United Services Automobile Association (usaa)

Stephen Holloway

Richard R Rohrbough

Nathan J Rowe

Lea B Sims

Michael Aaron McGlasson

Joseph Wall

Gualberto Camacho

Melisa Izaguirre

Paul LaFleur

Emily Eaton

Matthew J Kosub

Robert J Eckelbarger

Mollie Wendel

Lyndsey Nicole Stevens

A system may include a processor that may receive account information having a plurality of transactions associated with a bank account. The processor may then determine an expected burn rate of funds based on the account information, determine an expected savings balance at a first time based on the account information and the expected burn rate, generate an event in response to the expected savings balance being below a threshold, and send an alert including the event to a computing device associated with the user. The alert may indicate a status of the expected savings balance via an electronic display of the computing device.

Systems and methods for generating account forecast alerts

The present disclosure relates to methods and systems for providing personalized digital advice. A digital advisor service applies cross-entity historical interaction (e.g., behavior attributes) to one or more predictive models to identify one or more personalized goals for a user. The digital advisor service provides, via an application programming interface, the identified one or more personalized goals to an entity service, enabling the entity service to present the one or more personalized goals.

Systems and methods for digital advice

Display screen or portion thereof with a payday forecast graphical user interface

Display screen or portion thereof with graphical user interface

Display screen with animated graphical user interface

Growing community of inventors

San Antonio, TX, United States of America

Stephen Holloway