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1. (WO2008100908) METHOD AND SYSTEM FOR PROVIDING FINANCIAL SERVICES
Latest bibliographic data on file with the International Bureau   

Pub. No.:    WO/2008/100908    International Application No.:    PCT/US2008/053684
Publication Date: 21.08.2008 International Filing Date: 12.02.2008
IPC:
G06Q 40/00 (2006.01)
Applicants: MANFREDI, Mirko [US/US]; (US).
KIM, Mia [US/US]; (US)
Inventors: MANFREDI, Mirko; (US).
KIM, Mia; (US)
Agent: MITCHELL, Janyce, R.; Strategic Patent Group, P.C., P.O. Box 1329, Mountain View, CA 94042 (US)
Priority Data:
60/889,530 12.02.2007 US
60/983,509 29.10.2007 US
Title (EN) METHOD AND SYSTEM FOR PROVIDING FINANCIAL SERVICES
(FR) PROCÉDÉ ET SYSTÈME PERMETTANT D'OFFRIR DES SERVICES FINANCIERS
Abstract: front page image
(EN)A method and system for providing financial services are described. The method and system include receiving financial information. The financial information includes financial transaction(s) of a user. The method and system also include determining financial advice based on the financial information. The financial advice indicates a change corresponding to the financial transaction(s). The method and system further include displaying the financial advice to the user.
(FR)L'invention concerne un procédé et un système permettant d'offrir des services financiers. Le procédé et le système comprennent la réception d'informations financières. Les informations financières comprennent une ou des transactions financières d'un utilisateur. Le procédé et le système comprennent également la détermination de conseil financier sur la base des informations financières. Le conseil financier indique un changement correspondant aux transactions financières. Le procédé et le système comprennent en outre l'affichage du conseil financier pour l'utilisateur.
Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BR, BW, BY, BZ, CA, CH, CN, CO, CR, CU, CZ, DE, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IS, JP, KE, KG, KM, KN, KP, KR, KZ, LA, LC, LK, LR, LS, LT, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PG, PH, PL, PT, RO, RS, RU, SC, SD, SE, SG, SK, SL, SM, SV, SY, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW.
African Regional Intellectual Property Organization (BW, GH, GM, KE, LS, MW, MZ, NA, SD, SL, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Organization (AM, AZ, BY, KG, KZ, MD, RU, TJ, TM)
European Patent Office (AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MT, NL, NO, PL, PT, RO, SE, SI, SK, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, ML, MR, NE, SN, TD, TG).
Publication Language: English (EN)
Filing Language: English (EN)