05231571 is referenced by 214 patents and cites 19 patents.

A personal financial assistant computer method includes customer terminals at financial institution branch offices or other locations. Each customer terminal stores financial information for the particular financial services (such as insurance, annuities, bonds, mortgages or loans) sold at that terminal. A display is also provided at each terminal for displaying selected information. At least one representative terminal is provided at a central location and includes a display and keyboard. A telephone link is also provided between the customer terminals and the representative terminals for voice communication. According to the invention, a representative at the representative terminal controls the customer terminal in response to commands initiated from the input device, thereby displaying financial service information at the customer terminal under control of the representative terminal. All display of information at the customer terminal is controlled by the representative in response to one-on-one conversations between the representative and a customer over the telephone line.

Title
Personal financial assistant computer method
Application Number
7/567306
Publication Number
5231571
Application Date
August 14, 1990
Publication Date
July 27, 1993
Inventor
Richard J D Agostino
Charlotte
NC, US
Agent
Bell Seltzer Park & Gibson
Assignee
Personal Financial Assistant
NC, US
IPC
G06F 15/21
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