The financial sector is rushing to board the DeepSeek express, with securities firms, banks, and funds all "going online."

The popular DeepSeek quickly entered various industries after the Lunar New Year, especially the financial sector, which is eager to try new things.

Information from the industry shows that several brokerages, including Guotai Junan Securities, GF SECURITIES, Industrial Securities, Zhongtai Securities, Guoyuan Securities, Guojin Securities, and Huafu Securities, as well as Huatai-PineBridge Fund, are actively deploying the DeepSeek large model locally.

At the same time, according to the latest news, many public funds in the industry have announced the completion of the privatization deployment of the DeepSeek model, including leading fund companies such as Huatai-PineBridge, Franklin Templeton, Guotai, China Europe, Invesco Great Wall, Nuoan, Yongying, and Bosera.

In addition, several banks, including Jiangsu Bank, have expressed their intention to introduce and apply DeepSeek.

Brokerages: Planning to Expand AI into Core Business Areas

Securities companies with strong technology and innovation awareness are the "early adopters" of this round of DeepSeek deployment.

Taking Guojin Securities as an example, the company has reportedly completed the localized deployment testing of DeepSeek. This test aims to apply it in various scenarios such as information retrieval, document processing, industry research, and market analysis, and plans to further expand into core business areas such as intelligent services, risk management, and investment analysis in the future, comprehensively promoting the intelligent upgrade of the company's business and creating long-term value for investors.

It is reported that Guojin Securities' phased goals include: integrating DeepSeek and mainstream market models into the company's AI office assistant to empower employees and improve work efficiency; exploring applications in data processing, product production, and customer service to enhance product and service quality; and further exploring the efficiency of using artificial intelligence technology based on the initial exploration of large model scenarios, as well as the potential for controllable risks and cost reduction.

Funds: DeepSeek Will Empower Investment Research, Sales, Risk Control, and Customer Service

The goal of public funds introducing DeepSeek is very clear: empowerment.

Taking Huatai-PineBridge Fund as an example, the company recently announced that it has completed the privatization deployment of the DeepSeek series of open-source models, which will be applied in core business scenarios such as investment research, product sales, risk control compliance, and customer service. This move marks another important step for Huatai-PineBridge in the field of financial technology, continuously deepening digital transformation by introducing cutting-edge AI technology, and providing investors with more precise, efficient, and personalized smart financial services.

Huatai-PineBridge stated that from intelligent assistance in investment research to personalized experience enhancement in customer service, and to precise management in risk control, large model technology is deeply integrated into various business segments of the company. For example, in e-commerce, the company's internet finance department has formed an AI team codenamed "deepfund," utilizing AI large models to comprehensively enhance the operational efficiency and user experience of fund e-commerce, promoting the intelligent development of e-commerce sales.

Banks: Introducing AI to Reshape Financial Service Models

Banks, which have vast customer and data resources, also have a clear goal for implementing DeepSeek Jiangsu Bank is reportedly leveraging the "Smart Xiao Su" large language model service platform to successfully localize and deploy the fine-tuned DeepSeek-VL2 multimodal model and the lightweight DeepSeek-R1 inference model. These models are applied in intelligent contract quality inspection and automated valuation reconciliation scenarios. By mining and analyzing vast amounts of financial data, they are reshaping financial service models and achieving breakthroughs in both the accuracy of financial semantic understanding and business efficiency, injecting strong momentum into business development.

According to Jiangsu Bank, the company continues to explore the application of large model technology in financial scenarios, with leading innovative practices in areas such as intelligent customer service, smart office, data governance, and risk control. Nearly twenty scenarios have been implemented, significantly freeing up productivity for customer service representatives, account managers, and R&D operations personnel.

Exploring Application Boundaries

Overall, financial institutions are more inclined to apply AI technology in customer service, sales, research, and risk control, and there are more successful cases emerging.

However, at the same time, finding the strengths and weaknesses of AI applications and clarifying their application boundaries is also a matter that the industry needs to explore.

As mentioned in DeepSeek's response to the industry question, "Why do you think it's unreliable to act as a financial advisor?":

DeepSeek has significant shortcomings in data processing, technical stability, compliance, and humanized service, making it difficult to fulfill the role of a professional financial advisor. Investors should be wary of the potential risks hidden beneath its technological halo, especially concerning data security, decision bias, and associations with illegal services. For complex financial needs, it is still recommended to combine the artificial services of licensed advisors to balance efficiency and risk control.

In the future, how to achieve a better balance and risk control will certainly be a question that financial institutions need to consider.

Risk Warning and Disclaimer

The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investing based on this is at one's own risk