Implementing AI models to improve persona classification and portfolio performance predictions

Finliti is planning to use AI to improve their business operations. Some areas they are looking into involve using AI to sort clients into the most appropriate persona which will reflect their investing preferences, and assessing the future performance of a proposed portfolio while accounting for a client’s persona and financial goals. AI is intended to be used to improve the efficiency of the decisions and predictions and eliminate human bias that can affect decision-making. Gavin will assist with the research, setup, training, evaluation, and fine-tuning of these models. At the end of the term, Gavin will produce an executive summary that outlines the use of the code for the organization, and a technical report to allow other mathematicians at Finliti to pick up from his work.

Faculty Supervisor:

Christiane Lemieux

Student:

Partner:

Finliti

Discipline:

Mathematics

Sector:

Finance and Insurance; Professional, scientific and technical services

University:

University of Waterloo

Program: