Python Project
Fintech’s Data About Mutual Funds Investment App
Background
The Fintech Company, currently focused on app-based mutual fund investment, will close at the end of September 2021.
In the mobile app developed by the company, users can register as investors and conduct buy or sell transactions on selected mutual funds.
In addition, the platform offers robo-investing, which allows users to invest in a diversified mutual fund portfolio without hassle while considering factors such as age, income, and overall risk profile.
In the second week of October, the company is set to expand into government bond investment products in addition to its existing mutual fund products.
The marketing and sales teams would like to run a thematic communication campaign for the upcoming product but want to tailor the campaign to a few different relevant segments.
As a data analyst, you’re tasked with providing segmentation for this purpose and giving communication recommendations for the themes of the campaign..
Results
- There are three kinds of clusters. Youth, early middle age, and late middle age
- Focused campaign on the top 30 customers that were predicted to buy bonds for the next campaign.
Tools
- Spreadsheet
- Python (Google Colab)