Telephonic communications – Special services – Anonymous party
Patent
1995-05-16
1997-02-25
Weinhardt, Robert A.
Telephonic communications
Special services
Anonymous party
379 96, 395238, G06F 1760, G06G 752, H04M 1100
Patent
active
056064969
ABSTRACT:
A personal financial assistant computer system and method includes customer terminals at financial institution branch offices or other locations. Each customer terminal stores financial information for the particular financial services (such as insurance, annuities, bonds, mortgages or loans) sold at that terminal. A display is also provided at each terminal for displaying selected information. At least one representative terminal is provided at a central location and includes a display and keyboard. A telephone link is also provided between the customer terminals and the representative terminals for voice communication. According to the invention, a representative at the representative terminal controls the customer terminal in response to commands initiated from the input device, thereby displaying financial service information at the customer terminal under control of the representative terminal. All display of information at the customer terminal is controlled by the representative in response to one-on-one conversations between the representative and a customer over the telephone line.
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Aegis Technologies, Inc.
Tkacs Stephen R.
Weinhardt Robert A.
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