US Patent Issued on May 12 for "Methods and systems for generating a financial plan and streamlining client onboarding" (Florida Inventor)

ALEXANDRIA, Va., May 12 -- United States Patent no. 12,626,304, issued on May 12.

"Methods and systems for generating a financial plan and streamlining client onboarding" was invented by Spencer Jake Gauta (Tampa, Fla.).

According to the abstract* released by the U.S. Patent & Trademark Office: "A computer implemented method and system for using machine learning and artificial intelligence to generate a financial plan and streamline client onboarding is disclosed. The computer implemented method includes identifying first financial information from a recording of a first conversation between a first, a second and a third computing device, querying in a connected database, a preprogrammed financial plan algorithm for generating a provision...