Patents by Inventor Kenneth S. Jackowitz

Kenneth S. Jackowitz 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).

  • Interactive and collaborative financial customer experience application
    Patent number: 8606678
    Abstract: Systems, methods, and computer program products are provided for an interactive financial customer experience that allows collaboratively selecting financial products for a customer. The customer experience assesses the customer's life events and subsequently uses the life events and the proximate date of occurrence of the life events to determine financial product recommendations and offers for the customer. Additionally, the customer experience may assess the customer's life interests and/or financial portfolio to further determine financial product recommendations and offers. The financial product recommendations, along with other financial product options, may be presented to the customer and financial institution associate in a user-friendly platform that further accentuates the collaborative nature of the financial product selection process.
    Type: Grant
    Filed: January 26, 2009
    Date of Patent: December 10, 2013
    Assignee: Bank of America Corporation
    Inventors: Kenneth S. Jackowitz, Stefani Benefield
  • INTERACTIVE AND COLLABORATIVE FINANCIAL CUSTOMER EXPERIENCE APPLICATION
    Publication number: 20100094774
    Abstract: Systems, methods, and computer program products are provided for an interactive financial customer experience that allows collaboratively selecting financial products for a customer. The customer experience assesses the customer's life events and subsequently uses the life events and the proximate date of occurrence of the life events to determine financial product recommendations and offers for the customer. Additionally, the customer experience may assess the customer's life interests and/or financial portfolio to further determine financial product recommendations and offers. The financial product recommendations, along with other financial product options, may be presented to the customer and financial institution associate in a user-friendly platform that further accentuates the collaborative nature of the financial product selection process.
    Type: Application
    Filed: January 26, 2009
    Publication date: April 15, 2010
    Applicant: BANK OF AMERICA CORPORATION
    Inventors: Kenneth S. Jackowitz, Stefani Benefield