US 11,720,860 B1
Systems and methods for processing and presentation of advisor-related data
Holly Benedict, Davidson, NC (US); Heather Blanchard, Maple Plain, MN (US); Karin Geldfeld, San Francisco, CA (US); Vincent J. Hill, Sr., Harrisburg, PA (US); Ryan McMahon, San Francisco, CA (US); and Eric Vanderleek, High Ridge, MO (US)
Assigned to Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed by Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed on Dec. 13, 2021, as Appl. No. 17/549,742.
Application 17/549,742 is a continuation of application No. 17/020,025, filed on Sep. 14, 2020, granted, now 11,200,541.
Application 17/020,025 is a continuation of application No. 16/035,278, filed on Jul. 13, 2018, granted, now 10,776,758.
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 10/1053 (2023.01); G06Q 10/0639 (2023.01); G06Q 40/08 (2012.01); G06Q 50/00 (2012.01)
CPC G06Q 10/1053 (2013.01) [G06Q 10/06398 (2013.01); G06Q 40/08 (2013.01); G06Q 50/01 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A system, comprising:
a network interface coupled to a network;
a profile database coupled to the network interface and configured to store profile information relating to a plurality of users; and
a processing circuit coupled to the profile database and the network interface, the processing circuit configured to:
receive, via the network interface, search criteria from a first device associated with a first user from the plurality of users;
cause profile information relating to one or more users based on the search criteria to be transmitted to the first device via the network interface;
receive, via the network interface, an indication of a selection of a user of the one or more users from the first device associated with the first user;
monitor and analyze communications between a second device associated with the selected user and the first device associated with the first user;
determine, based on the analyzed communications, one or more terms of an agreement between the first user and the selected user via an automatic capture of the one or more terms using natural language processing;
generate the agreement between the first user and the selected user, the agreement including the one or more terms;
transmit a first notification to the first device prompting the first user to add a first electronic signature to the agreement; and
transmit a second notification to the second device prompting the selected user to add a second electronic signature to the agreement.