Author: OpenAI

Translated by: Shenchao TechFlow

Guide by Shenchao: OpenAI officially launched an enterprise-level ChatGPT for the financial services industry, with integrated financial data sources such as Daloopa, PitchBook, and LSEG, and in deep collaboration with Morgan Stanley and Evercore. For investment bankers and brokerage professionals, this is not only an efficiency tool but also a redefinition of research methods and workflows.

We are officially launching ChatGPT for Financial Services, a customized ChatGPT Work experience product that combines financial data with the reasoning capabilities of GPT-6 Astra, helping teams conduct research, build financial models, and create customized client materials.

This product was refined through our design collaboration with Morgan Stanley and Evercore. This partnership helped us precisely identify the biggest challenges that OpenAI can solve for financial institutions and guided us in creating solutions that assist every banker in their daily work.

High-quality data from providers such as Daloopa, PitchBook, LSEG News, and Crunchbase is built-in, eliminating the hassles of MCP connectors and data access. This data is indexed and hosted by OpenAI to achieve higher accuracy and granular citation features, allowing bankers to trace the original source of every number and conclusion, and verify evidence at any stage of analysis.

The product also natively provides cutting-edge intelligent capabilities, including GPT-6 Astra, and will continue to offer out-of-the-box updates as new models are released in the future. Enterprises can also centrally manage access and data connections through the corporate security and governance controls of ChatGPT.

Cutting-edge research shaped by financial expertise

Our early collaboration with Morgan Stanley and Evercore helped us identify a starting point: investment banking and equity research. Reliable data access and high-quality outcome generation have proven to be the biggest pain points for their teams. Our work with partners will influence subsequent training, product improvements, and our expansion into other financial service categories.

Design Partners

"The value of cutting-edge research lies in its genuine assistance to our employees in completing work crucial to clients. We are working together with OpenAI to bring this intelligence into how we conduct analyses and prepare recommendations. We can validate ideas together and influence the development direction of this technology. For us, this means that the product will increasingly align with our people, our methods, and the work that truly matters to our clients." (Morgan Stanley)

"At Evercore, we focus on the most important questions for our clients and have the opportunity to apply cutting-edge intelligence to help answer them. We are working closely with OpenAI to shape how its technology deepens the insights behind our recommendations, while upholding the judgment and high standards that clients expect from Evercore." (Evercore)

Data is the foundation of all financial analysis

ChatGPT for Financial Services brings together the financial data teams need, with the expected detail depth. We have incorporated high-quality financial data, streamlined connections with existing providers, and improved MCP performance.

Image: ChatGPT for Financial Services integrates built-in data, connected data sources, and financial analysis workflows.

Ready-to-use high-quality financial data

ChatGPT for Financial Services includes datasets from providers such as Daloopa, PitchBook, LSEG News, and Crunchbase, covering earnings call transcripts, financial statements, company fundamentals, and private companies.

Teams can immediately start using these datasets without the need to negotiate contracts or configure connectors. We index and host this data on OpenAI infrastructure, enhancing retrieval quality, reducing latency, and improving its presentation in product experience.

For bankers conducting P&L normalization analysis, this means being able to verify the reconciliation and notes behind adjusted EBITDA, understand which costs are excluded, and decide how to use it in valuations.

Our partners are at the core of this work. As we expand data coverage, we will continually deepen the model's understanding of these datasets. We will perform subsequent training on the model so that it can search, interpret, and utilize this data like the best analysts.

Image: Trace numbers and assertions back to specific tables and paragraphs, highlighting supporting information for verification.

