Wells Fargo Bank, N.a.

Richard Randolph Crowder

John C Brenner

James Dalton Cahill

Zar John Toolan

Darrell Todd Slawson

Melissa Leisse

Miguel A Ruiz

A computer-implemented method may include retrieving, using at least one processor, a goal associated with a user from a user profile; generating, using the at least one processor, based in part on contextual information associated with the user, a plurality of metrics for the goal; based on the plurality of metrics and using the at least one processor, generating an action recommendation with respect to completion of the goal; and presenting the action recommendation to a user device of the user.

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Glen Allen, VA, United States of America

Richard Randolph Crowder