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AssigneeWachovia Corporation
InventorsIlieva I. Ageenko, Kelley A. Doherty, Adrian Paul Van Cleave
Estimating the term…
A networked computer system comprising a user, a website of a bank or a financial institution, and a computer software tool. The computer software tool is accessible on the website of the bank or the financial institution and provides personalized lifetime financial planning to the user based upon financial information of the user along with a life event and a life stage of the user in an interactive computer generated timeline. The timeline comprises a past event, a present event, a future event, or a combination thereof of the user. The tool provides an automated reminder to the user based upon information of the user present in the timeline. The user may be a customer of the bank or the financial institution.
A networked computer system, the system comprising:
The networked computer system according to claim 6, wherein one or more life events are associated with the life stage of the user.
A networked computer system, the system comprising:
A web-based online computer tool comprising:
A method of using a computer tool, the method comprising:
Dependencies are inferred from the claim text.