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Systems and methods for providing customized financial advice

Abstract:

A system includes one or more memory devices storing instructions, and one or more processors configured to execute the instructions to perform steps of a method for providing customized financial advice. The system may receive transaction data for a transaction associated with a customer and satisfaction data associated with the transaction. Based on the received transaction data and satisfaction data, the system may update a financial state of the customer and a financial policy for determining one or more actions to take in order to maximize a cumulative reward associated with the customer. The system may determine and output a recommended action based on the updated financial policy and customer financial state.