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Financial circles have rushed to take the DeepSeek Express, and brokers, banks and funds have been

Release Time:2025-02-08

The popular DeepSeek quickly entered all walks of life after the start of the Lunar New Year. Especially the financial industry that is willing to try new things.


According to information from the industry, Guotai Junan, Guangfa Securities, Industrial Securities, Zhongtai Securities, Guoyuan Securities, Guojin Securities, Hua Fu Securities and many other brokers, as well as Huitianfu Fund, are actively deploying the localization of DeepSeek model.


At the same time, as of the latest news, a number of public offerings in the industry have also announced the completion of the privatization deployment of the DeepSeek model, including Huitianfu, Fuguo, Cathay Pacific, Central Europe, Jing Shun Great Wall, Nuoan, Yongying, Boss and many other head fund companies.


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


Brokerage: Plan to expand AI into core business areas.


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


Take Guojin Securities as an example. It is reported that the company has completed the localization deployment test of DeepSeek. The test aims to apply it to many 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, so as to comprehensively promote the intelligent upgrade of the company's business and create long-term value for investors.


It is reported that the stage objectives of Guojin Securities include: installing DeepSeek and mainstream market models on the company's AI office assistants to empower employees and improve work efficiency; Explore applications in data processing, product production, customer service and other fields to improve the quality of products and services; On the basis of exploring the large-scale model scene in the early stage, we will further explore the efficiency of using artificial intelligence technology and the potential of controlling risks and reducing costs.


Fund: DeepSeek will empower investment research, sales, risk control and customer service.


Public Offering of Fund's goal of introducing DeepSeek is clear and empowering.


Take Huitianfu Fund as an example. Recently, the company announced that it has completed the privatization deployment of DeepSeek series of open source models and will apply them to core business scenarios such as investment research, product sales, risk control compliance and customer service. This move marks another important step for Huitianfu in the field of financial technology. By introducing cutting-edge AI technology to continuously deepen digital transformation, Huitianfu will also provide investors with more accurate, efficient and temperature-sensitive smart financial services.


Hui Tianfu said that from the intelligent assistance of investment research, to the personalized experience improvement of customer service, to the precise management of risk control, the big model technology is deeply integrated into all business links of the company. Taking e-commerce as an example, the company's mutual fund department has set up an AI team codenamed "deepfund" to comprehensively improve the operational efficiency and user experience of fund e-commerce by using the AI big model and promote the intelligent development of e-commerce sales business.


Banks: introducing AI to reshape the financial service model


Banks with massive customers and data resources have a clear goal of landing DeepSeek.


It is reported that Jiangsu Bank has successfully localized and deployed the fine-tuned DeepSeek-VL2 multimodal model and the lightweight DeepSeek-R1 reasoning model based on the "Smart Little Su" big language model service platform, and applied them to the scenarios of intelligent contract quality inspection and automated valuation reconciliation, respectively. Through the mining and analysis of massive financial data, the financial service model has been reshaped, achieving a double breakthrough in the accuracy of financial semantic understanding and business efficiency, and injecting strong impetus into business development.


According to Jiangsu Bank, the company continues to explore the application of big model technology in financial scenarios, and has leading innovative practices in the fields of intelligent customer service, smart office, data governance, risk prevention and control, etc., and has landed in nearly 20 scenarios, releasing a lot of productivity for customer service agents, account managers, and R&D operation and maintenance personnel.


Explore application boundaries


Taken together, financial institutions are more inclined to apply AI technology in customer service, sales, research, risk control and other links, and there are more successful cases.


But at the same time, how to find the advantages and disadvantages of AI application and define its application boundary is also something that the industry needs to explore.


As DeepSeek mentioned in the answer to the industry question "Why do you think you are not reliable as a financial advisor":


DeepSeek has obvious defects in data processing, technical stability, compliance and humanized service, which makes it difficult to be qualified as a professional financial consultant. Investors need to be alert to the potential risks under their technical aura, especially in data security, decision-making deviation and illegal service correlation. For complex financial needs, it is still recommended to combine the manual services of licensed consultants to balance efficiency and risk control.


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


Risk warning and exemption clause

The market is risky and investment needs to be cautious. This paper does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, viewpoints or conclusions in this article are in line with their specific situation. Invest accordingly at your own risk.

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