Representative selection for customer service conference

摘要

Embodiments of the invention are directed to systems, methods and computer program products for assisting a user to select a customer service representative of a financial institution in preparation for a customer service conference. Embodiments 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; and receive user input selecting one of the at least one representatives for conference connection. Some embodiments establish an operative connection between the user device and a representative system associated with the representative over which the user and the representative can conduct an audio-visual conference.