Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's financial information for use in presenting account activity associated with at least one of the customer's accounts maintained by a financial institution. The system receives a request to view account activity in which the request specifies a format for viewing the account activity. In response to receiving the request, the system retrieves data related to one or more funds transfers associated with the at least one account and present the account activity in the requested format for viewing the account activity.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's financial information for use in presenting account activity associated with at least one of the customer's accounts maintained by a financial institution. The system receives a request to view account activity in which the request specifies a format for viewing the account activity. In response to receiving the request, the system retrieves data related to one or more funds transfers associated with the at least one account and present the account activity in the requested format for viewing the account activity.

Abstract: Efficient and easy scheduling of future transfers and, specifically, recurring future transfers is provided for within a consolidated fund transfer management platform. In this regard, the platform is configured to identify transfer patterns based on a customer's historical fund transfers and the customer's current transfer request inputs, such as transferor account, transferee/transferee account, transfer amount and the like. In response to identifying the transfer pattern, the platform is configured to suggest to the customer setting-up a recurring transfer, such that future transfers indicated in the pattern will occur automatically on a recurring basis. Once the customer has selected the suggested recurring transfer option the customer is presented with applicable frequency and duration options for establishing the recurring transfer. In this regard, the platform is highly intuitive to the user, such that the user can easily configure future transfers and, specifically, future recurring transfers.

Abstract: An intuitive and consolidated platform for managing fund transfers is disclosed. The comprehensive platform allows a customer to make fund transfers between their financial accounts, both internal and external, including domestic and international, as well as, transfers to third-party accounts (e.g., family, friends, business and the like), including accounts held domestically and internationally. The intuitive aspect of the platform provides transfer options specific to the selected transfer type and the selected transfer account.

Abstract: An intuitive layout of a user-interface, otherwise referred to as a GUI or digital form, within a platform for managing fund transfers. The invention provides for customers to select a transferor account and a transferee account and/or recipient and, in response to selection, be presented with display of transfer options that are specific to the transfer type and/or transfer accounts. Moreover, the transfer information that is displayed is positioned within the user-interface so as to provide the customer with a clear indication of what information needs to be inputted or otherwise selected to manage the transfer of funds. As such the present invention provides a consolidated and simplified approach to managing fund transfer requests; thus making it easy for customers to conduct and schedule fund transfers.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's contact information and external account information for use in presenting contact and accounts associated with the customer. The system presents a consolidated view of both the customer's contacts and external account. Transfers are then processed using at least one of the contact information associated with the one or more contacts and the account information associated with the one or more external accounts.