Special Topic: 2025 Bund Conference Insights Forum - AI Implementation in Finance
On September 10th, the Bund Conference Insights Forum on "AI Implementation in Finance" was held today. Bai Shuo, Chief Scientist and Director of Research Institute at Hundsun Technologies Inc., attended and participated in a panel discussion.
Bai Shuo first emphasized the core prerequisite for AI implementation in finance - compliance: "To ensure compliance, many things need to be done. First, it must have an identity. For example, if it serves as an investment advisor, it must comply with investment advisory regulations."
Regarding AI's specific role in investment advisory scenarios, Bai Shuo stated: "What can AI do in this process? It creates a workstation for investment advisors. Any materials you need, resources from various aspects, and even system operation results can all serve as your reference and help generate appropriate scripts. Artificial intelligence can understand your clients, sometimes even better than you do. It can achieve personalization for thousands of people, but the final checkpoint for generated content must still be human - this is a scenario where humans provide the final safety net." He also noted that "this boundary will likely persist for a considerable period."
Bai Shuo believes that there is a boundary issue between humans and AI, whether we call them intelligent agents or digital employees. This boundary issue is just emerging and will become increasingly prominent in the future. In reality, digital employees and intelligent agents are not yet that intelligent, and the propaganda about threats to human employees has somewhat exaggerated implications. Based on practical implementation experience, he pointed out: "Currently, when done well, it serves as an intelligent work partner, though sometimes not that intelligent. From our actual implementation and practice, this is roughly the position it occupies. We hope it will improve in the future, but right now, I believe these boundary issues haven't reached the point where we need to worry about them on a large scale."
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