Investor Behavior Modeling by Analyzing Financial Advisor Notes: A Machine Learning Perspective

no code implementations • 12 Jul 2021 • Cynthia Pagliaro, Dhagash Mehta, Han-Tai Shiao, Shaofei Wang, Luwei Xiong

With the help of natural language processing (NLP) we analyze an unstructured (textual) dataset of financial advisors' summary notes, taken after every investor conversation, to gain first ever insights into advisor-investor interactions.

BIG-bench Machine Learning Decision Making