← 资产管理与财富服务
工作 · 资产管理与财富服务
分析资产资料与投资情景
截至 2026-10-09，AI 把这项工作做到 L2 部分自动化。3 条更新涉及它，最强的证据：仅来自发布方。
- 级别
- L2部分自动化
- 更新
- 3
- 公司
- 3OpenAI · xAI · Google
- 最强证据
- T3仅来自发布方
L0人工L1辅助L2部分自动化L3有条件自动化L4高度自动化L5完全自动化
是什么把它推到这里
涉及这项工作的全部更新，最新的在前。
- 2026-09-10OpenAIOpenAI launches ChatGPT for Financial Services
OpenAI announced ChatGPT for Financial Services, a tailored ChatGPT Work experience combining built-in financial data with GPT-6 Astra reasoning for research, financial modeling and client materials.
- 2026-09-09xAIGrok adds Coinbase connector for trading and portfolio management
Grok can now trade and manage a portfolio on Coinbase via a connector, letting users check balances, analyze data, and place or cancel trades from chat.
- 无日期GoogleGemini specialized for financial services and legal industries in preview
Google is specializing Gemini for individual industries with skills, tools, and knowledge specific to each; now in preview for financial services and legal.