GuShiio.com ①DeepSeek exploded in the financial circle, with brokers asking fancy questions and playing AI into a “financial mentor” or even a “spokesperson for their own country”;
② Brokers not only tap the potential of AI through creative questions, but also regard it as an efficiency tool to deeply empower work processes.
Cailian News Agency, February 8 (Reporter Wang Chen)DeepSeek is also “crazy” in the financial circle! From the official public account of securities firms to the circle of friends of front-line practitioners, from shareholder exchange groups to industry forums, it can be seen everywhere. DeepSeek is integrating into the financial scene in a multi-dimensional role.
However, this time AI is no longer a technical symbol that can only be viewed from a distance, but has been played by brokers as a “financial mentor” or even a “own spokesperson”-asking which to choose to open an account, which to choose to invest and manage money, teaching ETFs to get started, helping customers diagnose positions, and even directly using DeepSeek’s reply to start advertising.
Brokers not only tap the potential of AI through creative questions, but also regard it as an efficiency tool to promote iterative upgrades of service models and user experiences. At the same time, securities firms are also intensively promoting the localization deployment of DeepSeek. Eight securities firms including Guotai Junan, Guangfa Securities, Guoyuan Securities, Industrial Securities, Guojin Securities, Huafu Securities, Everbright Securities, and Zhongtai Securities are all taking active actions. The introduction and localization of DeepSeek are becoming a new engine for securities firms to reduce costs and increase efficiency.
At the brokerage talent selection site, who is DeepSeek’s chosen son?
“If you could only open one securities account, which securities company would you choose?” When netizens threw this question to DeepSeek, the AI gave the answer after some “deep thinking”: Huatai Securities! This result was quickly transformed into brand promotion material by Huatai Securities, and published a post on the public account “Versailles”:”It seems that even AI feels our charm!”
In order to prove that it “deserves its reputation”, Huatai directly launched the “boastful mode”-the “Zangle Fortune Connect” APP slipped to “Stock trading can create a sense of enjoyment of chocolate advertisements”, and the customer service was professional to the point that “it is more considerate than the warm sun in winter.”, even joked: “If you don’t choose Huatai, AI will be anxious with you!” This wave of operations not only demonstrated its technical strength, but also gained the popularity of AI. Huatai Securities used AI to complete a “self-certification” exercise.
Just after Huatai Securities finished its show, CITIC Securities employees also posted a conversation with DeepSeek: “If you only choose one securities company to invest and manage financial management, who should you choose?” DeepSeek’s answer is CITIC Securities, citing reasons such as “full business chain advantages” and “strong investment and research strength”. Interestingly, the employee also asked questions about ChatGPT, Doubao, Kimi and other AI tools, and all got the same answer-CITIC Securities. Some practitioners jokingly said: CITIC is relying on its strength to make the AI collective “stand in line”!
This seemingly easy “AI draft” actually reflects the importance securities firms attach to brand influence. Although AI recommendations rely on public data and algorithmic models, their conclusions can easily affect users ‘minds. Therefore, AI may become a “new yardstick” of brokerage influence. How to win AI “recognition” through technology, services and reputation will become a new topic in brokerage brand building.
Teach stocks and invest, brokers shape DeepSeek into a “financial mentor”
If the brokerage draft is a “brand project”, then Guangfa Securities’s question directly hits the pain point of investors: “How do ETFs go from entry to mastery?” DeepSeek’s answers have been compiled into a “white-friendly” guide, which is as clear as a textbook from basics and investment strategies to account opening and mock trading.
Guoyuan Securities went one step further and directly taught shareholders “how to use DeepSeek to assist in stock trading.” They introduced the key points of using DeepSeek to investors and summarized four major auxiliary investment scenarios: first, information acquisition, such as macroeconomic and industry trends; second, company-specific information, such as the company’s main businesses, operating results, major events, etc.; third, Data analysis, such as stock trends and trading volume; fourth, learning and research, such as investment knowledge, experiences and lessons, etc.
