System and method for geographic area-based automated advising

A non-transitory machine-readable medium storing instructions that, when executed by a computer system, cause the computer system to perform operations comprising:

• providing a list of financial filters;
• receiving, from a user, a selection of one or more of the financial filters and a target geographic area;
• applying the selection of the one or more financial filters and the target geographic area to match a set of matched geographic areas from a data store, wherein the set of matched geographic areas are geographically included as part of the target geographic area, and wherein the set of matched geographic areas comprise economic data matching the one or more financial filters;
• retrieving, from the data store via a second data store query, financial information, demographic information, or a combination thereof, for the set of matched geographic areas when a match is found;
• generating a resident-based financial advice based on the set of matched geographic areas, wherein the resident-based financial advice comprises financial data retrieved from an anonymized financial advice profile of one or more residents in the set of matched geographic areas;
• presenting, via an interactive graphical user interface on a display, an interactive map interface depicting the set of matched geographic areas, the financial information, the demographic information, or a combination thereof;
• and
• presenting the resident-based financial advice generated based on the set of matched geographic areas.

A system, comprising:

• one or more hardware processors;
• and
• at least one memory storing instructions that cause the one or more hardware processors to perform operations comprising:
• providing a list of financial filters;
• receiving, from a user, a selection of one or more of the financial filters and a target geographic area;
• applying the selection of the one or more financial filters and the target geographic area to match a set of matched geographic areas from a data store, wherein the set of matched geographic areas are geographically included as part of the target geographic area, and wherein the set of matched geographic areas are determined based on a first data store query of the data store determining that the set of matched geographic areas comprise economic data matching the one or more financial filters;
• retrieving, from the data store via a second data store query, financial information, demographic information, or a combination thereof, for the set of matched geographic areas when a match is found;
• generating a resident-based financial advice based on the set of matched geographic areas, wherein the resident-based financial advice comprises financial data retrieved from an anonymized financial advice profile of one or more residents in the set of matched geographic areas;
• presenting, via an interactive graphical user interface on a display, an interactive map interface depicting the set of matched geographic areas, the financial information, the demographic information, or a combination thereof;
• and
• presenting the resident-based financial advice generated based on the set of matched geographic areas.