Harmoney: Semantics for FinTech

Stijn Verstichel, Thomas Blommaert, Stijn Coppens, Thomas Van Maele, Wouter Haerick, Wouter Haerick, Femke Ongenae

2020

Abstract

As a result of legislation imposed by the European Parliament, in order to protect inhabitants from being exposed to a too high financial risk when investing in a variety of financial markets and products, Financial Service Providers (FSPs) are obliged to test the knowledge and experience of potential investors. This is oftemtimes done by means of questionnaires. However, these questionnaires differ in style and structure from one FSP to the other. The goal of this research is to manage in a more cost-effective manner (aligned with the needs and competencies of the individual financial investor in terms of products and services) the management of the private equity and to facilitate the fine-tuned personalised financial advisory services needed. This is achieved by means of a knowledge-based approach, integrating the available information of the investor (e.g. personal profile in terms of financial knowledge and experience) and for an extendable amount of financial service providers with their financial products and demonstrated by a number of exemplary use case scenarios.

Paper Citation

in Harvard Style

Verstichel S., Blommaert T., Coppens S., Van Maele T., Haerick W. and Ongenae F. (2020). Harmoney: Semantics for FinTech. In Proceedings of the 12th International Joint Conference on Knowledge Discovery, Knowledge Engineering and Knowledge Management (IC3K 2020) - Volume 2: KEOD; ISBN 978-989-758-474-9, SciTePress, pages 141-148. DOI: 10.5220/0010061301410148

in Bibtex Style

@conference{keod20,
author={Stijn Verstichel and Thomas Blommaert and Stijn Coppens and Thomas Van Maele and Wouter Haerick and Femke Ongenae},
title={Harmoney: Semantics for FinTech},
booktitle={Proceedings of the 12th International Joint Conference on Knowledge Discovery, Knowledge Engineering and Knowledge Management (IC3K 2020) - Volume 2: KEOD},
year={2020},
pages={141-148},
publisher={SciTePress},
organization={INSTICC},
doi={10.5220/0010061301410148},
isbn={978-989-758-474-9},
}

in EndNote Style

TY - CONF

JO - Proceedings of the 12th International Joint Conference on Knowledge Discovery, Knowledge Engineering and Knowledge Management (IC3K 2020) - Volume 2: KEOD
TI - Harmoney: Semantics for FinTech
SN - 978-989-758-474-9
AU - Verstichel S.
AU - Blommaert T.
AU - Coppens S.
AU - Van Maele T.
AU - Haerick W.
AU - Ongenae F.
PY - 2020
SP - 141
EP - 148
DO - 10.5220/0010061301410148
PB - SciTePress