Bank of America Corporation
SYSTEMS AND METHODS FOR COLLABORATIVE RESOURCE ACTIONS BETWEEN RESOURCE ACCOUNTS

Abstract:

The present disclosure embraces a system, methods and computer program products for the intelligent on-boarding, support, education of supervised resource account users. The systems described herein allow for intelligent linkage of supervised resource accounts with existing accounts of a supervising user, creating tools for enhanced transfer of resources to a supervised user. The system offers interactivity and education opportunity along with resource transfers by determining resource allocation recommendations and providing goal-tracking capabilities.