| Systems and methods for processing digital experience information |
2022-10-19 |
2023-2-09 |
|
| User interfaces and system including same |
2021-1-15 |
2022-3-08 |
2022-3-08 |
| Systems and methods for developing digital experience applications |
2020-11-02 |
2023-7-25 |
2023-7-25 |
| Online Home Affordability Tool |
2018-4-19 |
2018-10-25 |
|
| Transferring funds between financial accounts of two accountholders |
2017-11-30 |
2018-3-29 |
|
| Systems and Methods for Managing Home Mortgage Loans |
2015-12-03 |
2016-6-09 |
|
| System and method for communication between participants and administrators for … |
2015-7-30 |
2023-4-04 |
2023-4-04 |
| Automated healthcare cash account reconciliation system |
2015-1-23 |
2020-9-22 |
2020-9-22 |
| Systems and methods for determining an earnings portion of a distribution from … |
2014-9-22 |
2015-7-02 |
|
| Cash sweep account platform system and method |
2014-1-13 |
2014-10-09 |
|
| Systems and methods for projecting and managing cash-out flow for financial … |
2013-12-06 |
2020-2-04 |
2020-2-04 |
| System of reverse call branch off-load |
2013-11-01 |
2015-5-12 |
2015-5-12 |
| Method of reverse call branch off-load |
2013-10-23 |
2015-5-05 |
2015-5-05 |
| Accounts payable process |
2013-3-15 |
2014-7-15 |
2014-7-15 |
| Systems and methods for scheduling and tracking account activity |
2013-3-11 |
2019-5-07 |
2019-5-07 |
| Assessment construction tool |
2013-2-05 |
2017-6-06 |
2017-6-06 |
| Income analysis tools for wealth management |
2012-11-26 |
2013-12-10 |
2013-12-10 |
| Tracking customer spending and income |
2012-6-22 |
2014-3-25 |
2014-3-25 |
| Systems and methods for credit management risk rating and approval |
2012-4-02 |
2012-10-16 |
2012-10-16 |
| System and method for reordering checks |
2012-4-02 |
2013-4-23 |
2013-4-23 |
| Providing financial account information to users |
2012-1-20 |
2019-1-01 |
2019-1-01 |
| Search and display of human resources information |
2011-12-13 |
2015-8-04 |
2015-8-04 |
| Family purchase card for developing financial management skills |
2011-11-21 |
2012-10-16 |
2012-10-16 |
| Mutual fund customer identification |
2011-10-21 |
2014-7-01 |
2014-7-01 |
| Apparatus, systems and methods for transformation services |
2011-4-18 |
2014-10-21 |
2014-10-21 |
| Net worth analysis tools |
2011-2-28 |
2017-5-30 |
2017-5-30 |
| Wealth allocation analysis tools |
2011-2-28 |
2013-2-12 |
2013-2-12 |
| Time period analysis tools for wealth management transactions |
2011-2-28 |
2017-12-26 |
2017-12-26 |
| Business constructs |
2011-1-18 |
2013-1-15 |
2013-1-15 |
| Business constructs |
2011-1-18 |
2013-2-05 |
2013-2-05 |
| Alert event platform |
2011-1-04 |
2014-10-07 |
2014-10-07 |
| Alert event platform |
2011-1-04 |
2021-7-06 |
2021-7-06 |
| Mapping business questions to source system data elements |
2010-10-01 |
2014-1-21 |
2014-1-21 |
| Mapping business questions to source system data elements |
2010-10-01 |
2014-4-08 |
2014-4-08 |
| System and Method for Conducting an Optimized Customer Identification Program |
2010-9-07 |
2011-3-17 |
|
| Acquisition wave management |
2010-9-01 |
2013-8-06 |
2013-8-06 |
| Investor retirement lifestyle planning tool |
2010-7-02 |
2022-10-18 |
2022-10-18 |
| Investor personality tool |
2010-7-02 |
2013-4-09 |
2013-4-09 |
| Investor personality tool |
2010-7-02 |
2013-4-16 |
2013-4-16 |
| Investor retirement lifestyle planning tool |
2010-7-02 |
2022-10-18 |
2022-10-18 |
| Methods and systems for network management using periodic status messages in … |
2010-7-01 |
2012-3-13 |
2012-3-13 |
| Methods and systems for monitoring, analyzing and reporting information in … |
2010-6-24 |
2010-12-23 |
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| Methods and systems for processing and communicating financial transaction data |
2010-5-05 |
2011-9-20 |
2011-9-20 |
| Assessment construction tool |
2010-4-21 |
