Behavioural finance profiling for advisors and clients - ON-181
Preferred Disciplines: Behavioural Economics, Finance (Masters or PhD)
Project Length: 8-12 months (2 units)
Desired start date: January 2019
Location: Toronto or Waterloo, ON
No. of Positions: 1
Preferences: University of Toronto (BEAR), Ryerson University, University of Waterloo, Laurier University
About the Company:
Betterworth is a cognitive AI platform for the financial services industry. We help improve the relationships and financial outcomes between advisors and their clients.
We need assistance with the creation of a behavioural finance profile for advisors and clients and an algorithm of the fit between them. Our behavioural inputs are comprised of three categories: personality, financial behaviour and goal setting.
Within the personality category, it is made up of, but not limited to: communication, motivation and temperance. Within the financial behaviour category, it is made up of, but not limited to: risk tolerance, financial literacy, financial self-efficacy and social economic status. Within the goal setting category, it is made up of, but not limited to: lifestyle goals, investment objectives and environmental social governance (ESG) goals.
- Building Financial Behaviour and Goal Setting criteria and weightings
- To create Behaviour Profiles
- Creating an advisor / client behavioural profile matching calculation
- Utilizing IBM Watson and Google TensorFlow.
- Rules based matching/fit between clients and financial advisors
Expertise and Skills Needed:
- Support Vector Machines
- Sentiment analysis
- Natural Language Processing
For more info or to apply to this applied research position, please