Mutual Fund Investment User Analysis
An Indonesian investment platform startup is currently focusing on an app-based mutual fund investment at the end of September 2021. In the mobile app developed by the company, users can register as investors and conduct buy or sell transactions on selected mutual funds.
The marketing and sales team would like to run a thematic communication campaign for the upcoming product but want to tailor the campaign to a few different relevant segments. As a data analyst, provide segmentation for this purpose and give recommendations for the themes of the campaign.
Objective
Insights
Find the following:
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Users behavior,
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Best campaign for the upcoming product based on user segmentation,
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Number of active customer,
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The distribution of age, occupation and income range,
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The average AUM and average profit of each mutual fund,
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The average monthly buy/sell per mutual fund,
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Number of transactions (buy and sell) from August 2021 until September 2021,
-
Identify key trends of dataset by week and by day.​​​
Find the following:
-
Users behavior,
-
Best campaign for the upcoming product based on user segmentation,
-
Number of active customer,
-
The distribution of age, occupation and income range,
-
The average AUM and average profit of each mutual fund,
-
The average monthly buy/sell per mutual fund,
-
Number of transactions (buy and sell) from August 2021 until September 2021,
-
Identify key trends of dataset by week and by day.​​​
