On October 6th, based on incomplete statistics, it was revealed that over 10 securities companies have already integrated with third-party AI platforms, including Kimi, WorkBuddy, Qianwen, and Volcano Engine. Rather than committing to a single platform, numerous large securities companies are choosing to connect with multiple platforms simultaneously. According to a source familiar with information technology at CITIC Securities, each platform boasts unique strengths, prompting securities companies to select the most appropriate ones tailored to specific scenarios. Just a year ago, securities companies were vying to develop their proprietary large-scale models. However, the trend has now shifted towards leveraging AI capabilities through third-party platforms. Industry experts opine that the primary motivation behind this strategic move by securities companies is to broaden their reach to new user segments. By deploying capabilities such as investment research and market data analysis through Skills or intelligent agents, securities companies can effectively engage with a wider pool of potential clients. For financial institutions, amid escalating competition for online traffic, integrating with the well-established ecosystems of leading platforms has emerged as one of the most straightforward and impactful strategies.
