Patents by Inventor Kayla Palm

Kayla Palm 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).

  • Adaptive life advisor system
    Patent number: 11361389
    Abstract: Examples described herein relate to apparatuses and methods for providing automated advising services to a customer of a provider institution, including but not limited to a provider institution computing system determining a goal of the customer based on a user input of the customer, generating a set of sub-goals for the goal, determining a current status of the customer relating to the sub-goals and the goal, determining whether the current status of the customer meets any sub-goals and a projected status of the customer indicating whether the customer is projected to meet the goal, and sending a notification to a user device of the customer notifying the customer of a completion state of the goal based on at least one of the sub-goals met by the current status of the customer and whether the customer is projected to meet the goal.
    Type: Grant
    Filed: March 25, 2021
    Date of Patent: June 14, 2022
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Nick Gambale, Ashish B. Kurani, Kayla Palm, Dana Roytenberg, Eric Vanderleek
  • Adaptive life advisor system
    Patent number: 10963972
    Abstract: Examples described herein relate to apparatuses and methods for providing automated advising services to a customer of a provider institution, including but not limited to a provider institution computing system determining a goal of the customer based on a user input of the customer, generating a set of sub-goals for the goal, determining a current status of the customer relating to the sub-goals and the goal, determining whether the current status of the customer meets any sub-goals and a projected status of the customer indicating whether the customer is projected to meet the goal, and sending a notification to a user device of the customer notifying the customer of a completion state of the goal based on at least one of the sub-goals met by the current status of the customer and whether the customer is projected to meet the goal.
    Type: Grant
    Filed: March 6, 2018
    Date of Patent: March 30, 2021
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Nick Gambale, Ashish B. Kurani, Kayla Palm, Dana Roytenberg, Eric Vanderleek