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20250232376. Display Recommendati (The Toronto-Dominion Bank)

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DISPLAY RECOMMENDATIONS BASED ON SIMILARITY OF CONTENT

Abstract: an example operation includes one or more of storing portfolio content from a plurality of users, receiving a portfolio of a user during a call, determining that the user is similar to a subset of users from among the plurality of users based on execution of an artificial intelligence (ai) model on the portfolio of the user and the portfolio content from the plurality of users, identifying an item that is included in portfolios of the subset of users which is not included in the portfolio of the user, and displaying content about the item on a user interface.

Inventor(s): Linda Ling Tao, Anand Pandey, Prerak Trivedi, John Jong-Suk Lee

CPC Classification: G06Q40/06 (Asset management; Financial planning or analysis)

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