OpenAI rolled out ChatGPT for Financial Services today, saying the product gives eligible finance teams access to GPT-6 Astra, licensed market data, and workflow tools built for banking work.
The company developed it with Morgan Stanley and Evercore, and it’s positioning the product for the kind of document-heavy work finance teams deal with all day: valuations, leveraged buyout models, buyer screening, earnings analysis, pitchbooks, and client materials. The data stack is broad. OpenAI says it pulls from Daloopa, PitchBook, S&P Capital IQ, LSEG, MSCI, Moody’s, Factiva, Preqin, Intapp, Datasite, and Box, plus Reuters through LSEG, either directly inside the product or through shared logins tied to subscriptions your team already has.
OpenAI says performance on finance documents climbs to 69.9% on OfficeQA Pro, up from 60.2%. That’s better, but it still means roughly 3 in 10 answers are wrong. For anyone working in banking or research, that makes this look usable only if a human is still checking the work. On security, OpenAI says the product includes single sign-on, provisioning, role-based access, encryption, retention controls, audit logs, no training on business data, and information barriers.
Eligible banks, investment firms, and finance teams can get ChatGPT for Financial Services through OpenAI, though the company didn’t give Europe-specific detail on EU data residency, hosting, or DORA. OpenAI is going after a finance automation market that some forecasts size at $39.5 billion in 2025 and $216.9 billion by 2033, with specialist competitors like BloombergGPT already in the mix.