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SYSTEM FOR SHARING RETIREMENT SCORES BETWEEN SOCIAL GROUPS OF CUSTOMERS

  • US 20160275616A1
  • Filed: 03/20/2015
  • Published: 09/22/2016
  • Est. Priority Date: 03/20/2015
  • Status: Active Grant
First Claim
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1. A system for determining creating social network group membership for a user based on a projected retirement score of the user, the system comprising:

  • a memory;

    a communication device connected to a distributed network;

    a processing device;

    a software module stored in memory comprising executable instructions that when executed by the processing device, cause the processing device to;

    create a social network group, wherein membership to the social network group;

    receive from a personal computing device of a user connected to the distributed network, over the distributed network, a request for the user to join the social network group;

    receive from a financial management computing system connected to the distributed network, over the distributed network, financial information of the user;

    determine the projected retirement score of the user based on the financial information of the user, wherein the projected retirement score is an estimate of the user'"'"'s preparedness for retirement at a future predetermined date;

    determine a projected group retirement score range for the social network group;

    determine that the projected retirement score of the user is within the projected group retirement score range for the social network group;

    create a group membership for the user to join the social network group based on determining the projected retirement score of the user is within the projected group retirement score range for the social network group; and

    communicate to the computing device of the user, via the communication device over the distributed network, the projected retirement score of the user and the projected group retirement score range for the social network group.

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