Citibank, N.a.

Citigroup Technology, Inc.

Sam Lising

Christopher Eric Kay

Tim Kobe

Raul Paredes

Christopher E Kay

Sanjeev Mehra

Sopnendu Mohanty

A computer-implemented method for customizing a user interface comprises receiving, from a touchpoint device, identification information entered by a user; accessing a record of the user from a database using the received identification information; determining whether the record has any application windows configured for the user interface on the touchpoint device; transmitting, by a server to the touchpoint device, at least a first financial application window and a second financial application window identified by the record of the user for display of the first financial application window and the second financial application window simultaneously on the user interface of the touchpoint device; receiving instructions from the user via the first financial application window to perform a financial transaction; and performing, by a server, the financial transaction while the touchpoint device displays at least the first financial application window and the second financial application window, wherein the first financial application window and the second financial application window are updated with real-time information.

System and method for customizing real-time applications on a user interface

Display screen of an electronic device with graphical user interface

Embodiments described can more effectively complete complicated service transactions in a more efficient manner by having a team of well-trained professionals who are instantly 'streamed' into any location as necessary. A two-way communication system can provide instant or quick access to the right expert at the right point in time, thereby converting what might otherwise be a negative customer experience into a positive sales and service opportunity. A computer implemented method for providing customer support comprises receiving, by a touchpoint device, identification information from a user of the touchpoint device; receiving the identification information; providing an electronic document to the user; receiving an input from the user requesting a session with a representative; selecting a representative based at least in part on the electronic document; providing information about the electronic document to the representative; and establishing a connection between the representative and the touchpoint device.

System and method for providing customer support on a user interface

Display of an electronic device with graphical user interface

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San Francisco, CA, United States of America

Sam Lising