Systems and methods for managing a customer account switch

An account switch data engine system, comprising:

• one or more memory devices storing software instructions;
• and
• one or more processors configured to execute the software instructions to:
• receive, by the one or more processors, transaction information relating to previous transactions associated with a first user and a first financial account, wherein the transaction information includes one or more transaction entries corresponding to recurring payments and one or more transaction entries not corresponding to recurring payments;
• generate, by the one or more processors and based on the transaction information, a list of one or more transaction entries that are to be switched from the first financial account to a second financial account, wherein generating the list comprises filtering the received transaction information to remove the one or more transaction entries not corresponding to recurring payments;
• receive, by the one or more processors, input from at least the first or a second user to modify the list;
• modify, by the one or more processors, the list based on the input;
• and
• provide, by the one or more processors, a representation of the modified list to a client device.

A computer-implemented method of managing a financial account switch, comprising:

• receiving, by one or more processors, a list of transaction entries to be switched from a first account to a second account, the transaction entries relating to transactions involving the first account;
• receiving, by the one or more processors, account information associated with the first account and the second account;
• determining, by the one or more processors, a recommendation relating to a customer action associated with at least one of the first account and second account, based on the transaction entries and the account information, wherein the recommendation includes a recommended date for initiating a transaction switch involving the first and second accounts;
• providing, by the one or more processors, the list of transaction entries and account information to a client device;
• providing, by the one or more processors, the recommendation to the client device;
• receiving, by the one or more processors, a request from the client device to complete an action relating to the at least one of the first account and second account;
• and
• transmitting, by the one or more processors, a notification to a processing device to complete the requested customer action.

An account switch management system, comprising:

• one or more memory devices storing software instructions;
• and
• one or more processors configured to execute the software instructions to:
• receive, by the one or more processors, a list of transaction entries to be switched from a first account to a second account, the transaction entries relating to transactions involving the first account;
• receive, by the one or more processors, account information associated with the first account and the second account;
• determine, by the one or more processors, a recommendation relating to a customer action associated with at least one of the first and second account, based on the transaction entries and the account information, wherein the recommendation includes a recommended date for initiating a transaction switch involving the first and second accounts;
• provide, by the one or more processors, the list of transaction entries and account information to a client device;
• provide, by the one or more processors, the recommendation to the client device;
• receive, by the one or more processors, a request from the client device to complete an action relating to the at least one of the first account and second account;
• and
• transmit, by the one or more processors, a notification to a processing device to complete the requested customer action.