{"id":"https://openalex.org/W4408117025","doi":"https://doi.org/10.3390/info16030196","title":"A Systematic Literature Review of Financial Product Recommendation Systems","display_name":"A Systematic Literature Review of Financial Product Recommendation Systems","publication_year":2025,"publication_date":"2025-03-03","ids":{"openalex":"https://openalex.org/W4408117025","doi":"https://doi.org/10.3390/info16030196"},"language":"en","primary_location":{"id":"doi:10.3390/info16030196","is_oa":true,"landing_page_url":"https://doi.org/10.3390/info16030196","pdf_url":"https://www.mdpi.com/2078-2489/16/3/196/pdf?version=1740997085","source":{"id":"https://openalex.org/S4210219776","display_name":"Information","issn_l":"2078-2489","issn":["2078-2489"],"is_oa":true,"is_in_doaj":true,"is_core":true,"host_organization":"https://openalex.org/P4310310987","host_organization_name":"Multidisciplinary Digital Publishing Institute","host_organization_lineage":["https://openalex.org/P4310310987"],"host_organization_lineage_names":["Multidisciplinary Digital Publishing Institute"],"type":"journal"},"license":"cc-by","license_id":"https://openalex.org/licenses/cc-by","version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"Information","raw_type":"journal-article"},"type":"review","indexed_in":["crossref","doaj"],"open_access":{"is_oa":true,"oa_status":"gold","oa_url":"https://www.mdpi.com/2078-2489/16/3/196/pdf?version=1740997085","any_repository_has_fulltext":true},"authorships":[{"author_position":"first","author":{"id":null,"display_name":"Di Wu","orcid":"https://orcid.org/0009-0005-9762-4155"},"institutions":[{"id":"https://openalex.org/I37461747","display_name":"Wuhan University","ror":"https://ror.org/033vjfk17","country_code":"CN","type":"education","lineage":["https://openalex.org/I37461747"]}],"countries":["CN"],"is_corresponding":false,"raw_author_name":"Di Wu","raw_affiliation_strings":["School of Information Management, Wuhan University, Wuhan 430072, China"],"raw_orcid":"https://orcid.org/0009-0005-9762-4155","affiliations":[{"raw_affiliation_string":"School of Information Management, Wuhan University, Wuhan 430072, China","institution_ids":["https://openalex.org/I37461747"]}]},{"author_position":"last","author":{"id":"https://openalex.org/A5100637111","display_name":"Xuhui Li","orcid":"https://orcid.org/0000-0002-0711-7928"},"institutions":[{"id":"https://openalex.org/I37461747","display_name":"Wuhan University","ror":"https://ror.org/033vjfk17","country_code":"CN","type":"education","lineage":["https://openalex.org/I37461747"]}],"countries":["CN"],"is_corresponding":true,"raw_author_name":"Xuhui Li","raw_affiliation_strings":["Big Data Institute, Wuhan University, Wuhan 430072, China","School of Information Management, Wuhan University, Wuhan 430072, China"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"Big Data Institute, Wuhan University, Wuhan 430072, China","institution_ids":["https://openalex.org/I37461747"]},{"raw_affiliation_string":"School of Information Management, Wuhan University, Wuhan 430072, China","institution_ids":["https://openalex.org/I37461747"]}]}],"institutions":[],"countries_distinct_count":1,"institutions_distinct_count":1,"corresponding_author_ids":["https://openalex.org/A5100637111"],"corresponding_institution_ids":["https://openalex.org/I37461747"],"apc_list":{"value":1400,"currency":"CHF","value_usd":1782},"apc_paid":{"value":1400,"currency":"CHF","value_usd":1782},"fwci":1.9685,"has_fulltext":false,"cited_by_count":4,"citation_normalized_percentile":{"value":0.84691358,"is_in_top_1_percent":false,"is_in_top_10_percent":false},"cited_by_percentile_year":{"min":97,"max":98},"biblio":{"volume":"16","issue":"3","first_page":"196","last_page":"196"},"is_retracted":false,"is_paratext":false,"is_xpac":false,"primary_topic":{"id":"https://openalex.org/T11326","display_name":"Stock Market Forecasting