Wealth Management 3.0 – AI-driven precision marketing and bank suitability control
We provide AI-driven digital services to Chinese banks and other financial institutions to support the precision marketing of wealth management products. Grounded in behavioral finance theories and investment suitability, our solution utilizes deep learning models based on extensive client background and behavior data to recommend financial products that align with different client profiles. This aids investment advisors in product marketing and enables banks to systematize product recommendation and suitability management. Practical implimentation shows that the model increases marketing conversion rate for clients by 1.8 times, ensuring that the products recommended align with client’s risk profile.
Team members
Mr Jin Yutao (Fudan University)
* Person-in-charge
(Info based on the team's application form)