Jun 24, 2021
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Ongoing
AI-Powered Financial Analysis and Recommendation System
$75,000+
more 1 year
United States
10+
Service categories
Service Lines
Software Development
Web Development
Domain focus
Banking & Financial Services
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.
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.
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.