A proof of concept that showcases how a bank would benefit from a multi-touch surface technology implemented into their branches. We demonstrate how easily the bank can get its customers to plan for a college savings fund to the perfect retirement plan. Once done planning, a smart tag can be printed off directly from the unit or emailed to the customer. This is followed by a prompt-to-call over to a specialist via free text message, allowing the customer the option to respond with an allocated time. Your smart tag saves all of your information, where it can be conveniently used at any location or at any specialist's office.