Is a
Patent attributes
Patent Jurisdiction
Patent Number
Patent Inventor Names
Susan M. Carlos0
Phillip Koh-Kwe Hsu0
Date of Patent
March 23, 2010
0Patent Application Number
096878920
Date Filed
October 13, 2000
0Patent Primary Examiner
Patent abstract
Systems and a method for delivering a financial message. The system for delivering a financial message includes, inter alia, an intervention system configured to allow an internal user of the system to add or edit content of a message to a client user prior to delivery. Advantageously, financial advisors and other internal users have the ability to interact with a client user to provide proactive financial advice.
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