by OpenAI
OpenAI's ChatGPT Work tailored for banking and equity research, with built-in financial data and GPT-6 Astra.
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ChatGPT for Financial Services is a tailored ChatGPT Work experience from OpenAI that combines built-in financial datasets with GPT-6 Astra to support research, financial modeling and client-ready materials. It was developed with Morgan Stanley and Evercore as design partners and initially targets investment banking and equity research.
Premium data from providers such as Daloopa, PitchBook, LSEG News and Crunchbase (earnings transcripts, financial statements, company fundamentals, private company data) is indexed and hosted by OpenAI, so teams need no separate contracts or connectors. This enables granular citations that let users trace figures and claims to specific tables and passages. OpenAI is also working on shared sign-in and entitlement integrations with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva and Moody's so firms can use existing subscriptions, and has optimized some common financial MCP connectors.
Access is aimed at firms and is managed centrally, with ChatGPT enterprise security and governance controls. According to a YouTube creator, access requires contacting sales. Pricing is not stated in the provided material.
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Combines GPT6 Astra with financial data (PitchBook, Crunchbase) to research companies, build models and produce spreadsheets and presentations with traceable figures. Access requires contacting sales.
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