OpenAI launches ChatGPT for Financial Services on GPT-6 Astra

OpenAI is extending its enterprise ChatGPT Work product into finance rather than building a standalone tool. The company says it developed the offering with Morgan Stanley and Evercore as design partners, and those partnerships set investment banking and equity research as the first target areas, with a stated plan to expand into other financial segments based on that work.

The data layer is the core of the pitch. Datasets from Daloopa, PitchBook and LSEG News are indexed and hosted on OpenAI's infrastructure, so users can reach sources without signing separate contracts or configuring connectors, and can trace numbers back to the underlying tables and text. For data a firm already licenses, OpenAI says it is preparing integration with S&P Capital IQ and Moody's that would use ChatGPT sign-in credentials to identify users and grant automatic access. Administrator features let firms distribute their own Excel, Word and PowerPoint templates, so analysis arrives in house formats such as valuation models, research notes and pitchbooks.

Governance follows ChatGPT Enterprise: SAML SSO, SCIM provisioning, role-based access control, no training on enterprise data by default, encryption in transit and at rest, retention settings, and compliance log export. The remaining unknowns are commercial. OpenAI has not disclosed pricing, and interested institutions must contact the company, so how broadly this reaches beyond the initial banking and research users will depend on terms OpenAI has yet to make public.