ADVISOR INTERFACE SYSTEMS AND METHODS

• Main Authors: Parras, Rodrigo, Sosnowski, Kyle, Liu, Qi, Johnson, Kyle, Vivas, Eduardo, Ombres, Peter, Liu, Annabel, Vauthey, Alex, MacNaughton, Iain, Florencio, Joseph
• Format: Patent
• Language: English
• Published: 02.03.2023
• Subjects: CALCULATING; COMPUTING; COUNTING; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES; PHYSICS; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR

Systems and methods managing interaction between one of a plurality of advisors and a client. Client intent is determined based upon request details indicating a category of interest to the client. One of a plurality of advisors is selected to advise the client based, at least in part, upon the category and the client intent. The client is added to a sales pipeline of the selected advisor, and the selected advisor is prompted, at intervals, to interact with the client. The workload of each advisor is managed. The selected advisor is also prompted to generate and send a curation to the client. The systems and methods also provides e-commerce card fraud protection using conventional transaction processing methodology by including a random code in a pending transaction for the card and finalizing the transaction with the card provider when the code is correctly returned by the client.