Helping Servus Members Reach Financial Goals via Transfer Learning

In this self-contained project we will investigate how machine learning can be applied to help provide personalized financial advice. Machine learning is a term that designates types of artificial intelligence that rely on learning behaviors from data or experience. Specifically, the goal of this work is to apply machine learning to Servus Credit Union’s Noble Purpose “Shaping Member Financial Fitness” to provide personalized recommendations to individual members who have set specific financial goals.

Faculty Supervisor:

Matthew Guzdial

Student:

Anmol Mahajan

Partner:

Servus Credit Union Ltd

Discipline:

Computer science

Sector:

Finance, insurance and business

University:

University of Alberta

Program:

Accelerate

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