ベンダー
English

投資アドバイスの推進力:機械学習を利用した投資アドバイスの自動化

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
2020/10/13
アワード・アーミル

Abstract

Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice services across the entire client book. Many financial institutions are currently exploring automated investment systems to ensure standardized CM compliance across all portfolios, reduce the time it takes for advisors to identify portfolios with optimization potential, and to easily simulate the impact of recommended investments to clients.

Report Highlights:

  • Why the traditional investment advice model doesn't work in a post-pandemic world
  • Obstacles hindering investment advice automation and how financial institutions are overcoming them
  • How investment recommendation engines completely change the traditional investment advice workflow
  • In-depth case studies of US and EMEA financial institutions and their utilization of ML to automate investment advice
  • Deployment approach and vendors to consider
  • Cautionary measures when deploying ML models

Subscription required

このコンテンツ全文をご覧いただくには購読が必要となります。

購読アカウントをお持ちの方はこちらから sign in ください。 無料アカウントは register nowからお作りください。 概要全文や無料コンテンツなどをご覧いただけます。

Insight details

分野
ウェルスマネジメント
Subscription(s) required to access this Insight:
ウェルス&アセットマネジメント
種類
レポート
拠点
アジア, 欧州/中東/アフリカ, 南米, 北米