1. ML for FinTech: Some Examples
J.-S. Roger Jang (張智星)
MIR Lab, CSIE Dept.
National Taiwan University

2. Machine Learning for FinTech (1/2)
Numerous Examples!
Algorithmic trading (%3 in 2007 to %90 in 2017, source)
Credit screening
Customer tagging
Biometric identification
Loan estimation
Robo advisors
Chat robots
Emotion analysis of customer’s call
Exchange rate prediction …

3. Machine Learning for FinTech (2/2)
Specific examples
玉山銀行e指可貸：3分鐘取得貸款利率與額度
花旗銀行聲紋辨識：45 sec  15 sec
玉山銀行顧客貼標 …

4. Customer Tagging (顧客貼標)
Goal: Custom tagging for precision marketing
Resources
Personal info
Payment and purchase
Social networks
50% 旅遊
60% 動漫迷
25% 投資
30% 3C達人
15% 精品
10% 棒球迷
10% 美食

5. Six Traditional Chart Patterns
bull flag
head and shoulder
double bottoms
cup with handle
inverse head and shoulder
double tops

6. Methods for Recognition of Chart Patterns
Linear scaling in QBSH (query by humming/singing)
DTW (dynamic time warping)

7. Major Tasks in Chart Patterns Processing
Automatic chart identification for
Existing chart patterns
Custom chart patterns
Automatic chart discovery
Discovery of new charts that are influential to stock market
cup with handle
Custom chart pattern
以線性伸縮方法進行股價型態辨識 by 陳重吉, 清華大學碩士論文, 2016