Evaluating the implementation of new services models in the financial advisory industry : a statistical data mining and system dynamics approach
Thesis (M.Eng.)--Massachusetts Institute of Technology, Dept. of Electrical Engineering and Computer Science, 2002.
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| Format: | Thesis |
| Language: | eng |
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Massachusetts Institute of Technology
2005
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| Online Access: | http://hdl.handle.net/1721.1/8067 |
| _version_ | 1826195052728156160 |
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| author | Barra, Hugo Botelho, 1976- |
| author2 | Gabriel R. Bitran. |
| author_facet | Gabriel R. Bitran. Barra, Hugo Botelho, 1976- |
| author_sort | Barra, Hugo Botelho, 1976- |
| collection | MIT |
| description | Thesis (M.Eng.)--Massachusetts Institute of Technology, Dept. of Electrical Engineering and Computer Science, 2002. |
| first_indexed | 2024-09-23T10:06:30Z |
| format | Thesis |
| id | mit-1721.1/8067 |
| institution | Massachusetts Institute of Technology |
| language | eng |
| last_indexed | 2024-09-23T10:06:30Z |
| publishDate | 2005 |
| publisher | Massachusetts Institute of Technology |
| record_format | dspace |
| spelling | mit-1721.1/80672019-04-12T07:42:08Z Evaluating the implementation of new services models in the financial advisory industry : a statistical data mining and system dynamics approach Barra, Hugo Botelho, 1976- Gabriel R. Bitran. Massachusetts Institute of Technology. Dept. of Electrical Engineering and Computer Science. Massachusetts Institute of Technology. Dept. of Electrical Engineering and Computer Science. Electrical Engineering and Computer Science. Thesis (M.Eng.)--Massachusetts Institute of Technology, Dept. of Electrical Engineering and Computer Science, 2002. Includes bibliographical references (p. 74). Program Alpha is a new business practice model designed to increase service quality and productivity of one of the world's largest financial services organizations, by implementing structured time management and a disciplined client and prospect contract process. This thesis quantitatively and qualitatively evaluates business impact of this program, by developing and applying two analytical frameworks. We first present and develop a System Dynamics framework for interpretation of qualitative information collected through interviews, focus groups and surveys, which measure the impact of Program Alpha from operational, organizational and behavioral perspectives. Secondly, we present a Statistical Data Mining framework for interpretation of quantitative financial and customer preference information. Using this framework, we generate a preliminary set of algorithmic guidelines for improvement of Program Alpha in future deployment stages. Such guidelines, based on statistical learning algorithms applied to historical data, aim to streamline the client segmentation process at the core of Program Alpha. by Hugh Botelho Barra. M.Eng. 2005-08-24T20:04:29Z 2005-08-24T20:04:29Z 2002 2002 Thesis http://hdl.handle.net/1721.1/8067 51056420 eng M.I.T. theses are protected by copyright. They may be viewed from this source for any purpose, but reproduction or distribution in any format is prohibited without written permission. See provided URL for inquiries about permission. http://dspace.mit.edu/handle/1721.1/7582 74 p. 5276897 bytes 5276654 bytes application/pdf application/pdf application/pdf Massachusetts Institute of Technology |
| spellingShingle | Electrical Engineering and Computer Science. Barra, Hugo Botelho, 1976- Evaluating the implementation of new services models in the financial advisory industry : a statistical data mining and system dynamics approach |
| title | Evaluating the implementation of new services models in the financial advisory industry : a statistical data mining and system dynamics approach |
| title_full | Evaluating the implementation of new services models in the financial advisory industry : a statistical data mining and system dynamics approach |
| title_fullStr | Evaluating the implementation of new services models in the financial advisory industry : a statistical data mining and system dynamics approach |
| title_full_unstemmed | Evaluating the implementation of new services models in the financial advisory industry : a statistical data mining and system dynamics approach |
| title_short | Evaluating the implementation of new services models in the financial advisory industry : a statistical data mining and system dynamics approach |
| title_sort | evaluating the implementation of new services models in the financial advisory industry a statistical data mining and system dynamics approach |
| topic | Electrical Engineering and Computer Science. |
| url | http://hdl.handle.net/1721.1/8067 |
| work_keys_str_mv | AT barrahugobotelho1976 evaluatingtheimplementationofnewservicesmodelsinthefinancialadvisoryindustryastatisticaldataminingandsystemdynamicsapproach |