Graz University of Technology Institute for Software Technology Inffeldgasse 16b/2 A-8010 Graz Austria Alexander Felfernig, Juha Tiihonen, and Paul Blazek, Editors Proceedings of the 1st International Workshop on Personalization & Recommender Systems in Financial Services April 16, 2015, Graz, Austria Chairs Alexander Felfernig, Graz University of Technology, Austria Juha Tiihonen, University of Helsinki, Finland Paul Blazek, cyLEDGE, Austria Program Committee Zoran Anišić, University of Novi Sad, Serbia Mathias Bauer, mineway GmbH, Germany Shlomo Berkovsky, NICTA, Australia Paul Blazek, cyLEDGE, Austria Robin Burke, DePaul University, IL, USA Kuan-Ta Chen, Academia Sinica, Taiwan Li Chen, Hong Kong Baptist University, China Marco De Gemmis, University of Bari, Italy John O’Donovan, University of California Santa Barbara, CA, USA Alexander Felfernig, Graz University of Technology, Austria Gerhard Friedrich, Alpen-Adria-Universitaet Klagenfurt, Austria Hagen Habicht, CLIC, HHL Leipzig Graduate School of Management, Germany Dietmar Jannach, TU Dortmund, Germany Gerhard Leitner, Alpen-Adria-Universitaet Klagenfurt, Austria Pasquale Lops, University of Bari, Italy Hans Lundberg, Linnaeus University, Sweden Eetu Mäkelä, Aalto University, Finland Birgit Penzenstadler, California State University Long Beach, CA, USA Giovanni Semeraro, University of Bari, Italy Ian Sutherland, IEDC-Bled School of Management, Slovenia Juha Tiihonen, Aalto University, Finland Nava Tintarev, University of Aberdeen, UK Shuang-Hong Yang, Twitter Inc., CA, US Markus Zanker, Alpen-Adria-Universitaet Klagenfurt, Austria Organizational Support Martin Stettinger, Graz University of Technology, Austria Preface Personalization and recommendation technologies provide the basis for applications that are tailored to the needs of individual users. These technologies play an increasingly important role for financial service providers. The selection of papers of this year’s workshop demonstrates the wide range of techniques including contributions on knowledge-based recommender systems, case-based reasoning, knowledge interchange, psychological aspects of recommender systems in financial services, MediaWiki-based recommendation technologies, smart data analysis and big data, and campaign customization. The workshop is of interest for both, researchers working in the various fields of personalization and recommender systems as well as for industry representatives. It provides a forum for the exchange of ideas, evaluations, and experiences. As such, this year's workshop on “Personalization & Recommender Systems in Financial Services” aims at providing a stimulating environment for knowledge-exchange among academia and industry and thus building a solid basis for further developments in the field. Alexander Felfernig, Juha Tiihonen, and Paul Blazek Contents Smart Data Analysis for Financial Services (invited talk) Mathias Bauer 1—2 Conflict Management in Interactive Financial Service Selection Alexander Felfernig and Martin Stettinger 3—10 An Integrated Knowledge Engineering Environment for Constraint-based Recommender Systems 11—18 Stefan Reiterer A Personal Data Framework for Exchanging Knowledge about Users in New Financial Services 19—26 Beatriz San Miguel, Jose M. del Alamo and Juan C. Yelmo Human Computation Based Acquisition Of Financial Service Advisory Practices Alexander Felfernig, Michael Jeran, Martin Stettinger, Thomas Absenger, 27—34 Thomas Gruber, Sarah Haas, Emanuel Kirchengast, Michael Schwarz, Lukas Skofitsch, and Thomas Ulz Case-based Recommender Systems for Personalized Finance Advisory (invited talk) Cataldo Musto and Giovanni Semeraro 35—36 PSYREC: Psychological Concepts to enhance the Interaction with Recommender Systems 37—44 Gerhard Leitner