Advisor Services Technology Use case clarifications

Participant:
Will we be provided with the Risk Exposure Index? Will this be a supervised or unsupervised problem?

Mentor:
No, we will not be providing the index. The tool is to generate index based on the public information available. I am not sure what you mean supervised vs unsupervised. But let me explain the expectation. We are basically looking at 2 use cases
i. How can Advisors strengthen their relationship with their existing clients? Apart from their investment portfolio, what other market data can we leverage, say for ex: Equities and explain the trends and communicate to the client on how they need to get prepared. You can develop your own questionnaire to set the expectations with the clients and help in improving the relationship. I have listed references to public datasets that you are leverage. Some of these datasets will also be available in Microsoft Azure which is accessible to participants
ii. Develop a marketing campaign to reach out to new clients based on the different client segments which includes and not limited to clients assets, demographics like gender, age, location; industries and association affiliation, references from existing clients

Participant:
Also, what does our submission comprise of? Do we need to create an application or website?

Mentor:
We are looking at application or rather solution which would leverage market data and model an AI solution to help Advisors improve their relationship with clients, or extend client base. Website is more of a presentation of the solution which is not critical