Systems and methods for proactive listening bot-plus person advice chaining

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United States of America Patent

PATENT NO 11551696
SERIAL NO

17170608

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Abstract

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A computing system facilities live and robo-advising sessions, and transitions therebetween based on detection of triggers. The computing system may extract voice inputs of a user from ambient sounds captured using a sound sensor. Based on an analysis of the voice inputs and detection of corresponding triggers, the computing system may initiate a robo-advising session, or a live communication session between a user computing device and an advisor computing device. Detection of another trigger during the robo-advising session or the live communication session may lead to a transition to a live communication session or a robo-advising session, respectively.

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Patent Owner(s)

  • WELLS FARGO BANK, N.A.

International Classification(s)

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Brandt, Balin Kina Brooklyn, US 12 36
Fisher, Laura San Francisco, US 17 61
Floyd, Marie Jeanette San Francisco, US 13 52
McGee, Katherine J San Francisco, US 17 61
Rench, Teresa Lynn Mount Holly, US 27 70
Vangala, Sruthi San Francisco, US 17 61

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