Introduction
In the dynamic world of financial services, staying ahead means embracing innovation. This is where PersonaFin stands out, offering groundbreaking AI recommenders to financial institutions. These recommenders aren’t just about personalization; they’re about hyper-personalization, creating unique experiences for each user based on their behavior and preferences. As product owners and managers in the financial sector, understanding these AI tools is crucial for enhancing customer engagement on your platforms.
Understanding AI Recommenders
At PersonaFin, our AI Cloud plays a pivotal role in determining what content users see and when. The cornerstone of this process lies in our AI recommenders. These sophisticated algorithms analyze user behaviors and various data points to tailor individual experiences. This level of hyper-personalization ensures each user has a unique, relevant journey through your financial platform.
AI Ethics and Compliance
Before delving deeper, it’s vital to address a common concern: compliance. Our AI ethics strictly prohibit the use of recommenders in suggesting specific trades. The sole purpose of these tools is to provide informative content and user experiences, enhancing the user’s journey without directly influencing trading decisions. PersonaFin is committed to ethical AI practices, ensuring our solutions align with industry regulations and ethical standards.
The PersonaFin Recommenders
Recommended Entity Preferences
Recommended Entity preferences curates suggestions and user preferences by identifying a users interactions and comparing the individual with similar users. It surfaces a users explicit interests while also introducing entities that the user is expected to find interesting, thereby broadening the scope of the user experience, while ensuring that the user only see’s things that are relevant to them.
Entities of Interest
Recommended Entities looks to broaden a users experience by recommending financial entities derived from the user and their peers. It looks at similar users based on common interests and interactions, thereby giving recommendations that are relevant to them, but outside of their direct scope of awareness.
Recommended Entities
Recommended Entities looks to broaden a users experience by recommending financial entities derived from the user and their peers. It looks at similar users based on common interests and interactions, thereby giving recommendations that are relevant to them, but outside of their direct scope of awareness.
Recommended Search
Recommended Searches pre-emptively enhances user search experiences by recommending financial entities to search for, derived from the users and their peers. It looks at similar users based on common interests and interactions, and recommends searches based on those similar users own interests thereby providing pre-search data to inspire users with potential interests beyond their direct scope of awareness.
Recommended Content
Recommended Content aims to enhance user experience by directly recommending content to a user based on interests and interactions of their peers. It looks at similar users based on common user-entity interaction and content engagement, and recommends content that those similar users have read. This allows content to be recommended that is beyond the direct scope of awareness of a user, but still relevant based on their interest profile.
Trending Searches
Trending searches identifies and validates search trends by monitoring the most increasingly popular searches over the last hour. Updated every 15 minutes, this identifies the most popular searches over the last hour and orders them by those that have increased the most since the last hour. This provides insight into the searches that are increasingly popular, and can be incorporated into search navigation or other UI widget and aid users in staying abreast of trending topics.
Search History
The Search History engine provides a historical view of user searches, maintaining a full but audited history with the last 25 searches accessible via APIs. It normalizes varied search inputs and, while primarily serving as a user history log, it ensures that past searches are easily accessible and reviewable by users.
Trending Entities
Trending Entities identifies and validates entity trends by monitoring the most increasingly popular entities over the last hour. Updated every 15 minutes, this identifies the most popular Entities over the last hour based on content, search and other interactions, and orders them by those that have increased the most since the last hour. This provides insight into the entities that are increasingly popular, and can be incorporated into search navigation or other UI widget and aid users in staying abreast of trending topics.
Trending Content
Trending Content identifies and validates Content trends by monitoring the most increasingly popular news, articles, or other content over the last hour. Updated every 15 minutes, this identifies the most popular Content over the last hour based on engagement, and orders them by those that have increased the most since the last hour. This provides insight into the Content that is increasingly popular, and can be incorporated into search navigation or other UI widget and aid users in staying abreast of trending topics.
Empowering Customer Choice
PersonaFin empowers customers with the freedom to choose which recommenders best fit their platform. Some may prefer specific recommenders for quick results, while others engage in multivariate testing to determine the most resonant tools for their audience. We closely collaborate with our clients to explain the functionality and data sources of our recommenders, ensuring they make informed decisions best suited to their users.
PersonaFin’s AI recommenders are more than just algorithms; they are gateways to enriched user experiences, fostering engagement and satisfaction. For product owners and managers in the financial sphere, understanding and leveraging these tools can transform how you interact with and serve your clients. With PersonaFin, you’re not just personalizing; you’re hyper-personalizing, leading the way in AI-driven customer experience in the financial world.