Wells Fargo Bank, N.A.

Kayla Palm

Ashish Bhoopen Kurani

Eric Vanderleek

Nick Gambale

Dana Roytenberg

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

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.

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San Francisco, CA, United States of America

Kayla Palm