{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-9747595","patent":{"patent_number":"US-9747595","title":"Readying customer data based on geo-location","assignee":null,"inventors":[],"filing_date":"2012-08-31T00:00:00.000Z","publication_date":"2017-08-29T00:00:00.000Z","cpc_codes":["G06Q","G06Q","G06Q","G06Q","G06Q"],"num_claims":19,"abstract":"In one embodiment, the invention involves a method for readying client financial data. The method comprises receiving a proximity distance; identifying a location of a mobile device of a financial professional (FP); identifying a location of a first client of the FP within the proximity distance from the location of the mobile device; downloading, by the mobile device and in response to identifying the first client, a first financial data item corresponding to the first client; and displaying, to the FP by the mobile device, the first financial data item."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Readying customer data based on geo-location","description":"In one embodiment, the invention involves a method for readying client financial data. The method comprises receiving a proximity distance; identifying a location of a mobile device of a financial pro","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-9747595","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-9747595","citation_suggestion":"Patentable. \"Readying customer data based on geo-location\" (US-9747595). https://patentable.app/patents/US-9747595","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-9747595","json":"https://patentable.app/api/llm-context/US-9747595","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-06-06T05:17:40.515Z"}