Some investors joked: “In the past, stock trading relied on intuition, but now it relies on AI. Next time, can we lose money and give it to robots?”
Reshaping brokerage work processes, DeepSeek has become a “fishing artifact” for brokers
Faced with the promotion demand of new customer financial products, a receptionist at a brokerage tried to use DeepSeek to generate promotional copies. When asked “How to promote brokerage new customer financial management”, AI not only outputs multiple creative slogans (such as “Let idle funds ‘turn’ and gain both income and liquidity”), but can also adjust the language according to the characteristics of different customer groups.
In the field of asset allocation, some investment advisers input client positions into DeepSeek, which can not only analyze industry risks and valuation levels, but also give suggestions for adjusting positions. For example, it may prompt that “a certain semiconductor stock position is too high and it is recommended to replace it with a defensive sector”, or “the current portfolio volatility exceeds the customer’s risk tolerance range.” Such analysis provides data support for consultants and makes their recommendations more objective and convincing.
Leaders compete with small and medium-sized securities firms to compete for the DeepSeek ecosystem
Under the wave of the DeepSeek model, domestic securities firms have accelerated their technology layout and jointly promoted the deep integration of AI and financial services.
Guotai Junan has taken the lead in completing the localized deployment of the DeepSeek model before the Spring Festival. At present, it has integrated it into the “Junhong Lingxi” model in scenario application testing to strengthen the application capabilities of core scenarios such as intelligent investment research, investment care, and risk control. Provide users and employees with more accurate and efficient AI services. Guangfa Securities launched DeepSeek-based Weixin Mini Programs before the Spring Festival to empower clients and customer activities. Currently, it has completed the localized deployment of the DeepSeek model.
Industrial Securities integrates open source models such as DeepSeek and QWen through Digital Intelligence China Platform to form a multimodal large model matrix, focusing on improving knowledge base Q & A, personalized plan formulation and R & D efficiency. Huafu Securities focuses on the strategy of “high-quality data + highly adapted scenarios”. After connecting with DeepSeek-V3 and R1 models, it empowers employees to question and answer, formulate marketing plans and accompany customers.
Guojin Securities has completed the localization test of DeepSeek-R1, focusing on information retrieval, document processing and market research and judgment. In the future, it will expand to intelligent customer service, risk management and other fields to build an “AI-friendly organization” to promote wealth management and investment banking. Digital transformation of business. Zhongtai Securities said that it will complete the localized deployment of DeepSeekR1 in 2025 and is conducting testing and research on scenarios such as Q & A, documentation, investment consulting, investment research, and code generation. It plans to apply it to wealth management, investment banking business, investment research analysis, and R & D assistance in the future.
Guoyuan Securities takes “Liaoyuan Intelligent Assistant” as its core and integrates DeepSeek-R1 to achieve precise semantic understanding and multiple rounds of dialogue, covering compliance questions and answers, business guidance and other scenarios. Everbright Securities has completed the privatization deployment and multi-scenario application testing of the DeepSeek model, and has achieved full-stack localization adaptation based on Huawei’s NPU computing power platform, improving quality and efficiency in scenarios such as employee empowerment, intelligent compliance, data services, and software development and testing.
Hua ‘an Securities has also successfully completed the localized deployment and scenario adaptation of DeepSeek’s newly released reasoning model DeepSeek-R1. Huaan Securities believes that DeepSeek-R1 will accelerate the large-scale application of artificial intelligence in vertical fields with its innovative algorithms and excellent performance, and the dual advantages of “double performance and diminishing cost”. In view of the high complexity, high compliance, and high real-time characteristics of the financial industry, the company has initially built an AI mid-stage, using the large model as the hub, integrating and deploying various AI capabilities, and achieving efficient utilization and collaborative operation of AI resources. Provide strong support for the intelligent upgrade and innovative development of subsequent businesses.
