US 11,694,256 B1
Mobile enabled activation of a bank account
Miranda Hill, Seattle, WA (US); and Christin Chan, Pleasanton, CA (US)
Assigned to Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed by Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed on Oct. 19, 2021, as Appl. No. 17/505,535.
Application 17/505,535 is a continuation of application No. 15/391,482, filed on Dec. 27, 2016, abandoned.
Application 15/391,482 is a continuation of application No. 14/509,219, filed on Oct. 8, 2014, abandoned.
Claims priority of provisional application 61/889,424, filed on Oct. 10, 2013.
Int. Cl. G06Q 40/02 (2023.01); G06Q 10/107 (2023.01)
CPC G06Q 40/02 (2013.01) [G06Q 10/107 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method of activating a bank account via communication between a bank computer system and a client device associated with a customer, the method comprising:
receiving, by the bank computer system from a bank store computer, contact information for contacting the customer via a communication medium;
transmitting, by the bank computer system to the client device via the communication medium, a message comprising a selectable link, the selectable link including an expiration parameter that deactivates the selectable link after a first set amount of time;
upon receipt of a selection of the selectable link within the first set amount of time, establishing, by the bank computer system, a connection with the client device via a communication network for a simultaneous browsing experience, the connection being established while the client device is located within a bank store location associated with the bank store computer;
transmitting, by the bank computer system to the client device during the simultaneous browsing experience, first information for display via a graphical user interface (GUI);
receiving, by the bank computer system from the bank store computer during the simultaneous browsing experience, customer information relating to activation of the bank account during the display of the first information via the GUI on the client device while the customer is engaged in an in-person interaction with a bank representative;
transmitting, by the bank computer system to the client device during the simultaneous browsing experience, second information for display via the GUI comprising the customer information while the client device is located within the bank store location, the second information displayed subsequent to the first information for display, the second information configured to be displayed with an interactive slider component;
receiving, by the bank computer system from the client device during the simultaneous browsing experience, a customer input via the interactive slider component while the client device is located within the bank store location;
identifying, by the bank computer system, at least one of a product or service based on the customer input;
transmitting, by the bank computer system to the client device during the simultaneous browsing experience, third information regarding the at least one of the product or service for display on the client device, the third information including a second selectable link associated the identified at least one of the product or service, the second selectable link including a second expiration parameter that deactivates the second selectable link within a second set amount of time;
receiving, by the bank computer system from the client device during the simultaneous browsing experience, a second selection of the second selectable link associated with the identified at least one of the product or service within the second set amount of time; and
opening, by the bank computer system, a first account based on the customer information and the customer input received from the client device during the simultaneous browsing experience, and opening a second account according to the identified at least one of the product or service and based on the selection of the second selectable link, the customer information, and the customer input received from the client device.