Methods","score":0.9912999868392944,"subfield":{"id":"https://openalex.org/subfields/1803","display_name":"Management Science and Operations Research"},"field":{"id":"https://openalex.org/fields/18","display_name":"Decision Sciences"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}},"topics":[{"id":"https://openalex.org/T11326","display_name":"Stock Market Forecasting Methods","score":0.9912999868392944,"subfield":{"id":"https://openalex.org/subfields/1803","display_name":"Management Science and Operations Research"},"field":{"id":"https://openalex.org/fields/18","display_name":"Decision Sciences"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}},{"id":"https://openalex.org/T12384","display_name":"Customer churn and segmentation","score":0.9653000235557556,"subfield":{"id":"https://openalex.org/subfields/1406","display_name":"Marketing"},"field":{"id":"https://openalex.org/fields/14","display_name":"Business, Management and Accounting"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}},{"id":"https://openalex.org/T10270","display_name":"Blockchain Technology Applications and Security","score":0.9577000141143799,"subfield":{"id":"https://openalex.org/subfields/1710","display_name":"Information Systems"},"field":{"id":"https://openalex.org/fields/17","display_name":"Computer Science"},"domain":{"id":"https://openalex.org/domains/3","display_name":"Physical Sciences"}}],"keywords":[{"id":"https://openalex.org/keywords/systematic-review","display_name":"Systematic review","score":0.5171536803245544},{"id":"https://openalex.org/keywords/product","display_name":"Product (mathematics)","score":0.4351976811885834},{"id":"https://openalex.org/keywords/business","display_name":"Business","score":0.42118188738822937},{"id":"https://openalex.org/keywords/computer-science","display_name":"Computer science","score":0.36899951100349426},{"id":"https://openalex.org/keywords/political-science","display_name":"Political science","score":0.14056822657585144},{"id":"https://openalex.org/keywords/medline","display_name":"MEDLINE","score":0.11850443482398987},{"id":"https://openalex.org/keywords/mathematics","display_name":"Mathematics","score":0.06883186101913452}],"concepts":[{"id":"https://openalex.org/C189708586","wikidata":"https://www.wikidata.org/wiki/Q1504425","display_name":"Systematic review","level":3,"score":0.5171536803245544},{"id":"https://openalex.org/C90673727","wikidata":"https://www.wikidata.org/wiki/Q901718","display_name":"Product (mathematics)","level":2,"score":0.4351976811885834},{"id":"https://openalex.org/C144133560","wikidata":"https://www.wikidata.org/wiki/Q4830453","display_name":"Business","level":0,"score":0.42118188738822937},{"id":"https://openalex.org/C41008148","wikidata":"https://www.wikidata.org/wiki/Q21198","display_name":"Computer science","level":0,"score":0.36899951100349426},{"id":"https://openalex.org/C17744445","wikidata":"https://www.wikidata.org/wiki/Q36442","display_name":"Political science","level":0,"score":0.14056822657585144},{"id":"https://openalex.org/C2779473830","wikidata":"https://www.wikidata.org/wiki/Q1540899","display_name":"MEDLINE","level":2,"score":0.11850443482398987},{"id":"https://openalex.org/C33923547","wikidata":"https://www.wikidata.org/wiki/Q395","display_name":"Mathematics","level":0,"score":0.06883186101913452},{"id":"https://openalex.org/C2524010","wikidata":"https://www.wikidata.org/wiki/Q8087","display_name":"Geometry","level":1,"score":0.0},{"id":"https://openalex.org/C199539241","wikidata":"https://www.wikidata.org/wiki/Q7748","display_name":"Law","level":1,"score":0.0}],"mesh":[],"locations_count":2,"locations":[{"id":"doi:10.3390/info16030196","is_oa":true,"landing_page_url":"https://doi.org/10.3390/info16030196","pdf_url":"https://www.mdpi.com/2078-2489/16/3/196/pdf?version=1740997085","source":{"id":"https://openalex.org/S4210219776","display_name":"Information","issn_l":"2078-2489","issn":["2078-2489"],"is_oa":true,"is_in_doaj":true,"is_core":true,"host_organization":"https://openalex.org/P4310310987","host_organization_name":"Multidisciplinary