Frontier intelligence. Built for financial services.
Put OpenAI’s most capable models to work with your institution’s data and expertise. Go deeper in your research, bring sharper insights to every client conversation, and develop new financial products and services.
Your most ambitious financial work. Our most intelligent model.
Our latest ChatGPT model delivers state-of-the-art information retrieval, financial reasoning, and presentation generation. Find relevant evidence, deepen your analysis, and create editable financial models, research notes, and presentations.
Ask more of your financial research
Bring built-in financial data, public filings, and your firm’s research into a tailored ChatGPT Work experience. Deepen your analysis and create editable models and pitchbooks in your firm’s preferred format.
AI that works for your whole institution
Combine frontier models with your firm’s expertise and trusted information to support client work, modernize software, and build specialized applications.
Build AI into your applications
Use OpenAI APIs to build tailored applications grounded in your institution’s data and expertise and connect them to your existing systems and workflows.
Build and modernize software
Use Codex to build internal tools, improve existing code, and modernize legacy systems, including COBOL. Write and run tests to validate your work.
Bring AI to every team
Use ChatGPT Work to find internal information, draft communications, and prepare briefings across operations, marketing, HR, and customer support.
Protect your firm’s data. Control how AI is used.
Bring AI into your institution with protections for business data and controls over access, data retention, and compliance.
Protect business data
Your business data is not used to train models by default. Data is encrypted at rest and in transit, and admins configure retention.
Control access across teams
Manage users with single sign-on and role-based controls. Set permissions for apps and actions, and use separate workspaces to enforce information barriers.
Support compliance and oversight
Use the OpenAI Compliance Platform to export supported workspace logs for your firm’s existing audit and investigation workflows.
Manage usage and spend
Set monthly limits for users and groups, and configure workspace budgets and spend alerts.
Innovate with OpenAI
“It has expanded our team’s capacity, freeing our investment professionals to focus more time on judgment, debate, and conviction.”
