Why Women Are Becoming the Powerhouse of Wealth Management

A McKinsey report reveals that women now control roughly one‑third of retail financial assets in the US and EU, projected to reach 40‑45% by 2030, driven by social, economic, demographic and cultural trends, while the industry struggles to serve their distinct needs and capture a $10 trillion untapped opportunity.

financial inclusionindustry trendsinvestment behavior

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Why Women Are Becoming the Powerhouse of Wealth Management

JD Tech Talk

Apr 8, 2020 · Artificial Intelligence

Designing and Evaluating Recommendation Algorithms for Wealth Management Platforms

This article explores how large wealth‑management platforms can model product recommendation as a mapping between customers and financial products, defines various evaluation goals such as transaction volume, revenue and user satisfaction, and outlines a systematic A/B‑testing workflow for comparing and optimizing recommendation algorithms.

A/B testingalgorithmmachine learning

0 likes · 10 min read

Designing and Evaluating Recommendation Algorithms for Wealth Management Platforms