STREAMLINING APPLICATION FOR SIMULATING FINANCIAL DECISION EFFECTS

Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing financial decision simulations. An exemplary apparatus may be configured to provide access to a financial managem...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: Guido Anthony David, Johansen Joseph Neil
Format: Patent
Sprache:eng
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Beschreibung
Zusammenfassung:Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing financial decision simulations. An exemplary apparatus may be configured to provide access to a financial management dashboard that interfaces with an online banking platform to access a customer's financial information to present a holistic financial view of the customer that comprises one or more financial parameters associated with the customers current finances. The financial management application dashboard may comprise at least one adjustment device for altering the one or more financial parameters associated with the customers finances such that a simulation algorithm is executed in response to the customer adjusting the at least one financial parameter. The system may then present an updated holistic financial view of the customer's future finances.