Invention Grant
- Patent Title: System and method for integrated customer management
- Patent Title (中): 综合客户管理系统和方法
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Application No.: US13658191Application Date: 2012-10-23
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Publication No.: US08688460B1Publication Date: 2014-04-01
- Inventor: Tracy Pletz , William T. Callahan
- Applicant: JPMorgan Chase Bank, N.A.
- Applicant Address: US NY New York
- Assignee: JPMorgan Chase Bank, N.A.
- Current Assignee: JPMorgan Chase Bank, N.A.
- Current Assignee Address: US NY New York
- Agency: Hunton & Williams LLP
- Main IPC: G06Q10/00
- IPC: G06Q10/00

Abstract:
An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.
Information query