Kimberly Goodwin Lewis

US Patent:

20100106635, Apr 29, 2010

Filed:

Oct 7, 2009

Appl. No.:

12/575270

Inventors:

Kimberly Lynn Lewis - Charlotte NC, US
John R. Hutwagner - East Point GA, US
Candy Elaine Jones - Bolingbrook IL, US
Nausheen Fatima Nihal - Plano TX, US
Raul B. Renderos - Tampa FL, US
Mary Riley - Denver NC, US
Stephanie F. Seugling - Concord NC, US

Assignee:

BANK OF AMERICA CORPORATION - Charlotte NC

International Classification:

G06Q 40/00

US Classification:

705 35

Abstract:

Embodiments of the present invention are directed to methods, systems and computer program products for developing a client relationship program. The method for developing a client relationship program includes determining information desired to be included in a client relationship profile, inputting client identification information into an interface and querying a plurality of operation's areas systems with the client identification information.

US Patent:

20150213394, Jul 30, 2015

Filed:

Jan 29, 2014

Appl. No.:

14/167725

Inventors:

- Charlotte NC, US
Christopher A. Dubey - Alpharetta GA, US
Amy B. Fox - Charlotte NC, US
Kimberly Lynn Lewis - Charlotte NC, US
Nicholas William Mason - Charlotte NC, US
Lee James Tarran - Longfield, GB
Arthur Tsirtsakis - Singapore, SG

Assignee:

BANK OF AMERICA CORPORATION - Charlotte NC

International Classification:

G06Q 10/06

Abstract:

Embodiments of the present invention provide clients with single contact points for communication channels in order to submit client requests for accounts in various regions. Depending on the type of client and the type of client request, the client requests are routed to the appropriate representatives for resolving the client requests without passing off the clients to multiple representatives that handle different types of client requests. The representatives may include dedicated service representatives, a group of dedicated service representatives, general service representatives, a general international team of representatives working the business hours of the client, and individual regional teams of representatives. The representatives may utilize a case management tool to open cases for client requests and track the cases throughout the resolution process. Additionally, representatives may utilize an assignment tool as a source of information to determine how to route the client requests within the institution for resolution.

US Patent:

20150213455, Jul 30, 2015

Filed:

Jan 29, 2014

Appl. No.:

14/167734

Inventors:

- Charlotte NC, US
Christopher A. Dubey - Alpharetta GA, US
Amy B. Fox - Charlotte NC, US
Kimberly Lynn Lewis - Charlotte NC, US
Nicholas William Mason - Charlotte NC, US
Lee James Tarran - Longfield, GB
Arthur Tsirtsakis - Singapore, SG

Assignee:

Bank of America Corporation - Charlotte NC

International Classification:

G06Q 30/00

Abstract:

Embodiments of the present invention provide clients with single contact points for communication channels in order to submit client requests for accounts in various regions. Depending on the type of client and the type of client request, the client requests are routed to the appropriate representatives for resolving the client requests without passing off the clients to multiple representatives that handle different types of client requests. The representatives may include dedicated service representatives, a group of dedicated service representatives, general service representatives, a general international team of representatives working the business hours of the client, and individual regional teams of representatives. The representatives may utilize a case management tool to open cases for client requests and track the cases throughout the resolution process. Additionally, representatives may utilize an assignment tool as a source of information to determine how to route the client requests within the institution for resolution.