FinTech Project B23 - Fidelity - Customer Data Exploration and Analysis with a Geo-Spatial Focus

Phan, Sandra; Lafond, Jack; Jerusal, Janette

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FinTech Project B23 - Fidelity - Customer Data Exploration and Analysis with a Geo-Spatial Focus

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In collaboration with Fidelity Investments, this MQP explores their newly developed Business Performance Measurement dataset with customer level attribution. Our team created an application featuring an interactive map, data visualizations, and regression analyses, to uncover its key business insights including interactivity for extensive drill down capabilities, allowing the firm to understand their performance and customer tendencies in regions across the United States. This application serves as a prototype to understand the dataset’s current capabilities and how they can be enhanced. This project also serves as a framework to guide future development, as its design is adaptable and can be updated to reflect current user needs or interests.

This report represents the work of one or more WPI undergraduate students submitted to the faculty as evidence of completion of a degree requirement. WPI routinely publishes these reports on its website without editorial or peer review.

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