CUSTOMER ONBOARDING

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20110208603A1
SERIAL NO

12712623

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Financial institutions are continuously seeking effective ways “to onboard” customers. As used herein, “to onboard” or “onboarding” refers to a financial institution building its relationship with a customer just after that customer signs up for, or otherwise consumes, a financial product or service offered by the financial institution. Embodiments of the present invention provide apparatuses, methods and computer program products for onboarding customers. For example, according to an embodiment, the present invention provides an onboarding hub that onboards customers by helping customers set up and use an online banking website to manage their account(s).

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Patent Owner(s)

Patent OwnerAddress
BANK OF AMERICA CORPORATIONONE BANK OF AMERICA CENTER 150 N COLLEGE ST MAIL CODE NC1-028-29-04 CHARLOTTE NC 28255

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Benefield, Stefani R Pensacola, US 7 181
Jackowitz, Kenneth Scott Charlotte, US 2 56
Marsicano, Jean Charlotte, US 2 56
Tolsma, Sophia Chong Boston, US 2 56

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