AI Use Case
Automate with robo-advisor portfolio composition and rebalancing decisions and trade execution in real-time
Robo-advisor automates investment and portfolio rebalancing and transactions based on defined client needs, responding to real-time market data
Function
Benefits
Revenue - Speed of trading response,Cost - Job automation,Revenue - Improve trading decisions (eg market demand estimates)
Case Studies
JPMorgan~JPMorgan's new AI program for automatically executing equity trades in real-time out-performed current manual and automated methods in trial,Liquidnet~Liquidnet assists fund managers in decision making by analysing market and past trading data with machine learning
Potential Vendors
Industry
Financial Services
Investment Banking And Investment Services
Data Sets
Structured / Semi-structured,Time series
AI Technologies
Machine Learning (ML),ML Task - Prediction - Regression,Traditional AI,Product - Chatbots,Product Type - Natural Language Processing (NLP),Model Architecture - Decision Tree