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AI Use Case

Automate users' investment portfolio recommendations through a robo-advisor

Automate (robo-advisor) recommendations for users' investment portfolio advice based on user-completed survey (users must purchase/manage portfolio themselves)



Cost - Job automation,Revenue - Improve trading decisions (eg market demand estimates)

Case Studies

Potential Vendors


Financial Services

Investment Banking And Investment Services

Data Sets

Structured / Semi-structured,Time series

AI Technologies

Traditional AI,Model Architecture - Decision Tree,Machine Learning (ML),Product - Chatbots,Product Type - Natural Language Processing (NLP),ML Task - Prediction - Data Translation/Transformation

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