Patents by Inventor Susan M. Carlos

Susan M. Carlos 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 for delivering a financial message
    Patent number: 7685036
    Abstract: Systems and a method for delivering a financial message. The system for delivering a financial message includes, inter alia, an intervention system configured to allow an internal user of the system to add or edit content of a message to a client user prior to delivery. Advantageously, financial advisors and other internal users have the ability to interact with a client user to provide proactive financial advice.
    Type: Grant
    Filed: October 13, 2000
    Date of Patent: March 23, 2010
    Assignee: UBS Financial Services, Inc.
    Inventors: Phillip Koh-Kwe Hsu, Susan M. Carlos