Digital Publishing Institute","host_organization_lineage":["https://openalex.org/P4310310987"],"host_organization_lineage_names":["Multidisciplinary Digital Publishing Institute"],"type":"journal"},"license":"cc-by","license_id":"https://openalex.org/licenses/cc-by","version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"Information","raw_type":"journal-article"},{"id":"pmh:oai:doaj.org/article:f9d29ab88a324050a1b525eb00f54acb","is_oa":true,"landing_page_url":"https://doaj.org/article/f9d29ab88a324050a1b525eb00f54acb","pdf_url":null,"source":{"id":"https://openalex.org/S4306401280","display_name":"DOAJ (DOAJ: Directory of Open Access Journals)","issn_l":null,"issn":null,"is_oa":false,"is_in_doaj":false,"is_core":false,"host_organization":null,"host_organization_name":null,"host_organization_lineage":[],"host_organization_lineage_names":[],"type":"repository"},"license":"cc-by-sa","license_id":"https://openalex.org/licenses/cc-by-sa","version":"submittedVersion","is_accepted":false,"is_published":false,"raw_source_name":"Information, Vol 16, Iss 3, p 196 (2025)","raw_type":"article"}],"best_oa_location":{"id":"doi:10.3390/info16030196","is_oa":true,"landing_page_url":"https://doi.org/10.3390/info16030196","pdf_url":"https://www.mdpi.com/2078-2489/16/3/196/pdf?version=1740997085","source":{"id":"https://openalex.org/S4210219776","display_name":"Information","issn_l":"2078-2489","issn":["2078-2489"],"is_oa":true,"is_in_doaj":true,"is_core":true,"host_organization":"https://openalex.org/P4310310987","host_organization_name":"Multidisciplinary Digital Publishing Institute","host_organization_lineage":["https://openalex.org/P4310310987"],"host_organization_lineage_names":["Multidisciplinary Digital Publishing Institute"],"type":"journal"},"license":"cc-by","license_id":"https://openalex.org/licenses/cc-by","version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"Information","raw_type":"journal-article"},"sustainable_development_goals":[],"awards":[{"id":"https://openalex.org/G3189571495","display_name":null,"funder_award_id":"2023YFC3321300","funder_id":"https://openalex.org/F4320321540","funder_display_name":"Ministry of Science and Technology of the People's Republic of China"}],"funders":[{"id":"https://openalex.org/F4320321540","display_name":"Ministry of Science and Technology of the People's Republic of China","ror":"https://ror.org/027s68j25"}],"has_content":{"pdf":true,"grobid_xml":false},"content_urls":{"pdf":"https://content.openalex.org/works/W4408117025.pdf"},"referenced_works_count":59,"referenced_works":["https://openalex.org/W2749522917","https://openalex.org/W2780013296","https://openalex.org/W2781849598","https://openalex.org/W2792952009","https://openalex.org/W2794165871","https://openalex.org/W2796929742","https://openalex.org/W2883692332","https://openalex.org/W2885126078","https://openalex.org/W2893300720","https://openalex.org/W2894873748","https://openalex.org/W2903979156","https://openalex.org/W2910261926","https://openalex.org/W2911971986","https://openalex.org/W2933053849","https://openalex.org/W2945302307","https://openalex.org/W2963495788","https://openalex.org/W2967150747","https://openalex.org/W2969886070","https://openalex.org/W2972409783","https://openalex.org/W2979450518","https://openalex.org/W3002351963","https://openalex.org/W3004020878","https://openalex.org/W3008676720","https://openalex.org/W3009012433","https://openalex.org/W3020868423","https://openalex.org/W3021408658","https://openalex.org/W3022273229","https://openalex.org/W3034771451","https://openalex.org/W3047659929","https://openalex.org/W3094541172","https://openalex.org/W3104439459","https://openalex.org/W3112351079","https://openalex.org/W3128347681","https://openalex.org/W3135565911","https://openalex.org/W3160222876","https://openalex.org/W3179