Patents by Inventor Shelly Marie Bergman

Shelly Marie Bergman 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).

  • System and method of analyzing and monitoring a customer's financial condition
    Patent number: 8341057
    Abstract: Systems and methods for a financial health meter system are provided. Additionally, computer-implemented methods for analyzing and monitoring a customer's financial condition are provided. These methods may include storing a financial profile associated with a customer, determining a peer group of financial profiles for the customer, comparing the financial profile associated with the customer to the peer group of financial profiles, developing one or more financial plans based the financial profile and comparison information, implementing a financial plan, and monitoring the financial plan. The financial profile includes at least financial information about the customer and financial goals of the customer.
    Type: Grant
    Filed: June 22, 2007
    Date of Patent: December 25, 2012
    Assignee: Capital One Financial Corporation
    Inventors: Dennis Wagner, Wyatt Mordecai, Shelly Marie Bergman, John Jay Toth