Financial-based recommendation engine

A system, method, and computer program are provided for a financial-based recommendation engine. In use, financial-related data is gathered for users from a plurality of sources 102. The users are clustered into cohorts, based on the financial-related data 104. User profiles are created for the coho...

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Bibliographic Details
Main Authors Atif Adib, Priyanka Sawant, Amritap Chowdhury, Preethy Varma, Vinay Manjunath
Format Patent
LanguageEnglish
Published 24.05.2023
Subjects
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Summary:A system, method, and computer program are provided for a financial-based recommendation engine. In use, financial-related data is gathered for users from a plurality of sources 102. The users are clustered into cohorts, based on the financial-related data 104. User profiles are created for the cohorts including, for each cohort, creating a corresponding user profile based on the financial related data for the users in the cohort 106. Each user profile is matched to one another and to one or more financial products 108. The one or more financial products matched to each user profile are recommended to the users in the cohort that corresponds to the user profile 110.
Bibliography:Application Number: GB20220006662