机器人顾问的新兴领域:一种关系分析
Mar Arenas-Parra1, Héctor Rico-Pérez2, Raquel Quiroga-Garcia1
1Dpt. of Quantitative Economics, University of Oviedo, 33006, Oviedo, Asturias, Spain.
Heliyon
|September 10, 2024
概括
机器人咨询研究重点是对投资建议的自动化. 研究表明,学者们最感兴趣的是机器人顾问的人性方面,特别是客户分析和投资者对自动化反应.
科学领域:
- 商业与金融 商业与金融
- 信息系统信息系统信息系统
- 行为金融是行为金融.
背景情况:
- 机器人咨询 (RA) 是一种新兴的商业模式,自动化投资咨询服务.
- 关于机器人顾问的学术研究是相对较新的,但在不断增长.
- 了解RA研究中的学术重点对于未来的研究至关重要.
研究的目的:
- 分析关于机器人咨询 (RA) 的学术文献.
- 确定RA对投资咨询过程不同阶段的影响.
- 通过关键词关系分析来探索RA研究领域,以确定学术兴趣.
主要方法:
- 来自Scopus和Web of Science数据库的195篇已识别的论文的元数据分析 (直到2022年5月).
- 关键词关系分析标题,摘要和作者关键词,以提取知识模式.
- 确定五个集群,以确定和组织与类似主题的研究.
主要成果:
- 为RA同义词创建了19个不连接的概念家族的新词典.
- 研究表明,学术界对投资建议中涉及人为因素的方面感兴趣更高.
- 最相关的研究兴趣包括客户分析的自动化和客户对这种自动化的反应.
结论:
- 在机器人咨询研究中的学术关注集中在面向客户的投资咨询阶段.
- 人类因素,客户概况自动化和投资者反应是学术调查的关键领域.
- 本研究提供了RA研究的概念和关系结构,突出了关键的知识模式.
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