Abstract: Methods and systems described in this disclosure are directed at delivery of educational concepts for increasing the financial literacy of youths. In some embodiments, a mobile application program is disclosed that facilitates management of tasks assigned to youths, setting up a rewards program for participants that complete tasks successfully on time, integrating different types of data from various devices to determine whether an assigned task is successfully completed. In some embodiments, the disclosed platform can integrate with electronic payment systems managed by external third parties for rewarding youths on successfully completing the task.

Abstract: Embodiments disclosed herein may relate to systems and methods for managing work flow data collection for users across a wide area network comprising a diverse set of devices and processes and unifying the work process to be device agnostic. Embodiments disclosed herein may allow a single process having multiple steps to be retrieved and continued across multiple channels and devices with apparent continuity to the end-user. The status of each process step is tracked and the inputs are stored, providing the system with the requisite information when users continue processes on a different channel or device from the original channel or device. The system may host and execute processes that may be presented and manipulated across the various channels and devices, but without requiring engineers and developers to write or otherwise tailor software applications and network configurations to facilitate or allow multi-channel interactions.

Abstract: Methods and systems described in this disclosure are directed at delivery of educational concepts for increasing the financial literacy of youths. In some embodiments, a mobile application program is disclosed that facilitates management of tasks assigned to youths, setting up a rewards program for participants that complete tasks successfully on time, integrating different types of data from various devices to determine whether an assigned task is successfully completed. In some embodiments, the disclosed platform can integrate with electronic payment systems managed by external third parties for rewarding youths on successfully completing the task.

Abstract: Embodiments disclosed herein may relate to systems and methods for managing work flow data collection for users across a wide area network comprising a diverse set of devices and processes and unifying the work process to be device agnostic. Embodiments disclosed herein may allow a single process having multiple steps to be retrieved and continued across multiple channels and devices with apparent continuity to the end-user. The status of each process step is tracked and the inputs are stored, providing the system with the requisite information when users continue processes on a different channel or device from the original channel or device. The system may host and execute processes that may be presented and manipulated across the various channels and devices, but without requiring engineers and developers to write or otherwise tailor software applications and network configurations to facilitate or allow multi-channel interactions.

Abstract: A calendar may be provided to a user via a computing device and may provide a schedule of availability of one or more advisors for a call with the user. The user may schedule a call with a particular advisor or an advisor having expertise in a particular subject area, such as life insurance, annuities, savings accounts, credit cards, financial and retirement planning, etc. When the user requests a call with an advisor in a particular subject area, the calendar may show a composite of availabilities of the various advisors having expertise in a particular subject area or are associated with a particular subject area group. The user may schedule a call, modify or cancel an existing scheduled call, and provide information pertaining to a call request or scheduled call, for example, via the user computing device.