Wells Fargo Bank, N.a.

Brett David Ehrlich

Tyua Larsen Fraser

Kimarie Pike Matthews

Timothy J Shipman

Gregory Scott Hill

Robin J Cusimano

Richard Castanho

Colleen Reardon Graham

Germaine S Chee

James W Pedersen

Jack Mackouse

Brian Paul McMahon

Matthew Krakowiecki

Pearl Kolling

Elizabeth Hoople

Kevin Rhein

Kathy Yee

Disclosed in some examples are methods, systems, and machine-readable mediums which provide for an agent support application with a plurality of plug-in communication support assistants. Each of the plurality of plug-in communication support assistants monitors communications between the agents and customers for different conversational triggers. Conversational triggers may be any conversation, either by the agent or the customer, that the communication support assistant is trained to detect. Upon detecting one of these conversational triggers, the plug-in communication support assistant provides one or more suggestions to the agent.

Chat communication support assistants

A data management system includes a storage device configured to store financial data for a plurality of financial transactions, the financial data for the plurality of financial transactions being associated with a plurality of different accounts of a user, each of the plurality of financial transactions being associated with one of a plurality of transaction categories. The system further includes a server coupled to the storage device and configured to retrieve the financial data for the plurality of financial transactions from the data storage device; receive a request from the user to generate a budget for the user, the budget including budget cash flow amounts for the plurality of transaction categories, determine an average cash flow amount for each of the plurality of transaction categories, the average cash flow amount for each of the transaction categories being based on the financial data for financial transactions associated with the transaction category.

Systems for data management and financial budgeting

A data management system includes a storage device configured to store financial data for a plurality of financial transactions, the financial data for the plurality of financial transactions being associated with a plurality of different accounts of a user, each of the plurality of financial transactions being associated with one of a plurality of transaction categories. The system further includes a server coupled to the storage device and configured to retrieve the financial data for the plurality of financial transactions from the data storage device; receive a request from the user to generate a budget for the user, the budget including budget cash flow amounts for the plurality of transaction categories, determine an average cash flow amount for each of the plurality of transaction categories, the average cash flow amount for each of the transaction categories being based on the financial data for financial transactions associated with the transaction category, generate a budget report including the budget cash flow amount for each of the plurality of transaction categories, the budget cash flow amount for each transaction category being determined based on the average cash flow amount for the transaction category, and provide the budget report to the user.

System and method for data management and financial budgeting

Growing community of inventors

San Carlos, CA, United States of America

Brett David Ehrlich