System for recommending financial products adapted to the user’s profile

Abstract

The breakthroughs in computing over the last decade have opened up a wide range in the analysis of large volumes of data. Today, data has become a raw material that is exploited in virtually every business sector to analyze and improve processes and results. One sector where it has a special impact is the financial sector. One of the main applications of data analysis in this sector involves applying methodologies that discover patterns and trends in the value of financial products. However, data analysis can also be used to analyze users and not just products. The work presented in this article aims to analyze financial products and users in order to make product recommendations adapted to the objectives of each user at an individual level. To this end, a profile of each user is obtained and an analysis is made of which financial products are capable of satisfying their investment objectives within the set time frame.