US Patent 11403686 Systems and methods for identifying a steward

A financial institution computing system may include a steward database and a steward designation circuit. The steward database may store information of a steward of a customer. The information may include interaction information of the steward, which may include information indicative of interactions of the steward with other individuals. The steward designation circuit may determine whether an individual of the other individuals qualifies as a new steward of the customer based on the interaction information of the steward in the steward database. The steward designation circuit may designate the individual as a new steward of the customer in response to determining that the individual qualifies as a new steward of the customer.