Using natural language processing to optimize the efficiency of long-form content review by compliance officers
Using natural language processing to optimize the efficiency of long-form content review by compliance officers
批准号:
499864-2016
负责人:
Vechtomova, Olga
金额:
$1.81万
依托单位:
依托单位国家:
加拿大
项目类别:
Engage Grants Program
财政年份:
2016
资助国家:
加拿大
项目状态:
已结题
起止时间:
2016-01-01 至 2017-12-31
中文摘要
财务顾问不断受到压力,以增长和维持他们的业务实践使用营销技术,尽管是在一个高度管制的行业。例如,最近机器人顾问的兴起正在改变财务顾问与客户沟通的方式。为了满足这些需求,许多财务顾问正在转向使用数字营销技术。这种趋势,加上对顾问的监管要求越来越高的趋势,阻碍了财务顾问发展和维持业务的能力。这是由于所有的内容分类,作为“广告内容”必须经过审查
英文摘要
Financial advisors are constantly under pressure to grow and sustain their business practice using marketing techniques despite being in a highly regulated industry. For example, the recent rise of the Robo-Advisor is shifting the way in which financial advisors communicate with their clients. In order to scale these demands, many financial advisors are turning to the use of digital marketing techniques. This trend, combined with the trend of increasing regulatory requirements for advisors impedes financial advisors' ability to grow and sustain their business. This is due to the fact that all content classified, as "advertising content" must undergo review
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依托单位:
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