Jason D Mcdougall

US Patent:

20140012740, Jan 9, 2014

Filed:

Jul 5, 2013

Appl. No.:

13/936046

Inventors:

Sashikanth Chandrasekaran - Belmont CA, US
Jason McDougall - New York NY, US

International Classification:

G06Q 40/00

US Classification:

705 39

Abstract:

A system and method to gather and analyze transaction records and demographics associated with a plurality of consultants is presented herein. A consultant is a user that creates a profile and provides access to one or more accounts at one or more financial institutions and/or demographic data. Transaction records collected from the one or more accounts are stripped of personally identifying data, analyzed, associated with a consultant's profile, and persistently stored. Demographic data may be collected from a consultant and/or derived from the consultant's transaction records, associated with the consultant's profile, and persistently stored. Surveys are targeted at consultants based, at least in part, on the transaction records and/or demographic data associated with each consultant's profile. Furthermore, database queries are fulfilled based on the transaction records and demographic data associated with one or more consultant profiles stored in the database.

US Patent:

20150254684, Sep 10, 2015

Filed:

May 19, 2015

Appl. No.:

14/716624

Inventors:

- New York NY, US
Sashikanth Chandrasekaran - Belmont CA, US
Jason McDougall - New York NY, US

International Classification:

G06Q 30/02
H04L 29/08

Abstract:

A system and method to gather and analyze transaction records and demographics associated with a plurality of consultants is presented herein. A consultant is a user that creates a profile and provides access to one or more accounts at one or more financial institutions and/or demographic data. Transaction records collected from the one or more accounts are stripped of personally identifying data, analyzed, associated with a consultant's profile, and persistently stored. Demographic data may be collected from a consultant and/or derived from the consultant's transaction records, associated with the consultant's profile, and persistently stored. Surveys are targeted at consultants based, at least in part, on the transaction records and/or demographic data associated with each consultant's profile. Furthermore, database queries are fulfilled based on the transaction records and demographic data associated with one or more consultant profiles stored in the database.