Name
Title | ||
|---|---|---|
Recommending Personalized Asset Investments Through Case-Based Reasoning: The Smartfasi System |
Abstract | ||
|---|---|---|
Personalized financial advisory systems based on Case-Based Reasoning and on historical user activity are an emerging trend. In the present paper, we report the experience related to the development of a case-based recommendation module in a project called SMARTFASI, where the knowledge about past experiences is exploited, in order to suggest suitable asset investments to the final user. We present a solution aimed at personalizing the asset picking phase, by taking into consideration choices made by customers who have a financial and personal data profile "similar" to the current one. We discuss the notion of distance-based similarity adopted in our system and how to actually implement an asset recommendation strategy integrated with the other software modules of SMARTFASI. We finally discuss the impact such a strategy may have both from the point of view of private investors and professional users. |
Year | DOI | Venue |
|---|---|---|
2016 | 10.1109/ICTAI.2016.123 | 2016 IEEE 28TH INTERNATIONAL CONFERENCE ON TOOLS WITH ARTIFICIAL INTELLIGENCE (ICTAI 2016) |
Field | DocType | ISSN |
Resource management,Software modules,Computer science,Knowledge-based systems,Knowledge management,Feature extraction,Case-based reasoning,Cognition | Conference | 1082-3409 |
Citations | PageRank | References |
0 | 0.34 | 0 |
Authors | ||
4 | ||
Name | Order | Citations | PageRank |
|---|---|---|---|
| Giorgio Leonardi | 1 | 179 | 20.36 |
| Luigi Portinale | 2 | 806 | 155.06 |
| Paolo Artusio | 3 | 0 | 0.34 |
| Marco Valsania | 4 | 0 | 0.34 |