The Era of Artificial Intelligence Begins in Retail Investment Platforms

Serdar HocamAuthor & Editor

Brokerage firms in Europe and the US have started integrating external artificial intelligence models such as ChatGPT and Claude directly into user accounts.

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Retail Investing Opens Up to AI Assistants | PYMNTS.com

Europe-based Scalable Capital has become the first bank to allow users to connect external artificial intelligence models like ChatGPT, Claude, and Grok directly to real brokerage accounts. Brokerage firms in the US are pursuing different strategies in this process.

Scalable Capital Leads the Way

Europe-based Scalable Capital has become the first financial institution to directly open its investment platform to external artificial intelligence assistants.

Thanks to a feature called Agentic Investing, users can connect their accounts containing real money with artificial intelligence models.

Functions of Artificial Intelligence and Security

Through the system, artificial intelligence can analyze portfolios, make comparisons, and arrange limit orders.

While explicit user approval is required for every transaction and savings plan, deposit and withdrawal transactions are conducted solely through its own platform.

Different Approaches of US Brokerage Firms

US brokerage firms are adopting different methods in artificial intelligence integration, presenting various models in the market.

While Robinhood isolates artificial intelligence in a separate sub-account, Interactive Brokers continues to act as an intermediary.

Investor Habits and Artificial Intelligence

Research shows that a significant portion of consumers actively use artificial intelligence tools for financial tasks and investments.

This situation paves the way for finance and technology companies to rapidly implement new artificial intelligence-focused solutions.