The VITA Financial Services Sales Support Environment
Alexander Felfernig, Klaus Isak, Krisztofer Szabó, P. Zachar · 2014
Knowledge-based recommender technologies support customers and sales representatives in the identification of appropriate products and services. These technologies are especially useful for complex and high involvement products such as cars, computers, or financial services. In this paper we present the VITA (Virtualis Tanacsado) financial services recommendation environment which has been deployed for the Fundamenta building and loan association in Hungary. On the basis of knowledge-based recommender technologies, VITA supports sales dialogs between Fundamenta sales representatives and customers interested in financial services (e.g., loans). VITA has been developed and is maintained on the basis of an environment which supports automated testing and debugging of