Difference between revisions of "IS484 IS Project Experience (FinTech)"
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| − | |width="30%"|<!-- | + | |width="30%"|<!-- Project Description --> '''Private Banking Client Dashboard''' - Citi Private Bank (CPB) Investment Counsellors and Advisors provide frequent consultation to HNWI and UHWNI (high and ultra-high net-worth individuals) on how to manage their Investment portfolios. In order to perform their job they need high speed access to a client's positions, real-time market data and publicly available sentiment on the portfolio's constituents. The portfolio is usually composed of capital market securities and various funds (hedge, mutual, real estate, private equity). |
| − | |width="30%"|<!-- | + | |width="30%"|<!-- Project Deliverables --> A working dashboard that provides a real-time view of a client's position. The view should be contextual based on the type of holdings (Cash/Liabilities, Equity, Fixed Income, Derivatives and Alternative Investments). The view would give an instrument and profitability analysis based on market data (Bloomberg / Reuters). Furthermore, there will be a recommendation engine that looks at a client's current / past positions and suggests trade-able ideas to the advisor based on upcoming announcements, trending public sentiment and client's personal interests. |
| − | + | |width="30%"|<!-- Project Sponsor --> '''Research Method:''' Data collection through surveys and interviews of bank staff, and existing case studies. Analysis of qualitative and quantitative data collected. Results and Conclusions.<br> | |
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| − | |width="30%"|<!-- | ||
'''Integrated Report:''' Write up an integrated report covering all 3 research questions.<br> | '''Integrated Report:''' Write up an integrated report covering all 3 research questions.<br> | ||
'''Integrated Demo:''' Demonstrate a fully functional microservice for a banking context, using the techniques and tools discovered. | '''Integrated Demo:''' Demonstrate a fully functional microservice for a banking context, using the techniques and tools discovered. | ||
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Revision as of 18:19, 10 March 2020
Course Description:
- This is an SMU-X course designed in collaboration with CitiVentures Innovation Lab. Citibank will supply a minimum of 5 projects ideas to select from.
- Students will form teams of 5 or 6, and select one of the Citibank project ideas to work on. Project selections do not need to be unique, meaning multiple teams can select the same project idea.
- Each student project team will be assigned to a Citibank sponsor and an SMU faculty supervisor.
- Citibank will provide project scope and management for student teams to have practical industry learning experiences.
- Student teams will have weekly check in meetings, either virtually or physically, with their Citibank sponsor.
- Citibank will specify the technologies to be used, including; development tools/languages, OS, database, 3rd party libraries, target deployment environment e.g. cloud environment.
Project Timeline:
- Week 1 - Attend orientation session, where teams will be formed (if you have not already formed a team), and projects are selected from a set of predefined projects provided by CitiVentures.
- Week 8 - Midterm presentation and demo
- Week 15 - Final presentation and demo
Project deliverable:
- Student project teams will be expected to develop a working software application prototype, to be delivered to Citibank at the end of the course.
- A formal, in-person midterm and final presentation will be facilitated by Citibank.
Citibank Projects
- Projects to be selected/assigned to project teams during Week 1 orientation session.
| Item | Project Description | Project Deliverables | Project Sponsor |
|---|---|---|---|
| 1 | Private Banking Client Dashboard - Citi Private Bank (CPB) Investment Counsellors and Advisors provide frequent consultation to HNWI and UHWNI (high and ultra-high net-worth individuals) on how to manage their Investment portfolios. In order to perform their job they need high speed access to a client's positions, real-time market data and publicly available sentiment on the portfolio's constituents. The portfolio is usually composed of capital market securities and various funds (hedge, mutual, real estate, private equity). | A working dashboard that provides a real-time view of a client's position. The view should be contextual based on the type of holdings (Cash/Liabilities, Equity, Fixed Income, Derivatives and Alternative Investments). The view would give an instrument and profitability analysis based on market data (Bloomberg / Reuters). Furthermore, there will be a recommendation engine that looks at a client's current / past positions and suggests trade-able ideas to the advisor based on upcoming announcements, trending public sentiment and client's personal interests. | Research Method: Data collection through surveys and interviews of bank staff, and existing case studies. Analysis of qualitative and quantitative data collected. Results and Conclusions. Integrated Report: Write up an integrated report covering all 3 research questions. |
