System and method of intelligent call routing for cross sell offer selection based on optimization parameters or account-level data

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United States of America Patent

PATENT NO 8995643
SERIAL NO

14158353

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents. Each call center system is designed to support various queues, and agents may be qualified or assigned to various queues based on their skill sets and skill levels.

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Patent Owner(s)

  • JPMORGAN CHASE BANK, NATIONAL ASSOCIATION;ORANGEWOOD LEGACY LLC

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Dhir, Nitin Wilmington, US 16 447
Khaemba, Wilson Newark, US 7 121
Kurubarahalli, Guru Wilmington, US 7 121
Ma, Lizhi Newark, US 11 315
Pederson, Shane P Oak Park, US 11 375
Shkreli, Djovana Westerville, US 9 366
Ulrich, Gary West Trenton, US 8 124
Wang, Hui Bear, US 1012 7908

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