Next-Best Finance-Related Action

Mirza Klimenta
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Objective: To advise individuals on financial actions that enhance their chances of
achieving specific goals.
Context: For an Asian bank aiming to offer actionable advice for long-term financial
planning, such as securing a home purchase in 20 years.
Approach: Predictive machine learning models were developed to suggest optimal
actions (example: obtaining a salary increase of at least 10%).