleviate the burdens on professional advisors of preparing snapshots and answering client questions, particularly questions that do not require professional judgment or strategy. Such embodiments can automate creation of snapshots of account data collected from multiple institutions, suggest questions that are relevant to a user's accounts, and provide programmatic responses to factual or definitional questions pertaining to those accounts.
    Type: Grant
    Filed: January 22, 2021
    Date of Patent: February 6, 2024
    Assignee: Eyeballs Financial, LLC
    Inventors: Mitchell Steven Morrison, Brian Francis Fitzgerald, Rebecca Ann Morrison
  • Systems and methods for generating responses to questions about user accounts
    Patent number: 10902854
    Abstract: Some embodiments provide systems and methods that can alleviate the burdens on professional advisors of preparing snapshots and answering client questions, particularly questions that do not require professional judgment or strategy. Such embodiments can automate creation of snapshots of account data collected from multiple institutions, suggest questions that are relevant to a user's accounts, and provide programmatic responses to factual or definitional questions pertaining to those accounts.
    Type: Grant
    Filed: May 15, 2020
    Date of Patent: January 26, 2021
    Assignee: Eyeballs Financial, LLC
    Inventors: Mitchell Steven Morrison, Brian Francis Fitzgerald, Rebecca Ann Morrison