OpenAI has introduced ChatGPT for Financial Services, a tailored ChatGPT Work experience designed to assist financial teams with research, modeling, and client materials. The product leverages GPT-6 Astra's reasoning capabilities and includes built-in premium financial data from providers such as Daloopa, Pitch Book, LSEG News, and Crunchbase. Shaped through design partnerships with Morgan Stanley and Evercore, the solution addresses key pain points like reliable data access and high-quality artifact creation.

Data is indexed and hosted by OpenAI to improve accuracy, enable granular citations, and allow bankers to trace figures back to their sources. The platform supports centralized access management with enterprise-grade security and governance controls. Early collaboration has focused on investment banking and equity research, with plans to expand into other financial services categories.

OpenAI is also working with providers like S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, and Moody's to integrate existing data subscriptions via shared sign-in and entitlement systems. Additionally, the platform optimizes commonly used MCP connectors and offers over 50+ integrations with services like Fact Set and Intapp.