Securely and efficiently transferring sensitive information via a telephone

An apparatus comprising:

• a communications module that establishes a telephonic connection between a customer service representative of a company and a customer through an electronic device of the customer;
• an identification module that receives an identifier, the identifier alerting one or more of the customer service representative and a computer system of the company that the customer has a customer profile stored electronically, the identifier received in conjunction with the telephonic connection, the customer profile stored previous to the telephonic connection, the identifier comprising an electronic data signal;
• a profile permission module that receives electronic access to the customer profile, the customer profile comprising personal information of the customer, the customer profile stored electronically in a computer system external to a computer system available to the company and to the customer service representative;
• a profile access module that accesses the customer profile to transmit information from the customer profile to the computer system of the company over a network, wherein at least a portion of the transmitted information of the customer profile is masked from the customer service representative, the portion of the transmitted information masked from the customer service representative comprising sensitive information;
• and
• a notification module that sends a message to the customer service representative indicating that the profile access module has received the information from the customer profile, the message free from sensitive information associated with the customer,
• wherein at least a portion of said modules comprise one or more of hardware and executable code, the executable code stored on one or more non-transitory, tangible computer readable storage media.

A method comprising:

• establishing a telephonic connection between a customer service representative of a company and a customer through an electronic device of the customer;
• receiving an identifier, the identifier alerting one or more of the customer service representative and a computer system of the company that the customer has a customer profile stored electronically, the customer profile comprising information to identify the customer, the identifier received in conjunction with the telephonic connection, the customer profile stored previous to the telephonic connection, the identifier comprising an electronic data signal;
• sending a request to the customer to provide identifying information via the electronic device of the customer, wherein the identifying information is input to the electronic device by the customer using an electronic, non-verbal technique;
• receiving an identification confirmation in response to the identifying information input by the customer matching the information to identify the customer in the customer profile, the identity of the customer being confirmed electronically while masking at least a portion of the identifying information from the customer service representative, wherein the portion of the identifying information masked from the customer service representative comprises sensitive information;
• and
• sending a message to the customer service representative indicating that the identification confirmation has been received, the message free from sensitive information associated with the customer.

A method comprising:

• establishing a telephonic connection between a customer service representative of a company and a customer through an electronic device of the customer;
• receiving an identifier, the identifier alerting one or more of the customer service representative and a computer system of the company that the customer has a customer profile stored electronically, the identifier received in conjunction with the telephonic connection, the customer profile stored previous to the telephonic connection, the identifier comprising an electronic data signal;
• receiving electronic access to the customer profile, the customer profile comprising personal information of the customer, the customer profile stored electronically in a computer system external to a computer system available to the company and to the customer service representative;
• accessing the customer profile to transmit information from the customer profile to the computer system of the company over a network, wherein at least a portion of the transmitted information of the customer profile is masked from the customer service representative, the portion of the transmitted information masked from the customer service representative comprising sensitive information;
• and
• sending a message to the customer service representative indicating that the information from the customer profile has been received, the message free from sensitive information associated with the customer.