Patents by Inventor Danielle Sword

Danielle Sword 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).

  • Patent number: 10467663
    Abstract: A financial registry system and method for sharing and contributing to common financial goals are disclosed herein. The system allows one or more recipients of funds to share multiple goals and select one or more products that fulfill those goals. The system allows one or more donors to provide funds or purchase one or more recommended products to contribute to the goals of recipients. An analytics engine recommends one or more insurance products that are best aligned to the shared goals of recipients. The analytics engine combines insurance products with other financial products available from service partners to provide a holistic set of financial solutions tailored to the shared goals of recipients. Furthermore, the analytics engine performs continuous analysis of current goals versus future goals in order to achieve proper goals balance. Recipients can use social networks to invite family members, relatives and friends to contribute to their goals.
    Type: Grant
    Filed: May 5, 2016
    Date of Patent: November 5, 2019
    Assignee: Massachusetts Mutual Life Insurance Company
    Inventors: James Ocampo, Jason Cook, Darrell Oliveira, Christopher Soloperto, Michal Knas, Danielle Sword, Julie Aldrich Rickis, Kirsten Taylor