This project was used as a boot camp data analyst RevoU. This code aims to make an application that can buy and sell mutual funds (Indonesian: reksadana). The mutual funds consist of stocks mutual funds (saham), bond mutual funds (pendapatan tetap), money market mutual funds (pasar uang), and mixed-investment mutual funds (campuran).
In response to the marketing team's objective of creating thematic campaigns tailored to user preferences for the next month, this executive summary outlines the approach to be taken by the data analyst at our Indonesian investment startup. Our application facilitates the buying and selling of mutual funds, categorized into stocks (saham), bonds (pendapatan tetap), money market (pasar uang), and mixed-investment (campuran) funds.
Leveraging insights from the User Dataset, detailing registered user information, and the Daily User Transaction Dataset, offering user-level mutual fund balances, the primary goal is to conduct a strategic segmentation analysis. This analysis aims to identify distinct user groups based on their profiles and transactional behaviors. Subsequently, personalized thematic campaigns will be recommended for each segment, considering individual investment preferences and risk tolerances associated with different mutual fund types. The overarching objective is to enhance user engagement, satisfaction, and informed decision-making through targeted and compelling campaigns.
This dataset comprises two Indonesian mutual funds: the User Dataset, containing information about registered users on the platform, and the Daily User Transaction Dataset, which provides information on user-level mutual fund balances.
This project involves two main steps: Milestone 1 and Milestone 2. Milestone 1 mainly focuses on data cleaning, which includes checking values and typos, converting data types, handling missing values, removing duplicates, and more. After the cleaning process, exploratory data analysis is performed. Milestone 2, on the other hand, involves clustering, summary, and recommendation.
From the descriptive analysis above, we can conclude:
- Cluster 0 (Newbee) has an initial worker group user but has income <10jt - 1m, with the infrequent transaction and user type low-risk low-return investors.
- Cluster 1 (Oldbee) has a pre-retirement group user but has income <10jt - 500jt. with user type high-risk high-return investors.
Newbee: Give promos so that the number of there can increase like:
- FREE training class.
- Give cashback with the minimum transaction.
- Give them the minimum transaction target to get the. facilities provided in cluster 1.
Oldbee: Treat them like priority customers like:
- FREE cosultation.
- Wealth management service.
- Get FREE AUM/something on every new product lunch.
- Making easy access for transactions.
For further inquiries or to initiate a discussion, please feel free to contact me via email. Additionally, you can visit my professional website (click the image/gif).
