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WCAI Research Opportunity: Understanding Economic Behaviors for Financial Products – deadline June 12


The Wharton Customer Analytics Initiative is offering two research opportunities: “Understanding Past, Present, and Future Economic Behaviors for Financial Products” and “Identifying and Maintaining Great Financial Advisors". The deadline for submissions is June 12.



The Wharton Customer Analytics Initiative is offering two research opportunities:

“Understanding Past, Present, and Future Economic Behaviors for Financial Products” is a project sponsored by one of the largest Information Service Companies in the US. The project sponsor is actively seeking new ways to leverage their data for matching consumers to credit services. This unique dataset captures the financial activity of over 2 million consumers and contains the opening and closing of several types of accounts, collections histories, bankruptcy filings, and changes in credit attributes and credit scores over time.  Submission guidelines and details here.

The second project, “Identifying and Maintaining Great Financial Advisors,” sponsored by Lincoln Financial Group, is open to a variety of research questions but is particularly interested in predicting and exploring the lifetime value of financial advisors and agents. This rich dataset contains individual records for financial advisors and agents selling their products, including 8 years of sales transactions. Submission guidelines and details here.

The deadline for submission is Sunday, June 12 at midnight, ET.

If you have any questions regarding these Research Opportunities, please contact the WCAI Research Team at wcai-research@wharton.upenn.edu

 


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