More than 10 brokerages have integrated with third-party AI platforms, including Kimi, WorkBuddy, Qianwen and Volcano Engine. Several large houses are connecting to multiple platforms rather than choosing one; a CITIC Securities IT executive said platforms have different strengths and will be used by scenario. After a year of competing on in-house large models, brokers are prioritising new user touchpoints—delivering research, market data and other capabilities via skills or agents to reach more

More than 10 brokerages have integrated with third-party AI platforms, including Kimi, WorkBuddy, Qianwen and Volcano Engine. Several large houses are connecting to multiple platforms rather than choosing one; a CITIC Securities IT executive said platforms have different strengths and will be used by scenario. After a year of competing on in-house large models, brokers are prioritising new user touchpoints—delivering research, market data and other capabilities via skills or agents to reach more potential clients. For financial firms, competition for client traffic is now unavoidable, and plugging into leading platforms' mature ecosystems is the most direct route.