ChatGPT for Financial Services includes premium data from Daloopa, PitchBook, LSEG News, and Crunchbase. The available information spans areas including earnings transcripts, financial statements, company fundamentals, and private-company data.
OpenAI says those datasets are indexed and hosted on its own infrastructure. That setup is intended to improve retrieval and response speed while allowing users to trace figures and claims to supporting tables and passages. For example, a banker reviewing adjusted EBITDA can examine the reconciliation and accompanying notes before deciding how those adjustments should be treated in a valuation.
The product also supports financial firms that already pay for outside data services. OpenAI is working with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, and Moody’s on integrations that can recognize a user’s existing entitlements through ChatGPT sign-in.
OpenAI has also worked on improving connections to financial-data providers that use MCP. Its broader connector ecosystem includes more than 50 services, including Datasite, Box, Preqin, FactSet, and Intapp.
At the center of the product is GPT-6 Astra, which OpenAI says is designed to handle financial information retrieval, reasoning, and artifact creation. The model can work through figures, tables, and supporting notes, perform financial analysis, and convert that work into spreadsheets, documents, and presentations.
On OfficeQA Pro, a benchmark involving U.S. Treasury Bulletins and their financial tables, charts, and footnotes, GPT-6 Astra scored 69.9%. OpenAI reported scores of 60.2% for GPT-5.6 Sol and 62.4% for Claude Fable 5.1.
The product can also follow figures across different reporting periods, interpret annotations in public financial data, and create interactive charts from completed analysis.
OpenAI is giving firms more control over how those outputs are formatted. Administrators can publish approved Excel, Word, and PowerPoint templates through an admin interface, allowing employees to create valuation models, research reports, and pitchbooks using their firm’s established formats and style guides.
Security and governance controls build on ChatGPT Enterprise. ChatGPT for Financial Services supports SAML SSO, SCIM provisioning, role-based permissions, configurable data retention, and the ability to export supported workspace logs through OpenAI’s Compliance Platform.
OpenAI says customer business data is not used to train its models by default and is encrypted both while stored and while being transferred. Administrators can also control access to skills and apps, manage supported read and write actions, and create separate workspaces to maintain information barriers.
The company plans to continue using feedback from financial institutions to improve the product and expand it into additional areas of financial services. Firms can also continue building specialized finance applications through OpenAI’s API.
ChatGPT for Financial Services is available to eligible financial institutions through OpenAI’s sales and account teams.
This analysis is based on reporting from OpenAI.
Image courtesy of OpenAI.
This article was generated with AI assistance and reviewed for accuracy and quality.