2013-3-19 |
2013-3-19 |
| Enhanced demand deposit accounts |
2010-4-12 |
2011-2-15 |
2011-2-15 |
| Investment management marketing tool |
2010-4-06 |
2014-7-15 |
2014-7-15 |
| Investment management marketing tool |
2010-4-06 |
2014-7-29 |
2014-7-29 |
| Electronic cash letter processing |
2010-2-09 |
2013-11-12 |
2013-11-12 |
| Electronic cash letter processing |
2010-2-09 |
2013-11-05 |
2013-11-05 |
| Requesting reimbursement for transactions |
2010-1-29 |
2015-2-24 |
2015-2-24 |
| Secondary purchase card for financial transactions (“cap card”) |
2010-1-19 |
2019-8-20 |
2019-8-20 |
| Mainframe-based web service development accelerator |
2010-1-15 |
2013-7-02 |
2013-7-02 |
| Mainframe-based web service development accelerator |
2010-1-15 |
2013-8-13 |
2013-8-13 |
| Mainframe-based web service development accelerator |
2010-1-15 |
2013-10-08 |
2013-10-08 |
| Overdraft threshold analysis and decisioning |
2009-11-09 |
2011-11-22 |
2011-11-22 |
| Enterprise architecture diagramming systems and methods |
2009-9-09 |
2015-6-30 |
2015-6-30 |
| Enterprise architecture diagramming systems and methods |
2009-9-09 |
2013-1-01 |
2013-1-01 |
| Database conversion tool |
2009-7-20 |
2019-2-12 |
2019-2-12 |
| Bundled financial accounts |
2009-6-23 |
2019-6-25 |
2019-6-25 |
| Systems and methods for computer equipment management |
2009-2-13 |
2017-8-22 |
2017-8-22 |
| User interface with controller for selectively redistributing funds between … |
2009-2-06 |
2020-1-21 |
2020-1-21 |
| Systems and methods for facilitating transfers between accounts |
2009-2-02 |
2013-4-16 |
2013-4-16 |
| Wiki-facilitated enterprise architecture repository |
2008-12-18 |
2012-8-14 |
2012-8-14 |
| Mainframe-based data communication and processing |
2008-10-09 |
2010-8-04 |
|
| Mainframe-based browser |
2008-10-09 |
2009-4-16 |
|
| Self-modification of a mainframe-based business rules engine construction tool |
2008-10-09 |
2013-2-05 |
2013-2-05 |
| Configuring and constructing applications in a mainframe-based computing … |
2008-10-09 |
2013-10-29 |
2013-10-29 |
| Mainframe-based business rules engine construction tool |
2008-10-09 |
2013-1-29 |
2013-1-29 |
| Savings system based on time of transaction |
2008-9-29 |
2010-5-25 |
2010-5-25 |
| Outlier trade detection for securities lending transactions |
2008-7-15 |
2011-7-05 |
2011-7-05 |
| Savings system based on cent portion of transaction amount |
2008-6-18 |
2019-5-14 |
2019-5-14 |
| Methods and systems for automated data collection and analysis |
2008-6-17 |
2013-10-29 |
2013-10-29 |
| Hidden money folders |
2008-5-16 |
2019-4-30 |
2019-4-30 |
| Financial email |
2008-5-15 |
2014-6-10 |
2014-6-10 |
| Transferring funds between parties' financial accounts |
2008-5-12 |
2013-3-19 |
2013-3-19 |
| Tracking customer spending |
2008-5-12 |
2014-7-01 |
2014-7-01 |
| Promoting compliance by financial institutions with due diligence requirements |
2008-1-25 |
2011-4-19 |
2011-4-19 |
| Accounts payable process |
2007-8-08 |
2007-11-22 |
|
| Improved network management |
2007-5-25 |
2008-8-14 |
|
| Extending availability of business date driven applications |
2007-5-18 |
2022-5-17 |
2022-5-17 |
| Methods and systems for analyzing the status of an entity and its financial … |
2007-4-27 |
2011-5-03 |
2011-5-03 |
| Network management for automated teller machines |
2007-2-06 |
2010-7-06 |
2010-7-06 |
| Network management for a plurality of agents using periodic status messages |
2007-2-06 |
2010-7-20 |
2010-7-20 |
| Monitoring, alerting and confirming resolution of critical business and … |
2006-8-02 |
2007-2-08 |
|
| Methods and systems for processing and managing corporate action information … |
2003-7-31 |
2009-11-24 |
2009-11-24 |
| Visual asset structuring tool |
2003-1-27 |
2016-4-12 |
2016-4-12 |
| Methods and systems for asset/loan management and processing |
2003-1-03 |
2010-12-28 |
2010-12-28 |