SYSTEM AND METHOD FOR PROVIDING FINANCIAL ASSISTANT

    公开(公告)号:US20170278181A1

    公开(公告)日:2017-09-28

    申请号:US15466763

    申请日:2017-03-22

    申请人: Rajan Shah

    发明人: Rajan Shah

    IPC分类号: G06Q40/00 G06Q10/06

    CPC分类号: G06Q40/00 G06Q10/067

    摘要: The present disclosure describes a system for providing personalized financial recommendation based on user-specific attributes and predetermined historical financial projections. This engine collects various user preferences, user behavior, and predictions from prediction engine as well as market dynamics to recommend various ideas to user. An intelligent financial assistant is capable of Natural Language dialog by identifying contextual meanings of the user's queries and relating financial sub-domain. It learns from user's context, behavioral patterns to generate unique recommendations pertaining to their situations. These dynamic personalized recommendations can take different shape based on usage patterns and can be a trading idea, financial advice, suggestion, tax advice, or even investment tips.