OpenAI launches ChatGPT for Financial Services

OpenAI has launched ChatGPT for Financial Services, a tailored ChatGPT Work configuration that pairs GPT‑6 Astra with premium market data indexed and hosted on OpenAI infrastructure rather than pulled through third-party connectors.

The product was shaped by design partnerships with Morgan Stanley and Evercore, and starts with investment banking and equity research — the areas where, OpenAI says, those firms flagged data access and artifact creation as the biggest pain points. Datasets from Daloopa, PitchBook, and LSEG News cover earnings transcripts, financial statements, company fundamentals, and private companies, and are available without separate provider contracts. Hosting the data in-house, OpenAI says, enables granular citations that let bankers trace figures back to source documents.

For firms with existing subscriptions, OpenAI says it is working with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, and Moody's on shared sign-in and entitlement integrations, so providers can recognize users via their ChatGPT login. It has also optimized MCP connectors for S&P Global and FactSet, within a broader ecosystem of 50-plus connectors including Datasite, Box, Preqin, and Intapp.

Administrators can publish Excel, Word, and PowerPoint templates so output matches firm formats. Security builds on ChatGPT Enterprise: SAML SSO, SCIM provisioning, role-based access controls, configurable retention, compliance log export, and multiple workspaces to enforce information barriers. Business data is not used for training by default.

Availability is limited to eligible financial institutions via sales contact. OpenAI did not disclose pricing, customer counts, or a timeline for expanding beyond banking and equity research.