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WCAI Research Opportunity: Predicting Life Changes from Financial Activity


Predict major life events based on a unique anonymized dataset from a major financial services company that allows for an unprecedented view into customer-company interaction. More in a webinar on Nov 22.



WCAIPredicting Life Changes from Financial Activity
A WCAI Research Opportunity
Sponsored by a Fortune 500 Financial Services Company
Webinar: Nov 22, 2013, 12pm (noon) ET Register here .

The Wharton Customer Analytics Initiative is delighted to announce a unique dataset from a Fortune 500 Financial Services Company that allows for an unprecedented view into customer-company interaction. The data contains comprehensive, anonymized individual transaction details such as:

  • website visits, including
    • account balances
    • deposits/withdrawals/transfers
    • shopping for new financial products
  • call center logs, including
    • inbound & outbound call center contacts
    • detailed activity for each call, such as every product or service that was discussed

  • direct mail and other marketing campaigns

The research sponsor is interested in predicting major life events that might provide opportunity for more engagement (more products/services) or, conversely, a risk of lost business (shedding of financial products). Examples of major life events might include marriage, divorce, relocation, career change, or job loss. The data contains a record of major life events where possible. For researchers studying this question or others of business value, the sponsor will provide a detailed, anonymized dataset that contains all longitudinal touch points for 100,000 randomly selected customers for a two year period.

To learn more about the company and the dataset, interested faculty and doctoral students can attend a live webinar on November 22, 2013 from 12:00-1:00pm US Eastern. During the webinar, the data will be described in detail, and executives from the Corporate Sponsor will be available for Q&A. Register for the webinar here.

Interested researchers should submit proposals online through the WCAI Proposal Submission Portal by December 6, 2013 to be considered for access to the data. Proposals will be evaluated based on their potential for academic contribution and the researchers' ability to address issues of strategic importance to the program sponsor. A committee including representatives from the Corporate Sponsor, Oded Netzer (Columbia), David Schweidel (Emory), Eric Bradlow (Wharton), Pete Fader (Wharton) and Elea McDonnell Feit (WCAI) will select the teams to receive the data.

Researchers are encouraged to review proposal submission guidelines and FAQs before submitting their proposal. Additional questions on the data or the process can be directed to wcai-research@wharton.upenn.edu.


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