Patents by Inventor Christopher M. Dodson

Christopher M. Dodson has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Client relationship manager
    Publication number: 20090119155
    Abstract: A method for managing a client relationship with a financial institution includes collecting information about a client, compiling the information to generate a validation summary, automatically setting expectations regarding account usage and activity of the client based on the information, creating a client profile with a risk determination for the client based on the expectations, routing the client profile with the risk determination for validation, and reviewing the validated client account at a date subsequent to a validation date of the client profile.
    Type: Application
    Filed: September 12, 2008
    Publication date: May 7, 2009
    Applicant: Regions Asset Company
    Inventors: Bryan M. Reed, Christopher M. Dodson