Wesley Goi

Connecting Customers and Financial Advisers using Deep Learning

The customer engagement process in insurance has been largely unchanged for a very long time. Despite the gradual transition from offline to online platforms by insurance companies, there remains plenty of opportunity to tackle customer engagement and segmentation process. fundMyLife is transforming these processes using deep learning, empowering customers to engage advisers online anonymously. For this talk, we will be presenting how we apply ML algorithms in our chat platform to parse financial planning questions. We employ a metaclassifier which comprises of a convolutional neural network to read plain text, classifying both users and the topics they ask on our platform to optimize the matching between advisers and users.

Wesley is formally trained as a data specialist in the National University of Singapore, leveraging big data techniques to decipher the metagenome of ecosystems for significant biological processes. He has contributed packages for big data analytics and spoken on graph database management systems. Wesley also developed ML algorithms in high frequency trading for a fintech startup. A self-taught full-stack developer, he spends his time developing fundMyLife’s web application and performing the underlying data analytics as the CTO of fundMyLife.

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