Jun 24, 2021
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Ongoing

AI-Powered Financial Analysis and Recommendation System

$75,000+
more 1 year
United States
10+
view project
Service categories
Service type
Custom Software Development
Web Development
Domain focus
Banking & Financial Services
Solution type
Business Software
Programming language
Python
Ruby
Frameworks
Node.js
Ruby on Rails

Challenge

The system uses machine learning techniques to process various content feeds in real-time and boost productivity of a financial analyst or a client relationship manager in such domains as wealth management, commercial banking, fund distribution.
The system uses machine learning techniques to process various content feeds in real-time and boost productivity of a financial analyst or a client relationship manager in such domains as wealth management, commercial banking, fund distribution.

Solution

Investment portfolio analysis and optimization Fund recommendation based on quantitative analysis and back testing Client prioritization – which client to call first and why basing on client’s portfolio, transactions, CRM notes and market events analysis Content recommendation – recommending news and research papers relevant to the client’s business and current market situation Chat bot natural language interface – ability to answer advanced questions about specific funds, stocks or market events Real-time analysis of multiple data feeds from ThomsonReuters, Morningstar and other sources.

Results

Large European commercial bank and US asset management company became the first clients of the AI-powered platform. In May 2018 the client successfully closed series A investment of $5 000 000 with the strategic investor. Present Time Currently the project continues with addition of more and more AI and financial functionality into the product and new clients acquisition.