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ChatGPT for Financial Services Overview

AI-powered workspace for investment banking research, financial modeling, and pitchbooks

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ChatGPT for Financial Services is an AI Business tool. AI-powered workspace for investment banking research, financial modeling, and pitchbooks. Key features include Built-In Premium Financial Data, GPT-6 Astra Reasoning, and Granular Citations. Best for financial advisors and analysts, business consultants and data scientists and analysts.

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About ChatGPT for Financial Services

ChatGPT for Financial Services combines GPT-6 Astra with built-in premium financial data from Daloopa, PitchBook, and LSEG News to help investment banking and equity research teams create financial models, research notes, and client materials faster.

Key Features

Built-In Premium Financial Data.

Access earnings transcripts, financial statements, company fundamentals, and private company data from Daloopa, PitchBook, LSEG News, and Crunchbase without separate contracts or connectors.

GPT-6 Astra Reasoning.

State-of-the-art AI model trained for information retrieval, financial reasoning, and artifact generation. It can read complex financial tables, run analysis, and draw conclusions like an analyst.

Granular Citations.

Every figure and claim traces back to its source. Bankers can check the evidence as their analysis develops, making it easier to verify work before using it.

Firm Template Publishing.

Administrators can publish Excel, Word, and PowerPoint templates through a dedicated admin page. Teams can turn analysis into valuation models, research notes, and pitchbooks in their firm's format and style.

Interactive Charts and Visualizations.

Compare company performance in interactive charts with underlying data and sources available for review. Research across multiple sources and trace figures across different periods.

Enterprise Security Controls.

Includes SAML single sign-on, SCIM provisioning, role-based permissions, configurable retention, and exportable compliance logs. Business data is encrypted and not used to train models by default.

Frequently Asked Questions

ChatGPT for Financial Services is a specialized version of ChatGPT Work built for investment banking and equity research teams. It combines GPT-6 Astra with built-in financial data from providers like Daloopa, PitchBook, and LSEG News to help teams research companies, build financial models, and create client materials. The product was developed with Morgan Stanley and Evercore as design partners.

ChatGPT for Financial Services is designed for investment bankers, equity researchers, and financial analysts at large financial institutions. It targets teams that spend significant time researching companies, analyzing financial data, and creating presentations like pitchbooks. The tool is particularly useful for tasks traditionally handled by junior bankers.

ChatGPT for Financial Services includes built-in premium data from Daloopa, PitchBook, LSEG News, and Crunchbase. This covers earnings transcripts, financial statements, company fundamentals, and private company information. OpenAI indexes and hosts this data on its own infrastructure. The product also supports integrations with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, Moody's, FactSet, and other financial data providers.

OpenAI has not publicly disclosed pricing for ChatGPT for Financial Services. The product is available to eligible financial institutions through OpenAI's sales team or account representatives. It is built on ChatGPT Enterprise, which typically costs around $60 per user per month, though the financial services version likely has custom pricing based on organization size and data access needs.

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