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Rachel Bi, Ph.D.

Director, UVU FinTech Center Utah Valley University

  • Orem UT

Bi is an expert in FinTech innovation and financial planning software

Contact

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Biography

Dr. Qianwen Bi is an associate professor in the Personal Financial Planning program and the head of the Finance and Economics Department at Utah Valley University Woodbury School of Business. She has been teaching financial planning software in the classroom for over 14 years and has been leading the Technology Applications in Personal Financial Planning course at Utah Valley University for eight years. Working with students at the WSB FinTech Center, Dr. Bi has been exploring new business applications using cutting-edge technologies such as Artificial Intelligence (AI), Blockchain, Cloud Computing, and Machine Learning. The FinTech center has a mission to advance our education and promote student success through interdisciplinary, hands-on, innovative projects.

Areas of Expertise

Blockchain and cryptocurrency technology
Digital transformation in financial services
AI applications in business
Financial planning software
Fintech

Accomplishments

UVU Academic Service Learning Community-based Research Fellowship Award

Center of Social Impact - 2018

Presidential Award of Excellence

UVU Board of Trustees - 2019

WSB Dean's Ian Wilson Community Engagement Award

Woodbury School of Business - 2024

Education

Texas Tech University

Ph.D.

Personal Financial Planning

2015

Texas Tech University

M.B.A.

2011

Texas Tech University

M.S.

Personal Financial Planning

2011

Courses

Technological Applications in Personal Financial Planning, Spring

FIN 4290

Principles of Finance

FIN 3100

Personal Finance

FIN 1060

Articles

Stock Market Feature Selection Using Orthogonal Array

ieeexplore

2022-06-20

In this research, we propose using the orthogonal array to systematically generate pairs of input data fields for the Machine Learning model developed in our previous works.

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The Impact of Using Financial Technology on Positive Financial Behaviors

Journal of Financial Planning

2022-04-01

Technological innovation plays an important
role in the development of the financial services
industry.

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The Efficacy of Publicly-Available Retirement Planning Tools

SSRN

2018-10-09

Publicly available retirement planning tools are publicized to aid households in their retirement planning efforts, but households are likely overestimating tool effectiveness.

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