Patent attributes
A system for allowing improved communication between parties. The system includes a consumer data module that is configured to receive data describing a consumer. The consumer data includes data input by the consumer and/or data obtained from third party sources. A financial services professional data module receives data describing a financial services professional. The financial services professional data includes data input by the financial services professional and/or data obtained from third party sources. Databases are configured to store the consumer data and the financial services professional data. A communication module is configured to receive a request from a consumer to engage a financial services professional. A consumer finances module is configured to access financial information of the consumer upon obtaining authorization by the consumer. A matching engine is configured to identify one or more financial services professionals to present to the consumer based on the consumer data, the financial services profession data, and the financial information of the consumer. An engagement module is configured to receive from the consumer a selection of financial services professionals and transmit to the selected financial services professional an indication of the selection.
