Predictive Analytics for Wealth Management and Beyond

Abstract: In order to understand customer behaviors and provide better services, wealth management firms have started to invest vastly in data analytics. During this session, Meina Zhou will discuss how she has successfully helped different financial institutions implement in-house predictive analytics solutions to improve wealth management services. She will also address multiple use cases that built at different stages of the customer journey, including customer acquisition, customer personalization, and customer retention. She will discuss both the analytics components and the challenges involved throughout the implementation process.

Bio: Meina is the Lead Data Scientist at Indellient. Her core expertise lies in the application of proven data science tools and techniques to conduct business analytics and predictive modeling. Meina has used her business acumen and data science skills to solve business problems. Meina is a thought leader in the data science world and is an active conference speaker. She enjoys public speaking and sharing innovative data science ideas with other people. Meina received her Master of Science in Data Science from New York University and her Bachelor of Arts in Mathematics and Economics from Agnes Scott College.