我们推出ChatGPT金融服务版，这是一款量身定制的ChatGPT工作体验，将内置金融数据与GPT‑6 Astra的推理能力相结合，帮助团队开展研究、构建财务模型并制作定制化客户材料。
这款产品是在我们与摩根士丹利和Evercore的设计合作中逐步成型的。这一合作使我们能够精准定位OpenAI可以在哪些方面为金融机构解决最大挑战，并指导我们打造能够帮助每一位银行家日常工作的解决方案。
来自Daloopa、PitchBook、LSEG News和Crunchbase等提供商的内置高级数据，消除了MCP连接器和数据访问方面的难题。这些数据由OpenAI进行索引和托管，以实现更高的准确性，并支持细粒度引用等新功能，使银行家能够将数字和论断追溯至其来源，并在分析推进过程中核查证据。
该产品还原生提供最先进的前沿智能，包括GPT‑6 Astra，并将随着新模型的发布持续开箱即用。企业还可以集中管理访问权限和数据连接，并由ChatGPT的企业级安全与治理控制提供支持。
由金融专业经验塑造的前沿研究
我们与摩根士丹利和Evercore的早期合作帮助我们确定了起步方向：投资银行和股票研究。可靠的数据访问和高质量的交付物制作被证明是其团队最大的痛点。我们与合作伙伴的工作将为后期训练、产品改进以及向其他金融服务类别的拓展提供指导。
设计合作伙伴
数据是一切金融分析的基础
ChatGPT金融服务版汇集了金融团队所需的数据，并具备所期望的细节深度。我们纳入了高级金融数据，简化了现有提供商连接，并提升了MCP性能。
ChatGPT金融服务版汇集了内置数据、已连接来源和金融分析工作流。
高级金融数据，开箱即用
ChatGPT金融服务版包含来自Daloopa、PitchBook、LSEG News和Crunchbase等提供商的数据集，涵盖财报电话会议记录、财务报表、公司基本面、私营公司等。
团队可以立即开始使用这些数据集，无需另行协商合同或设置连接器。我们在OpenAI基础设施上索引和托管这些数据，从而能够改进检索、延迟以及我们在产品体验中呈现数据的方式。
对于一位正在进行损益表正常化分析的银行家来说，这意味着能够查看调整后EBITDA背后的调节表和附注，了解哪些成本被排除在外，并决定如何在估值中使用它。
我们的合作伙伴是这项工作的核心，随着我们扩大覆盖范围，我们将继续加深模型对这些数据集的理解。我们将对模型进行后期训练，使其能够像我们所知的最优秀分析师那样查找、解读和使用这些数据。
将数字和论断追溯至具体表格和段落，并高亮显示支持信息以供审阅。
数据提供商
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通过贵公司现有订阅访问
我们知道许多客户已经拥有现有的数据订阅。因此，我们正在与S&P Capital IQ、LSEG、MSCI、Dow Jones Factiva和Moody's合作开展共享登录和权益集成。提供商将能够通过用户的ChatGPT登录来识别用户，从而自动访问他们已拥有权益的数据。
订阅提供商
更可靠的金融提供商连接
有效使用数据提供商的MCP连接器可能颇具挑战。我们专注于将金融服务中使用最频繁的一些MCP优化为可在产品中即时使用，使团队能够减少排查请求的时间，将更多时间用于分析。
我们更广泛的连接器生态系统包含50多个连接器，包括Datasite、Box、Preqin、FactSet和Intapp。
让GPT‑6 Astra投入金融分析工作
GPT‑6 Astra在金融服务工作所需的三大核心能力上均处于最先进水平：信息检索、金融推理和交付物生成。
它能够浏览和理解财务文档中的数字、表格和支持性附注。它能够接收输入、运行金融分析并得出结论。它能够将所有这些工作准确地综合为文档、电子表格和幻灯片。
基准测试
我们在产品中构建了基础能力，使其能够跨多个来源进行研究、跨不同时期追溯数字，并解读公开数据中的注释。分析完成后，团队可以构建交互式图表和可视化。
在交互式图表中比较公司业绩，并可查看底层数据和来源以供审阅。
将分析转化为团队可用的工作成果
在ChatGPT金融服务版中，管理员可以通过专门的管理页面发布Excel、Word和PowerPoint模板。配置好公司模板和风格指南后，团队可以按照公司的格式和风格，将分析转化为估值模型、研究报告和推介材料。
将公司模板发布给使用它们的团队。
与值得信赖的安全与治理机制协同工作
保护重要的非公开信息及客户机密对金融机构至关重要。面向金融服务的ChatGPT基于ChatGPT Enterprise的SAML单点登录、SCIM配置及基于角色的访问控制构建。
贵公司的业务数据默认不用于训练我们的模型。数据在静止和传输过程中均加密，管理员可配置工作区保留策略。合规团队可通过OpenAI合规平台导出支持的工作区日志，融入现有的审计和调查流程。
企业可按角色管理技能和应用的访问权限，并启用或禁用受支持应用的读写操作。还可创建多个工作区以实施信息隔离。
拓展行业潜能
面向金融服务的ChatGPT是我们服务行业内客户的一种方式，但我们意识到，满足金融行业需求需要一系列解决方案。OpenAI长期以来与创新者合作，解锁新颖的人工智能解决方案。金融服务公司和开发者可利用我们的API，针对他们最为了解的需求构建专门应用。OpenAI提供前沿模型及将其投入应用的能力，而金融机构、数据提供商和软件合作伙伴则带来专业知识、可信信息及客户关系。
可用性
面向金融服务的ChatGPT面向符合条件的金融机构开放。如有兴趣，请联系我们或与您的客户团队接洽。
We’re introducing ChatGPT for Financial Services, a tailored ChatGPT Work experience that combines built-in financial data with GPT‑6 Astra’s reasoning to help teams develop research, financial models, and customized client materials.
