Patents by Inventor William T. Callahan

William T. Callahan 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 integrated customer management
    Patent number: 8688460
    Abstract: An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.
    Type: Grant
    Filed: October 23, 2012
    Date of Patent: April 1, 2014
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Tracy Pletz, William T. Callahan
  • System and method for integrated customer management
    Patent number: 8533000
    Abstract: An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.
    Type: Grant
    Filed: September 14, 2012
    Date of Patent: September 10, 2013
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Tracy Pletz, William T. Callahan
  • System and method for integrated customer management
    Patent number: 8296160
    Abstract: An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.
    Type: Grant
    Filed: December 28, 2006
    Date of Patent: October 23, 2012
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Tracy Pletz, William T. Callahan
  • System and method for integrated customer management
    Patent number: 7406426
    Abstract: An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.
    Type: Grant
    Filed: August 17, 2006
    Date of Patent: July 29, 2008
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Tracy Pletz, William T. Callahan
  • System and method for integrated customer management
    Patent number: 7373304
    Abstract: An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.
    Type: Grant
    Filed: September 15, 2005
    Date of Patent: May 13, 2008
    Assignee: JPMorgan Chase Banks, N.A.
    Inventors: Tracy Pletz, William T. Callahan
  • System and method for integrated customer management
    Patent number: 7269567
    Abstract: An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.
    Type: Grant
    Filed: September 15, 2005
    Date of Patent: September 11, 2007
    Assignee: JP Morgan Chase Bank, N.A.
    Inventors: Tracy Pletz, William T. Callahan
  • System and method for integrated customer management
    Patent number: 6965865
    Abstract: An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.
    Type: Grant
    Filed: December 30, 1999
    Date of Patent: November 15, 2005
    Assignee: Bank One Delaware N.A.
    Inventors: Tracy Pletz, William T. Callahan
  • SYSTEM AND METHOD FOR INTEGRATED CUSTOMER MANAGEMENT
    Publication number: 20020046086
    Abstract: An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.
    Type: Application
    Filed: December 30, 1999
    Publication date: April 18, 2002
    Inventors: TRACY PLETZ, WILLIAM T. CALLAHAN