US 12,347,331 B1
Planning, advice, and execution platform including techniques for improving advice through user interactions
Michael Liersch, New York, NY (US); Evelyn Varner, Philadelphia, PA (US); Karen McLean, Winchester, MA (US); and David Joseph Furst, Boston, MA (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 Nov. 18, 2022, as Appl. No. 17/990,298.
Int. Cl. G09B 19/00 (2006.01); G06Q 40/06 (2012.01); G09B 5/02 (2006.01); G09B 5/06 (2006.01)
CPC G09B 19/00 (2013.01) [G06Q 40/06 (2013.01); G09B 5/02 (2013.01); G09B 5/065 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A computer-implemented method, comprising:
providing first advice content via a first graphical user interface (GUI) on a first device associated with a user, wherein the first advice content is selected to provide to the user based on a user dataset;
monitoring input received via the first GUI;
determining feedback regarding the first advice content based on input received via the first GUI, wherein the input indicates the first advice content as being irrelevent to the user;
modifying the user dataset based on the feedback to produce an updated user dataset;
providing second advice content via a second GUI on a second device associated with the user, wherein the second advice content is different from the first advice content, and wherein the second advice content is selected to be provided to the user based on the updated user dataset;
determining, after providing the second advice content, a life event associated with the user;
determining a relevance of the first advice content based on the life event; and
providing, based on the determination of the relevance of the first advice content, third advice content comprising the first advice content via a third GUI.