Patent ID: 8902279

Claim:
An apparatus for assisting a user to select a customer service representative of a financial institution in preparation for a customer service conference, the apparatus comprising: a memory; a processor; and a computing module stored in the memory, executable by the processor, and to cause the processor to: determine that an operative connection is being established between a user device of the user and a system associated with the financial institution, such that the user and the representative of the financial institution may conduct the conference; determine at least one representative from a pool of potential representatives, the at least one representative determined for presentation to the user for user selection; receive user input selecting one of the at least one representatives for conference connection; and initiate presentation of the at least one representative to the user for user selection, the presentation comprising: initiating presentation of an image of the at least one representative; and initiating presentation of information associated with the at least one representative, the information comprising the representative's name, at least one personal interest of the representative, education information, and experience information.