Download the data and metadata

Then submit the following deliverables which answer the main question: "What sequence, frequency and combination of channel outreach optimizes product portfolio (both depth and balance)?"

Deliverable 1) Describe your analytic process and technical results– one to two pages

i. Results from your exploration of the data

ii. Description of changes you made to prepare the data for model development (filtering, transformations, etc.) based on this exploration

iii. What model methodologies did you consider

iv. Which did you use for your final submission and how did you make the decision (what metrics did you use)

v. Are there any caveats about using your chosen model(s)

Deliverable 2) Document the code used for your final model(s) – no more than two pages

Deliverable 3) Present results and insights – one to three pages describing what the results from the modeling indicate and how they can help the business (visuals would be very helpful here).

i. What drives growth in accounts and/or balance between month 0 and month 12.

ii. What demographic types, if any, are more likely to increase (or reduce) their number of accounts and/or balance between month 0 and month 12?

iii. What types of accounts, customer interactions, customer events, or Wells Fargo outreach, are more correlated with account and/or balance change?

For accessibility, an audio file of this challenge can be found by clicking here and PDFs can be converted to speech here.