Patent ID: 8706590

Claim:
A method for providing value exchange in conjunction with financial solution recommendations, the method comprising: receiving, via a computing device, one or more inputs that each define criteria for recommending financial solutions; determining, via a computing device processor, one or more financial solution recommendations based on inputs received; flagging, via a computing device processor, one or more conflicting inputs that each define conflicting criteria for recommending financial solutions based at least partially on determining that one or more financial solution recommendations conflicts with one or more inputs; determining, via a computing device processor, at least one monetary value component that indicates a monetary value of the one or more financial solution recommendations and at least one non-monetary value component that indicates a non-monetary value of the one or more financial solution recommendations; and providing for, via a graphical user interface associated with a computing device, display of the one or more financial solution recommendations such that a financial solution recommendation associated with one or more conflicting criteria includes notation that the financial solution recommendation does not meet the conflicting criteria, the at least one monetary value component and the at least one non-monetary value component, wherein the monetary value component indicates an amount the customer can save based on the financial solution recommendation being accepted and the non-monetary value component is one or more of a convenience value component or a social value component, and wherein the convenience value component indicates a time savings the customer can save based on the financial solution recommendation being accepted and the social value component indicates a quantifiable environmental impact based the financial solution recommendation being accepted.