In an illustrative embodiment, an automated system provides for generating product recommendations for clients. The system may include computing systems and devices for receiving a client intake information with product preferences, member demographic information, and current product information, and in response, generating product offerings including at least a portion representing variations of the current product. The member demographic information may be consolidated into census divisions that are each associated with a category of the member demographic information, and probabilities of selecting the product offerings may be calculated for each of the census divisions. The product offerings may be presented in a user interface with optimization scores that are a function of the probability of selecting the product offerings as well as provider financial goals, employee perception goals, and market competitiveness goals. Responsive to receiving filter adjustments, the optimization scores for the product offerings may be modified.