This product has been shaped by our design partnership with Morgan Stanley and Evercore. The collaboration has enabled us to pinpoint where OpenAI can solve the biggest challenges for financial institutions and has guided us on the solutions that will help every banker in their day-to-day work.
Built-in premium data from providers like Daloopa, PitchBook, LSEG News, and Crunchbase remove the challenges with MCP connectors and access to data. This data is indexed and hosted by OpenAI to enable higher accuracy and new features like granular citations so that bankers can trace figures and claims back to their sources, and check the evidence as their analysis develops.
The product also offers state of the art frontier intelligence, including GPT‑6 Astra, natively and will continue to have newer models available out of the box as they are released. Firms can also centrally manage access and data connections, supported by ChatGPT’s enterprise security and governance controls.
Frontier research, shaped by financial expertise
Our early work with Morgan Stanley and Evercore has helped steer where we have started: investment banking and equity research. Reliable access to data and high quality artifact creation proved to be the biggest pain points for their teams. Our work with partners will inform post training, product improvements, and our expansion into other financial services categories.
Design partners
Data is the foundation of all financial analysis
ChatGPT for Financial Services brings together the financial data teams need, with the depth of detail expected. We’ve included premium financial data, streamlined existing provider connections, and improved MCP performance.
ChatGPT for Financial Services brings together built-in data, connected sources, and financial analysis workflows.
Premium financial data, ready to use
ChatGPT for Financial Services includes datasets from providers like Daloopa, PitchBook, LSEG News and Crunchbase covering earnings transcripts, financial statements, company fundamentals, private companies, and more.
Teams can start working with these datasets immediately, with no separate contracts to negotiate or connectors to set up. We index and host this data on OpenAI infrastructure, allowing us to improve retrieval, latency, and how we surface it in the product experience.
For a banker running a P&L normalization analysis, that means being able to inspect the reconciliation and notes behind an adjusted EBITDA, understanding which costs were excluded, and deciding how to use it in a valuation.
Our partners are central to this work and as we expand coverage, we will continue to deepen our models’ understanding of these datasets. We will post train our models to find, interpret, and use this data like we know the best analysts can.
Trace figures and claims to specific tables and passages, with the supporting information highlighted for review.
Data providers
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Access through your firm’s existing subscriptions
We know many customers already have existing data subscriptions. So we’re working with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, and Moody’s on shared sign-in and entitlement integrations. Providers will be able to recognize users through their ChatGPT sign-in to enable automatic access to data they’re already entitled to.
Subscription providers
More reliable connections to financial providers
It can be challenging to effectively use MCP connectors for data providers. We have focused on making some of the most used MCPs in financial services optimized for immediate use in the product, so teams can spend less time troubleshooting requests and more time on analysis.
Our broader connector ecosystem includes over 50+ connectors including Datasite, Box, Preqin, FactSet and Intapp.
Put GPT‑6 Astra to work on financial analysis
GPT‑6 Astra is state of the art across three of the core capabilities required for financial services work: information retrieval, financial reasoning, and artifact generation.
It can navigate and understand figures, tables, and the supporting notes in financial documents. It can take inputs, run financial analysis, and draw conclusions. And it can take all of this work and accurately synthesize it into documents, spreadsheets, and slides.
Benchmarks
We’ve built fundamental capabilities into the product so that it can research across multiple sources, trace figures across different periods, and interpret annotations in public data. Once that analysis is complete, teams can build interactive charts and visualizations.
Compare company performance in interactive charts, with the underlying data and sources available for review.
Turn the analysis into work your team can use
In ChatGPT for Financial Services, administrators can publish Excel, Word, and PowerPoint templates through a dedicated admin page. With firm templates and style guides configured, teams can turn their analysis into valuation models, research notes, and pitchbooks in their firm’s format and style.
Publish firm templates to the teams who use them.
Work with security and governance you can trust
Protecting material non-public information and client confidentiality is critical for financial institutions. ChatGPT for Financial Services builds on ChatGPT Enterprise’s SAML SSO, SCIM provisioning, and role-based access controls.
Your firm’s business data is not used to train our models by default. It is encrypted at rest and in transit, and admins can configure workspace retention. Compliance teams can export supported workspace logs through the OpenAI Compliance Platform into their existing audit and investigation workflows.
Firms can manage access to skills and apps by role and enable or disable supported app read and write actions. Multiple workspaces can also be created to enforce information barriers.
Expanding what the industry can achieve
ChatGPT for Financial Services is one way we serve customers across the industry, but we recognize that it will require a range of solutions to address the needs of the finance industry. OpenAI has a long history of collaborating with innovators to unlock novel AI solutions. Financial services firms and developers can use our API to build specialized applications for the needs they understand best. OpenAI brings frontier models and the capabilities to put them to work. Financial institutions, data providers, and software partners bring specialized expertise, trusted information, and customer relationships.
Availability
ChatGPT for Financial Services is available to eligible financial institutions. If you’re interested, please contact us or reach out to your account team.
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