US Patent Issued to Wells Fargo Bank on July 1 for "Planning, advice, and execution platform including techniques for improving advice through user interactions" (New York, Massachusetts, Pennsylvania Inventors)

ALEXANDRIA, Va., July 3 -- United States Patent no. 12,347,331, issued on July 1, was assigned to Wells Fargo Bank N.A. (San Francisco).

"Planning, advice, and execution platform including techniques for improving advice through user interactions" was invented by Michael Liersch (New York), Evelyn Varner (Philadelphia), Karen McLean (Winchester, Mass.) and David Joseph Furst (Boston).

According to the abstract* released by the U.S. Patent & Trademark Office: "Various embodiments described hereby include components of a planning, advice, and execution (PAE) system configured to deliver an advice, planning, and attainment experience that focuses on understanding clients as human beings and what they want to accomplish with their life. The P...