Computerized appointment scheduling system and method
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United States of America Patent
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Oct 12, 2021
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N/A
app pub date -
Feb 15, 2011
filing date -
Feb 19, 2010
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Abstract
A computer-implemented method for scheduling an appointment between a user and a resource of a financial institution that includes receiving, at a first computing system associated with the financial institution, a plurality of user preferences regarding the appointment from a user. The user preferences may be received while the user is using a second computing system to conduct a network-based session with the first computing system. The method includes, identifying, by a rules engine, at least one representative of the financial institution based on the user preferences received from the user and scheduling the appointment between the user and the representative based on the identification of the representative.
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