Personalized Investment Recommendations for Retail Customers

McCreadie, R. and Sanz-Cruzado Puig, J. (2023) Personalized Investment Recommendations for Retail Customers. Project Report. University of Glasgow, UK.

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Abstract

This is a short executive summary of research, development and testing, as well as insights regarding Infinitech Pilot 6. The document aims to provide a high-level overview of what was done, what outcomes were produced and what can be learned moving forward. It is written by the technical team who worked on the pilot at the University of Glasgow (UoG), and is primarilly designed for consumption by staff at the end-user organisation at the National Bank of Greece (NBG).

Item Type:Research Reports or Papers (Project Report)
Keywords:Infinitech, Pilot 6, recommendation, finance.
Status:Published
Glasgow Author(s) Enlighten ID:Mccreadie, Dr Richard and Sanz-Cruzado Puig, Dr Javier
Authors: McCreadie, R., and Sanz-Cruzado Puig, J.
Subjects:Q Science > QA Mathematics > QA75 Electronic computers. Computer science
Q Science > QA Mathematics > QA76 Computer software
College/School:College of Science and Engineering > School of Computing Science
Research Centre:College of Science and Engineering > School of Computing Science > IDA Section > GPU Cluster
Publisher:University of Glasgow
Copyright Holders:Copyright © 2023 University of Glasgow
Publisher Policy:Reproduced with the permission of the Author

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Project CodeAward NoProject NamePrincipal InvestigatorFunder's NameFunder RefLead Dept
306194INFINITECHIadh OunisEuropean Commission (EC)856632Computing Science