Representative pre-selection for customer service video conference

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8866878
APP PUB NO 20140104371A1
SERIAL NO

13652175

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Embodiments of the invention are directed to systems, methods and computer program products for assisting a user to select a customer service representative of a financial institution in preparation for a customer service conference. Embodiments determine that an operative connection is being established between a user device of the user and a system associated with the financial institution, such that the user and the representative of the financial institution may conduct the conference; recognize the user as a customer enrolled in a representative pre-selection program; determine at least one representative from a pool of potential representatives, the at least one representative determined for presentation to the user for user selection and determined based at least in part on the user having previously conferenced with the at least one representative; and receive user input selecting one of the at least one representatives for conference connection.

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First Claim

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Patent Owner(s)

Patent OwnerAddress
BANK OF AMERICA CORPORATION214 N TRYON STREET NC1-027-20-5 CHARLOTTE NC 28255

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Agrawal, Rajat Sunnyvale, US 37 687
Calman, Matthew A Charlotte, US 241 9555
Grimsley, James Robert Dover, US 24 452
Han, Wanwen Jersey City, US 8 212
Hanson, Carrie Anne Charlotte, US 178 3231
Jones, Alicia C Fort Mill, US 72 2520
Liu, Su Pittsburgh, US 514 2058
Park-Hur, Cameron Jungeun Castro Valley, US 7 186
Rachmel, Nir Brookline, US 8 212
Streja, Lynn Pittsburgh, US 8 186
Votaw, Elizabeth S Potomac, US 143 3506

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