STREAMLINING APPLICATION FOR INCENTIVE PROVISION

摘要

Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms. An exemplary apparatus may be configured to provide a financial management application, whereby the financial management application interfaces with an online banking platform to access a customer's financial information for use in streamlining the customer's finances and money management strategies; determine at least one goal associated with the customer; track progression towards the at least one goal; provide at least one incentive to the customer based on achievement of the at least one goal.

主权项

1. An apparatus for use in providing electronic financial management, whereby the apparatus streamlines customer finance and customer money management platforms and provides incentives based on customer money management trends, the apparatus comprising:
a memory; a computing processor; and a module stored in the memory, said module comprising instruction code executable by one or more computing processors, and configured to cause the one or more computing processors to: provide a financial management application, whereby the financial management application interfaces with an online banking platform to access a customer's financial information for use in streamlining the customer's finances and money management strategies; determine at least one goal associated with the customer; track progression towards the at least one goal; provide at least one incentive to the customer based on achievement of the at least one goal.