Royal Bank of Canada
GENERATING AND PRESENTING USER INSIGHTS IN ASSOCIATION WITH USER-TO-USER ELECTRONIC COMMUNICATION

Abstract:

Disclosed are systems, methods, and devices for presenting customer insights in association with an electronic customer relationship management tool. A graphical user interface (GUI) is presented to a user. The GUI has a first region having GUI elements of the customer relationship management tool, and a second region having GUI elements for presenting at least one customer insight, the second region displayed when the first region is displayed and proximate to the first region. Upon receiving an identifier identifying a particular customer, at least one machine-learning derived insight relevant to the identified customer is displaying to the user in the second region when receiving user input signals via the GUI elements of the first region.