INVESTMENT PRODUCTS RECOMMENDATION ENGINE

Bridge the gap between retail investors and complex capital markets.

In partnership with Google Cloud, SoftServe developed an Investment Products Recommendation Engine (IPRE) which implements an end-to-end automated machine learning (ML) model — deployed with just one click.

Our IPRE solution serves as a pivotal point in increasing the cross-selling potential of modern capital investment products to retail banking customers. It tailors a highly personalized investment products selection based on the user’s risk preferences. IPRE also provides recommendations for optimal portfolio construction, wealth allocation, and discovery of key investment performance metrics.

In this whitepaper, we provide an in-depth overview of the IPRE solution, covering:

• Project structure and data sources/pipelines
• Advanced analytics for risk aversion
• Modern financial theories used to train ML models on Google Cloud