Wells Fargo Bank, N.a.

Eric Vanderleek

Ryan McMahon

Holly Benedict

Vincent J Hill, Sr

Heather Blanchard

Karin Geldfeld

Ashish Bhoopen Kurani

Nick Gambale

Dana Roytenberg

Kayla Palm

A provider institution computing system determining a goal of the customer of the provider institution, determining context information related to the goal, generating a first set of sub-goals for the goal of the customer, the first set of sub-goals defining a first group of steps required to be met by the customer to reach the goal, determining a current status of the customer relating to the first set of sub-goals and the goal, generating a second set of sub-goals for the goal of the customer corresponding to a first change in the context information, the second set of sub-goals being different than the first set of sub-goals, wherein the goal remains unchanged upon generating the second set of sub-goals, and responsive to determining that at least one transaction fails to conform with the goal, blocking, by the artificial intelligence circuit, the at least one transaction.

Adaptive life advisor system

A system includes a network interface coupled to a network, a profile database coupled to the network interface and configured to store profile information relating to a plurality of users, and at least one processing circuit. The at least one processing circuit is configured to: receive, via the network interface, search criteria from a first device associated with a first user; cause profile information relating to one or more other users based on the search criteria to be transmitted to the first device via the network interface; receive, via the network interface, an indication of a selection of a user of the one or more other users from the first device; monitor and analyze communications between a second device associated with the selected user and the first device; and transmit a message to at least one of the first device or the second device regarding the analyzed communications.

Systems and methods for providing user profile search results

A system includes a network interface, a profile database configured to store profile information relating to a plurality of users, and a processing circuit. The processing circuit is configured to: receive a search criteria from a first device associated with a first user; cause profile information relating to one or more users based on the search criteria to be transmitted to the first device; monitor and analyze communications between a second device associated with a selected user and the first device associated with the first user; determine, based on the analyzed communications, one or more terms of an agreement between the first user and the selected user; transmit a notification to the first device prompting the first user to add a first electronic signature to the agreement; and transmit a notification to the second device prompting the selected user to add a second electronic signature to the agreement.

Systems and methods for processing and presentation of advisor-related data

Examples described herein relate to apparatuses and methods for providing automated advising services to a customer of a provider institution, including but not limited to a provider institution computing system determining a goal of the customer based on a user input of the customer, generating a set of sub-goals for the goal, determining a current status of the customer relating to the sub-goals and the goal, determining whether the current status of the customer meets any sub-goals and a projected status of the customer indicating whether the customer is projected to meet the goal, and sending a notification to a user device of the customer notifying the customer of a completion state of the goal based on at least one of the sub-goals met by the current status of the customer and whether the customer is projected to meet the goal.

A method includes aggregating profile information corresponding to a plurality of advisors; receiving a search criteria from a first mobile device associated with a first advisor; determining a search result comprising one or more advisors from the plurality of advisors based on the profile information of the one or more advisors meeting the search criteria; receiving an indication of a selection of an advisor of the one or more advisors from the first mobile device; establishing a communication session between the first mobile device associated with the first advisor and a second mobile device associated with the selected advisor; monitoring and analyzing communications between the second mobile device associated with the selected advisor and the first mobile device associated with the first advisor; and generating a partnership agreement to formalize a wealth management business relationship between the first advisor and the selected advisor including the one or more terms.

A system includes a network interface communicably coupled to a network. The system also includes a profile database communicably coupled to the network interface and configured to store profile information relating to a plurality of advisors, and a matching circuit communicably coupled to the provider database and the network interface. The matching circuit is configured to determine a match comprising a first matched advisor from the plurality of advisors and a second matched advisor from the plurality of advisors based on the profile information by determining that a wealth management practice of the first matched advisor has greater than a threshold probability of benefitting from a partnership with the second matched advisor and to cause profile information relating to the second matched advisor to be transmitted to a mobile device of the first matched advisor via the network.

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High Ridge, MO, United States of America

Eric Vanderleek