Patents by Inventor Jennifer C. Cole

Jennifer C. Cole 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).

  • Publication number: 20210366046
    Abstract: In some embodiments, a request may be received from a customer via an interface, wherein the request indicates (i) a social media stream associated with the customer to be monitored for instances of investment triggering content (ITC). A customer account of the customer may be configured based on the request. The social media stream may be monitored for instances of ITC based on the customer account configuration. Responsive to the monitoring detecting an instance of ITC, a first amount may be withdrawn from the customer account, and a purchase of a quantity of shares of an investment fund may be executed on behalf of the customer using the withdrawn first amount.
    Type: Application
    Filed: August 9, 2021
    Publication date: November 25, 2021
    Inventors: Douglas J. MAGNOLIA, Jennifer C. COLE
  • Patent number: 11113761
    Abstract: In some embodiments, a request may be received from a customer via an interface, wherein the request indicates (i) a social media stream associated with the customer to be monitored for instances of investment triggering content (ITC). A customer account of the customer may be configured based on the request. The social media stream may be monitored for instances of ITC based on the customer account configuration. Responsive to the monitoring detecting an instance of ITC, a first amount may be withdrawn from the customer account, and a purchase of a quantity of shares of an investment fund may be executed on behalf of the customer using the withdrawn first amount.
    Type: Grant
    Filed: May 22, 2020
    Date of Patent: September 7, 2021
    Assignee: THE BANK OF NEW YORK MELLON
    Inventors: Douglas J. Magnolia, Jennifer C. Cole
  • Publication number: 20200286181
    Abstract: In some embodiments, a request may be received from a customer via an interface, wherein the request indicates (i) a social media stream associated with the customer to be monitored for instances of investment triggering content (ITC). A customer account of the customer may be configured based on the request. The social media stream may be monitored for instances of ITC based on the customer account configuration. Responsive to the monitoring detecting an instance of ITC, a first amount may be withdrawn from the customer account, and a purchase of a quantity of shares of an investment fund may be executed on behalf of the customer using the withdrawn first amount.
    Type: Application
    Filed: May 22, 2020
    Publication date: September 10, 2020
    Inventors: Douglas J. MAGNOLIA, Jennifer C. COLE
  • Patent number: 10664916
    Abstract: Systems and methods to implement a platform for investing allow customers to purchase shares of investment funds using a balance in a closed-loop stored-value account, a financial account, and/or both. Part of a balance is (periodically or automatically) withdrawn, and used to fund the purchase. Purchases may be triggered by predetermined and specified content and/or activity occurring in a social media stream associated with a customer. Withdrawals from multiple customers may be aggregated into a single periodical transaction.
    Type: Grant
    Filed: October 24, 2018
    Date of Patent: May 26, 2020
    Assignee: THE BANK OF NEW YORK MELLON
    Inventors: Douglas J. Magnolia, Jennifer C. Cole
  • Publication number: 20190057452
    Abstract: Systems and methods to implement a platform for investing allow customers to purchase shares of investment funds using a balance in a closed-loop stored-value account, a financial account, and/or both. Part of a balance is (periodically or automatically) withdrawn, and used to fund the purchase. Purchases may be triggered by predetermined and specified content and/or activity occurring in a social media stream associated with a customer. Withdrawals from multiple customers may be aggregated into a single periodical transaction.
    Type: Application
    Filed: October 24, 2018
    Publication date: February 21, 2019
    Inventors: Douglas J. MAGNOLIA, Jennifer C. COLE
  • Patent number: 10147140
    Abstract: Systems and methods to implement a platform for investing allow customers to purchase shares of investment funds using a balance in a closed-loop stored-value account, a financial account, and/or both. Part of a balance is (periodically or automatically) withdrawn, and used to fund the purchase. Purchases may be triggered by predetermined and specified content and/or activity occurring in a social media stream associated with a customer. Withdrawals from multiple customers may be aggregated into a single periodical transaction.
    Type: Grant
    Filed: March 17, 2014
    Date of Patent: December 4, 2018
    Assignee: THE BANK OF NEW YORK MELLON
    Inventors: Douglas J. Magnolia, Jennifer C. Cole
  • Publication number: 20140379451
    Abstract: Approaches to facilitating targeted-advertisement-based event savings programs are provided. In certain implementations, a product or service type may be associated with a user. An advertisement identifying a product or service that relates to the associated product or service type may be provided for presentation to the user. A purchase of the product or service by the user responsive to providing the advertisement may be determined. An amount may be credited to an account on behalf of a beneficiary associated with user based on the purchase of the product or service by the user. In some implementations, a credit amount associated with purchasing the product or service may be determined. An estimated future value of the credit amount with respect to a time that corresponds to a predetermined life event associated with the account may be determined. The estimated future value may be provided for presentation to the user.
    Type: Application
    Filed: June 25, 2013
    Publication date: December 25, 2014
    Inventors: Jennifer C. Cole, Aniko N. Delaney, Douglas J. Magnolia, Scott F. Posner, Mark I. Robinson