AI Use Case
Automate through a robo-advisor client portfolio investments and rebalancing recommendations based on defined investment strategies
AutomateRobo-advisor recommends portfolio investing and rebalancing decisions based on defined investment strategies (directly augmenting oversight from investment managers)
Function
Benefits
Cost - Job automation,Revenue - Speed of trading response
Case Studies
Castle Ridge Asset Management~Castle Ridge Asset Management identifies and rebalances portfolio investments among diverse asset classes using machine learning,Aidiya~Aidyia fully automates hedge fund trading using genetic evolutionary and other algorithms claiming a 2% return,Uber~Uber assists its drivers to open retirement accounts with the help of a robo-advisory investment firm
Potential Vendors
Betterment
Industry
Financial Services
Investment Banking And Investment Services
Data Sets
Structured / Semi-structured,Time series
AI Technologies
Machine Learning (ML),Traditional AI,ML Task - Prediction - Regression,Model Architecture - Decision Tree,Product - Chatbots,Product Type - Natural Language Processing (NLP)