Abstract: The present invention, in one embodiment, provides an architecture that allows a first agent to bind one or more customer-escalated work items of different media types already assigned to him with a consult interaction of an entirely different media type such that a target agent consulted has a contextual view of all the interactions owned by the first agent. Typically, the interaction grouping is post-assignment, and the context is provided to the target agent in the course of, and by means of, an agent consult.

Abstract: A system and method for allowing a customer to create savings goals for one or more savings categories is provided. More particularly, the customer is enabled to contribute to the one or more savings categories an amount of funds equal to the sum of annuity payment amounts and customer-specified percentages of payroll deposits. When a predetermined number of customers meet and/or exceed a common savings goal, the customers who met and/or exceeded the common savings goal is presented with an offer featuring a discounted group rate based on the predetermined number of customers who met and/or exceeded the common savings goal. The savings goal(s) of each customer may be adjusted based on other savings goal balances.

Abstract: A system and method for providing a dynamic savings allocation account. The dynamic savings allocation account includes customer-defined savings categories within the account that act as sub-accounts. The customer may create savings categories and set parameters such as the goal amount to be reached, the time to reach the goal, how much or what percentage to be allocated to each category per deposit, etc. As the customer deposits funds into the dynamic savings allocation account, the deposit is automatically allocated to each savings category as defined by the customer. As goals are reached, customers may opt to take advantage of group purchasing benefits offered by the financial institution for some in-demand items. Alternatively, the financial institution, in partnering with third-party vendors may perform targeted sales campaigns.

Abstract: A system and method for providing a dynamic savings allocation account. The dynamic savings allocation account includes customer-defined savings categories within the account that act as sub-accounts. The customer may create savings categories and set parameters such as the goal amount to be reached, the time to reach the goal, how much or what percentage to be allocated to each category per deposit, etc. As the customer deposits funds into the dynamic savings allocation account, the deposit is automatically allocated to each savings category as defined by the customer. As goals are reached, customers may opt to take advantage of group purchasing benefits offered by the financial institution for some in-demand items. Alternatively, the financial institution, in partnering with third-party vendors may perform targeted sales campaigns.