Introducing ChatGPT for Financial Services

We’re introducing ChatGPT for Financial Services, a tailored ChatGPT Work experience that combines built-in financial data with GPT‑6 Astra ⁠ ’s reasoning to help teams develop research, financial models, and customized client materials.

This product has been shaped by our design partnership with Morgan Stanley and Evercore. The collaboration has enabled us to pinpoint where OpenAI can solve the biggest challenges for financial institutions and has guided us on the solutions that will help every banker in their day-to-day work.

Built-in premium data from providers like Daloopa, PitchBook, LSEG News, and Crunchbase remove the challenges with MCP connectors and access to data. This data is indexed and hosted by OpenAI to enable higher accuracy and new features like granular citations so that bankers can trace figures and claims back to their sources, and check the evidence as their analysis develops.

The product also offers state of the art frontier intelligence, including GPT‑6 Astra, natively and will continue to have newer models available out of the box as they are released. Firms can also centrally manage access and data connections, supported by ChatGPT’s enterprise security and governance controls.

Frontier research, shaped by financial expertise

Our early work with Morgan Stanley and Evercore has helped steer where we have started: investment banking and equity research. Reliable access to data and high quality artifact creation proved to be the biggest pain points for their teams. Our work with partners will inform post training, product improvements, and our expansion into other financial services categories.

Design partners

Data is the foundation of all financial analysis

ChatGPT for Financial Services brings together the financial data teams need, with the depth of detail expected. We’ve included premium financial data, streamlined existing provider connections, and improved MCP performance.

ChatGPT for Financial Services brings together built-in data, connected sources, and financial analysis workflows.

Premium financial data, ready to use

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

Teams can start working with these datasets immediately, with no separate contracts to negotiate or connectors to set up. We index and host this data on OpenAI infrastructure, allowing us to improve retrieval, latency, and how we surface it in the product experience.

For a banker running a P&L normalization analysis, that means being able to inspect the reconciliation and notes behind an adjusted EBITDA, understanding which costs were excluded, and deciding how to use it in a valuation.

Our partners are central to this work and as we expand coverage, we will continue to deepen our models’ understanding of these datasets. We will post train our models to find, interpret, and use this data like we know the best analysts can.

Trace figures and claims to specific tables and passages, with the supporting information highlighted for review.

Data providers

1 of 4

Access through your firm’s existing subscriptions

We know many customers already have existing data subscriptions. So we’re working with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, and Moody’s on shared sign-in and entitlement integrations. Providers will be able to recognize users through their ChatGPT sign-in to enable automatic access to data they’re already entitled to.

Subscription providers

More reliable connections to financial providers

It can be challenging to effectively use MCP connectors for data providers. We have focused on making some of the most used MCPs in financial services optimized for immediate use in the product, so teams can spend less time troubleshooting requests and more time on analysis.

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