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Financial robo-advisors: review of computational and persuasive mechanisms
Umeå universitet, Institutionen för datavetenskap.ORCID iD: 0000-0002-6035-800x
University of Vaasa, Finland.ORCID iD: 0000-0003-4240-2297
University of Vaasa, Finland.ORCID iD: 0000-0002-1359-5109
2024 (English)Conference paper, Published paper (Refereed)
Abstract [en]

This study reviewed existing research on financial robo-advisors, focusing on the computational mechanisms from the artificial intelligence (AI) field, the methodological and ethical aspects of the proposed computational mechanisms, and the persuasive technology used in robo-advisors to convince or induce a specific financial activity in a person. We analyzed 48 financial robo-advisors, their algorithms (mainly machine learning) and their purposes (stock selection, user preference learning, etc.). We found a concerning lack of transparency regarding the data used to train these algorithms and a disregard for established trustworthiness criteria. Additionally, the persuasive design elements employed by robo-advisors were not well-explained in the reviewed literature. Notably, the study highlights the absence of social support principles (comparison, competition) commonly used in persuasive design. This work contributes to the financial AI community by suggesting better methodological approaches when AI-based persuasion is used.

Place, publisher, year, edition, pages
CEUR , 2024.
Series
Proceedings of the Workshop on AI in Finance at ECAI 2024
Keywords [en]
artificial intelligence, finances, robo-advisors, persuasion, persuasive mechanisms
National Category
Computer Sciences Economics Computer and Information Sciences
Identifiers
URN: urn:nbn:se:mdh:diva-69664OAI: oai:DiVA.org:mdh-69664DiVA, id: diva2:1940341
Conference
Workshop on AI in Finance at ECAI 2024, Santiago de Compostela, Spain, 19 October, 2024.
Funder
Wallenberg AI, Autonomous Systems and Software Program (WASP), 570011330Available from: 2024-08-30 Created: 2025-02-26 Last updated: 2025-10-10Bibliographically approved

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Guerrero Rosero, Esteban

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Guerrero Rosero, EstebanButurak, GökhanKalmi, Panu
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Total: 82 hits
CiteExportLink to record
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Citation style
  • apa
  • ieee
  • modern-language-association-8th-edition
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  • Other style
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  • de-DE
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  • en-US
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  • nn-NO
  • nn-NB
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Output format
  • html
  • text
  • asciidoc
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