886952","https://openalex.org/W3190469032","https://openalex.org/W3191858159","https://openalex.org/W3192477731","https://openalex.org/W3196063200","https://openalex.org/W3200559202","https://openalex.org/W4200415231","https://openalex.org/W4210293606","https://openalex.org/W4214949053","https://openalex.org/W4223569375","https://openalex.org/W4226207088","https://openalex.org/W4285412570","https://openalex.org/W4293045069","https://openalex.org/W4297982274","https://openalex.org/W4387212059","https://openalex.org/W4388441844","https://openalex.org/W4391097216","https://openalex.org/W4391595086","https://openalex.org/W4392143762","https://openalex.org/W4399294690","https://openalex.org/W6749998608","https://openalex.org/W6791643599","https://openalex.org/W6794779019","https://openalex.org/W7014492099"],"related_works":["https://openalex.org/W4391375266","https://openalex.org/W2899084033","https://openalex.org/W2748952813","https://openalex.org/W2390279801","https://openalex.org/W4391913857","https://openalex.org/W2358668433","https://openalex.org/W4396701345","https://openalex.org/W2376932109","https://openalex.org/W2001405890","https://openalex.org/W3022942420"],"abstract_inverted_index":{"E-finance":[0],"has":[1,216],"brought":[2],"many":[3],"challenges":[4],"while":[5],"promoting":[6],"the":[7,28,38,58,115,142,154,161,184,187,194,207],"process":[8],"of":[9,83,117,128,144,157,173,186,199,209,227],"financial":[10,18,33,42,51,84,87,90,94,97,129,132,135,139,158,165,210],"inclusion,":[11],"thus":[12],"raising":[13],"users\u2019":[14,151],"requirements":[15],"for":[16,153],"Internet":[17],"services,":[19],"including":[20],"recommendation":[21,44,47,53,99,146],"systems.":[22],"This":[23],"systematic":[24],"literature":[25,59],"review":[26],"examines":[27],"latest":[29],"research":[30,77,122,190,221],"approaches":[31],"to":[32,70],"product":[34,43,52,98,211],"recommendation,":[35,212,230,232],"focuses":[36,79,124],"on":[37,61,80,125,193],"characteristics":[39],"that":[40,75],"distinguish":[41],"from":[45,68],"other":[46,93,138,234],"domains,":[48],"proposes":[49],"a":[50],"system":[54],"framework,":[55],"and":[56,92,114,137,170,196,201,219,233],"organizes":[57],"based":[60],"this.":[62],"By":[63],"examining":[64],"65":[65],"publications":[66],"published":[67],"2018":[69],"2024,":[71],"this":[72],"analysis":[73],"finds":[74],"current":[76],"primarily":[78,123],"three":[81,126],"categories":[82,127],"products:":[85,130],"bank":[86,131],"products,":[88,91,133,136],"securities":[89,134],"products.":[95,140,159],"The":[96],"problem":[100],"is":[101],"characterized":[102],"by":[103],"significant":[104],"features":[105,200],"such":[106],"as":[107],"multi-objectivity,":[108],"wide":[109],"feature":[110],"space,":[111],"time":[112,166,197],"sensitivity,":[113],"existence":[116],"parallel":[118],"interactive":[119],"behaviors.":[120],"Current":[121],"With":[141],"aid":[143],"personalized":[145],"methods,":[147],"one":[148],"can":[149,182,222],"capture":[150],"preferences":[152],"abstract":[155],"attributes":[156],"Exploring":[160],"potential":[162],"correlations":[163],"among":[164],"series":[167],"enables":[168],"accurate":[169],"rapid":[171],"prediction":[172],"price":[174],"trends.":[175],"Characterizing":[176],"unstructured":[177],"data":[178],"using":[179],"text-mining":[180],"techniques":[181],"improve":[183],"accuracy":[185],"model.":[188],"Existing":[189],"methods":[191],"focus":[192],"multi-domain":[195],"sensitivity":[198],"have":[202],"achieved":[203],"certain":[204],"results":[205],"in":[206],"field":[208],"but":[213],"each":[214],"method":[215],"its":[217],"shortcomings,":[218],"future":[220],"carry":[223],"out":[224],"in-depth":[225],"exploration":[226],"multi-behavioral":[228],"sequence":[229],"multi-task":[231],"aspects.":[235]},"counts_by_year":[{"year":2025,"cited_by_count":4}],"updated_date":"2026-07-22T07:51:19.307946","created_date":"2025-10-10T00:00:00"}
