Robo-advisors (RAs) guide investors through an automated financial advice process,
recommend personalized portfolio assignments based on their risk-affinity and goals, and …

Purpose AI-based robo-advisory (RA) represents a FinTech application that is already
replacing retail investment advisors. In private banking (PB), clients also increasingly expect …

Abstract Research on Artificial Intelligence (AI) robots has surged as an important topic in
Information Systems (IS) domain. Although much research is empirically conducted, the …

Automated investing in form of Robo-Advice (RA) has promising qualities, eg, mitigating
personal biases through algorithms and enable financial advice for less wealthy clients …

In the ever-evolving realm of financial services, this study proposed a new design and
implementation of an intelligent chatbot to addres s the complex requirements of financial …

This cumulative dissertation consists of and critically discusses five peer-reviewed and co-
authored publications by me about the digitalization and automation of financial advice, so …

Financial planning systems (FPS) are a vital component in organizational management and
serve as a cornerstone for operational planning processes and financial decision-making …