Abstract: The present embodiments relate to identifying a user on an external platform as a client of an entity and managing interactions with the user. An input provided by the user on an external platform can be parsed to derive user-specific social media data for the user. The user-specific social media data can be compared with client information maintained in a client database and a harvested social media database to identify the user as a client. A verification message can be sent to the user via a messaging application of the external platform to receive semi-private client data and verify the identity of the user. A response can be generated for the user based on client information. The response to the user can include a link to a secure messaging application to enable secure data communication between the user and the client.

Abstract: Methods and systems described in this disclosure are directed at developing a life planner for a user based on data collected from various data sources. The life plan is displayed using a timeline that includes events generated from the collected data. As additional data is received, the timeline is updated to reflect the changes or additions to the data. In some embodiments, the life plan includes recommendations and predictions pertaining to a financial plan for the user based on his or her expenses and income.

Abstract: Methods and systems described in this disclosure are directed at developing a life planner for a user based on data collected from various data sources. The life plan is displayed using a timeline that includes events generated from the collected data. As additional data is received, the timeline is updated to reflect the changes or additions to the data. In some embodiments, the life plan includes recommendations and predictions pertaining to a financial plan for the user based on his or her expenses and income.