New York: OpenAI launched ChatGPT for Financial Services, a version of its AI assistant designed for investment bankers, equity researchers and other financial professionals.
The product combines OpenAI’s latest AI model, GPT-6 Astra, with financial data from providers including LSEG, PitchBook and Daloopa. OpenAI developed the service with Morgan Stanley and Evercore as design partners to help shape the offering.
The launch comes as AI companies increasingly develop tools for regulated industries where data governance and security are critical. ChatGPT for Financial Services builds on ChatGPT Enterprise’s security controls, including role-based access and encryption, while allowing compliance teams to export workspace logs into audit workflows.
OpenAI said GPT-6 Astra is designed to improve retrieval across financial data tools, financial reasoning and the accuracy of generated content. Users can conduct research across multiple sources, build financial models and create client materials such as pitchbooks using their firms’ existing templates.
The product includes datasets from Daloopa, LSEG News, PitchBook, Crunchbase and Quartr, covering earnings transcripts, financial statements and company fundamentals. OpenAI said the data is indexed on its own infrastructure to improve retrieval and citation.
Firms with existing data subscriptions can also connect services through integrations with FactSet, S&P Global, Preqin and Datasite. OpenAI said it plans to expand the range of financial data available and extend the product beyond investment banking and equity research to the broader financial services sector.
The product includes datasets from Daloopa, LSEG News, PitchBook, Crunchbase, Quartr and others, covering earnings transcripts, financial statements and company fundamentals. OpenAI said the data is indexed on its own infrastructure to improve retrieval and citation.
Firms that already hold data subscriptions can connect them through integrations with FactSet, S&P Global, Preqin and Datasite. OpenAI said it plans to expand the product beyond investment banking and equity research to serve the wider financial services sector.
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