OpenAI

OpenAI for financial services

Reimagine financial services with AI you can trust

Drive smarter decisions and improve efficiency across research, analysis, operations, and client service.

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Trusted by leading financial institutions

AI you can deploy with confidence

Built for the standards of finance—with the security, reliability, and control enterprises require.

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Secure and compliant by design

Keep data private and in your control with encryption and configurable policies.

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Proven to scale

Move from pilot to production with proven architectural patterns and employee enablement.

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Frontier models for financial complexity

Extract better insights with models that excel in data-rich, complex environments.

Accelerate innovation across your organization

Transform how your teams learn, build, and work with AI.

Chat interface requesting an investment dossier on QXO using deep research sources like LSEG and S&P. Below, a generated report titled “QXO Investment Dossier and Leadership Deep Dive” shows an executive summary.

ChatGPT Enterprise

Analyze financial data, synthesize research, and respond to clients with greater speed and accuracy.

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Excel valuation model displaying projected balance sheet data while a ChatGPT panel analyzes company filings, builds valuation scenarios, and links revenue, EPS, and price target impacts using consensus estimates and RVI holdings data.

ChatGPT for Excel

Build, update, and analyze complex models directly in Excel while keeping outputs auditable in existing formulas and workbook structures.

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Build intelligent systems

Use the API Platform and Codex to automate development and modernize trading, risk, and compliance systems.

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Connect your financial data

Bring market, company, and internal data into one workflow for faster research and analysis.

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High-impact use cases for financial services

Learn from industry leaders driving change

“ChatGPT has materially accelerated our research and due diligence workflows—from financial analysis and market research to legal review and writing internal memos—while improving consistency across teams. It has expanded our team’s capacity, freeing our investment professionals to focus more time on judgment, debate, and conviction. We’re excited to be early adopters of new capabilities and to help shape how AI transforms financial services in the years ahead.”
—Amr Ellabban, PhD, Head of AI, Hg
oai Balyasny 1x1
How Balyasny Asset Management built an AI research engine for investing

API

[2.0] Card > Media > BBVA
Empowering a global org with ChatGPT

ChatGPT

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BNY builds “AI for everyone, everywhere” with OpenAI

ChatGPT

[2.0] Card > Media > Morgan Stanley
Shaping the future of financial services

API

Power your institution with advanced intelligence

See how OpenAI can help your organization scale AI securely and responsibly.
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