Executives & Investors Make Use of Prediction Model
The Client is an artificial intelligence (AI) platform that matches corporate executives with the institutional investors that are most likely to buy, or sell, their stock in the next 90 days -- while simultaneously offering all users data discovery technologies to efficiently prepare for all types of corporate-investor access events.
The Client was seeking an intelligent Financial Prediction Model for extracting investor behavior in the USA stock market, in order to analyze institutional investors’ interests.
The key objective was to develop an intelligent Financial Prediction Model for extracting investor behavior in the USA stock market, so as to increase the availability of decision support data and hence increase investor satisfaction. The model was built based on quarterly data and deals with stock portfolio analysis of the institutional investors.
The Challenge was to identify characteristics of investors that are most predictive in signaling that they are likely incremental buyers, as well as those characteristics that suggest an investor is at risk of reducing their position.
Data-Core provided the Client interactive & integrated dashboards to help investors and corporates more efficiently prepare for meetings by quickly identifying themes, trends and outlier data that is most likely to warrant discussion. This was accomplished with easy to use analytics to quickly compare fundamental, valuation and sentiment factors relative to peers. Data-Core’s simple but meaningful designing of dashboards was a huge satisfaction to the Client which then got promoted to one of the most complicated Dundas BI dashboards in the industry, followed by data migration from MySQL to Data Warehouse. Data-Core continues to provide maintenance to the developed dashboards.