IP Library Patent Application 13904558
Patent Application
App. No. 13/904,558

SYSTEM AND METHOD FOR MANAGING SAVINGS OPPORTUNITIES

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Quick Facts
Patent No.
US None
App. No.
13/904,558
Abstract

Disclosed herein is a method of providing a user with one or more savings opportunities. The method comprising, gathering transaction data from a user's financial account, analyzing the transaction data for indications of savings opportunities, identifying savings opportunities from a database based on analysis and communicating the savings opportunities to the user.

Claims (12)

1 . A method for managing savings opportunities from one or more financial institutions in a single place, comprising:

gathering transaction data from a user's financial account;

analyzing the transaction data for an indication of a savings opportunity;

identifying at least one savings opportunity from a database based on the analysis;

communicating the at least one savings opportunity to the user;

enabling the user to manage the at least one savings opportunity using a digital wallet associated with the user.

2 . The method of claim 1 , wherein managing the savings opportunity further comprises;

enabling the user to interact with the savings opportunity within the digital wallet, wherein interacting comprises at least one of viewing, generating, managing, selecting, organizing, and redeeming.

3 . The method of claim 1 , further comprising:

accessing a geographic location of the user available to the digital wallet, wherein identifying is based on a proximity to the user's geographic location; and

alerting the user to the savings opportunity in proximity to the user.

4 . The method of claim 1 , wherein communicating includes alerting the user of at least one of a goal to be reached or an action required to obtain the savings opportunity.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 24, 2014
From: SATYAVOLU, RAMAKRISHNA VENKATA; SHANMUGAM, SARAVANA PERUMAL
To: TRUAXIS, INC.
Reel/Frame 032039/0894 →