Data Providers

"The value of financial research depends on the quality of its inputs, but reliable private market data is often difficult to find and verify from public sources. Today, Crunchbase's structured data on private companies—including companies, financing, investors, and acquisitions—is updated and validated, readily accessible to finance teams using ChatGPT. With Crunchbase data, finance teams can move faster from questions to meaningful insights." (Crunchbase CEO Jager McConnell)

"We are honored to be chosen as one of the native data partners for OpenAI for Financial Services. This continues our strategy as the data infrastructure for AI and intelligent workflows in the financial services space. Partnering with OpenAI is a tremendous opportunity to expand access to top-tier fundamental data and deliver accurate financial data directly to investors in the workflows they already use." (Daloopa CEO Thomas Li)

"The private market has always been difficult to see clearly, and obtaining a clear picture means piecing together data scattered across the market. PitchBook has been filling this gap for nearly two decades with reliable data and insights that investors can depend on. Our collaboration with OpenAI marks a direction for the industry: answers will be built on trusted data, not just speed." (PitchBook Executive Vice President of Technology and Engineering Tom Van Buskirk)

Access your company's existing subscriptions

We understand that many clients already have existing data subscriptions. Therefore, we are collaborating with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, and Moody's to advance shared login and permissions integration. Providers will be able to identify them via the user's ChatGPT login, automatically opening access to the data they already have access to.

Subscription Providers

"Trusted data is the foundation of every AI workflow. Introducing the S&P Global AI Data Portal into ChatGPT allows finance professionals to access our verified comprehensive intelligence directly within their existing workflows, from financial data, earnings call transcripts to market and energy data. We are proud to partner with OpenAI to provide adaptive and deterministic search via ChatGPT for Financial Services." (S&P Global Chief Customer Officer and Co-Head of Market Intelligence Sally Moore)

"Our collaboration with OpenAI advances our LSEG Everywhere AI strategy. Through MCP connections and curated Reuters news content, we are committed to providing our customers access to LSEG's trusted, authorized content and analysis, no matter where they want to work." (LSEG Head of Enterprise AI Group Emily Prince)

More reliable connections with financial providers

Effectively using MCP connectors to interface with data providers can be quite challenging. We focus on optimizing some of the most frequently used MCPs in financial services, making them immediately available in the product, allowing teams to spend less time troubleshooting requests and more on analysis.

Our broader connector ecosystem includes over 50 connectors, including Datasite, Box, Preqin, FactSet, and Intapp.

Deploy GPT-6 Astra into financial analysis work

GPT-6 Astra has achieved leading levels in three core capabilities needed for financial services work: information retrieval, financial reasoning, and outcome generation.

It can browse and comprehend numbers, tables, and notes in financial documents. It can receive inputs, perform financial analysis, and draw conclusions. It can accurately integrate all this work into documents, spreadsheets, and presentations.

We have built foundational capabilities into the product so that it can conduct research across multiple sources, track numbers over different periods, and interpret annotations in public data. After analysis, teams can build interactive charts and visualizations.

Image: Compare company performance in interactive charts, with underlying data and sources available for review.

Transform analysis into deliverables for teams

In ChatGPT for Financial Services, administrators can publish Excel, Word, and PowerPoint templates via a dedicated management page. Once company templates and style guides are configured, teams can transform analyses into valuation models, research notes, and presentation materials in the required format and style.

Image: Publish company templates for teams that use them.

Work within a trusted security and governance framework

Protecting sensitive non-public information and client confidentiality is crucial for financial institutions. ChatGPT for Financial Services is built on SAML SSO, SCIM configuration, and role-based access control of ChatGPT Enterprise.

Your company's business data will not be used for training our models by default. Data is encrypted at rest and in transit, and administrators can configure workspace retention policies. Compliance teams can export supported workspace logs to their existing audit and investigation processes through the OpenAI Compliance Platform.

Companies can manage access to skills and applications by role and enable or disable read/write operations for supported applications. Multiple workspaces can also be created to implement information isolation.

Expanding the boundaries of what the industry can achieve

ChatGPT for Financial Services is one of the ways we serve clients across the industry, but we also recognize that meeting the needs of the financial sector requires a range of solutions. OpenAI has been collaborating with innovators to unlock new AI solutions. Financial services companies and developers can use our API to build specialized applications addressing the needs they understand best. OpenAI brings cutting-edge models and their deployment capabilities, while financial institutions, data providers, and software partners bring expertise, trusted information, and customer relationships.

Availability

ChatGPT for Financial Services is open to qualifying financial institutions. If you are interested, please contact us or your client team.

Introduce ChatGPT for Financial Services to your company

Equip your team with GPT-6 Astra, built-in financial data, and new tools for research, financial modeling, and client materials.