The Future of Personalized Financial Advice

Organization
Software Engineering and Information Systems
Abstract
This thesis investigates the evolving landscape of financial advice, focusing on the role of technology, data analytics, and behavioral finance in delivering personalized financial guidance. The relevance of this topic lies in the increasing demand for tailored financial advice facilitated by technological advancements. In the realm of computer science, this involves the integration of AI-powered tools and robo-advisors to enhance financial planning. The research delves into the potential of hybrid advisory models to reshape the future of financial planning, examining their implications for both consumers and financial institutions. The methodology combines a literature review and interviews to gather insights from innovative financial advisory models. This thesis contributes to a deeper understanding of the trajectory of personalized financial advice and its impact on the financial services industry.
Graduation Theses defence year
2024-2025
Supervisor
Fredrik Milani
Spoken language (s)
English
Requirements for candidates
Level
Masters
Keywords
#SEIS

Application of contact

 
Name
Fredrik Milani
Phone
E-mail
fredrik.milani@ut.ee