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Individualisierte Finanzdienstleistungsberatung für Privatkunden — Konzept und prototypische Umsetzung

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dc.contributor.authorBuhl, Hans Ulrich
dc.contributor.authorHeinrich, Bernd
dc.contributor.authorSteck, Werner
dc.contributor.authorWinkler, Veronica
dc.date.accessioned2018-01-16T08:52:38Z
dc.date.available2018-01-16T08:52:38Z
dc.date.issued2004
dc.description.abstractThe article describes and discusses requirements as well as the business concept to generate financially optimized and individualized advisory suggestions for private customers in the financial industry. On this basis we presently design business and technical components of an advisory system. Within the research cooperation for situation, individualization and personalization (FORSIP) the system is prototypically implemented in the context of retirement planning. In addition we discuss possibilities for a customer-friendly visualization of investment risk and their technically implementation within the prototype.
dc.identifier.pissn1861-8936
dc.identifier.urihttps://dl.gi.de/handle/20.500.12116/12435
dc.publisherSpringer
dc.relation.ispartofWirtschaftsinformatik: Vol. 46, No. 6
dc.relation.ispartofseriesWirtschaftsinformatik
dc.subjectBusiness Design
dc.subjectCustomization
dc.subjectFinancial Service
dc.subjectIndividualization
dc.subjectPareto Efficiency
dc.subjectVisualization of Advisory Services
dc.titleIndividualisierte Finanzdienstleistungsberatung für Privatkunden — Konzept und prototypische Umsetzung
dc.typeText/Journal Article
gi.citation.endPage438
gi.citation.startPage427

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Wirtschaftsinformatik 46(6) - Dezember 2004