OpenAI has launched “ChatGPT for Financial Services,” a version of its enterprise platform offering market data, citations, and document tools for banking, research, and compliance teams worldwide. The service combines GPT-6 Astra with financial data from providers such as Daloopa, PitchBook, LSEG News, and Crunchbase. It enables users to research companies, analyze financial documents, trace figures back to their sources, and create models, calculations, reports, and presentations.
Companies can also integrate their own templates and workflows. Morgan Stanley and Evercore contributed to the product’s development as design partners. OpenAI highlights extensive security features, including encryption, access management, and audit tools. Nevertheless, banks must continue to verify AI-generated results and ensure compliance with regulatory requirements.