Introducing ChatGPT for Financial Services
Frontier intelligence, built for financial services.
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.我们推出 ChatGPT for Financial Services，这是一套量身定制的 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的客户材料。
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.这款产品是在我们与 Morgan Stanley 和 Evercore 的设计合作中逐步打磨成形的。这一合作让我们能够精准定位 OpenAI 可以在哪些方面为金融机构解决最大的挑战，并指导我们找到能够帮助每一位银行家日常工作的解决方案。
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.来自 Daloopa、PitchBook、LSEG News 和 Crunchbase 等提供商的内置高级数据，消除了 MCP 连接器和数据获取方面的难题。这些数据由 OpenAI 建立索引并托管，从而实现更高的准确性，并支持细粒度引用等新功能，让银行家能够将数字和结论追溯到其来源，并在分析推进过程中核查证据。
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.该产品还原生提供最前沿的前沿智能，包括 GPT‑6 Astra，并将随着新模型的发布持续提供开箱即用的更新模型。企业还可以集中管理访问权限和数据连接，这得益于 ChatGPT 的企业级安全与治理控制。
Value analysis
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.我们与 Morgan Stanley 和 Evercore 的早期合作帮助我们确定了起点：投资银行和股票研究。可靠的数据获取和高质量的交付物生成被证明是这些团队最大的痛点。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引。
“The promise of frontier research becomes real when it helps our people do the work that matters for our clients. We’re working alongside OpenAI to bring that intelligence into how we research companies, develop analysis, and prepare advice. We can test ideas together and help shape how the technology develops. For our firm, that means a product increasingly informed by our people, our methods, and the work that matters to our clients.”
“At Evercore, we focus on the questions that matter most to our clients, and we have an opportunity to apply frontier intelligence to help address them. We are working closely with OpenAI to shape how its technology can deepen the insights behind our advice, while building on the judgment and rigorous standards our clients expect from Evercore.”
- Morgan Stanley
- Evercore
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 汇集了团队所需的金融数据，并具备所期望的细节深度。我们纳入了高级金融数据、简化了现有提供商的连接方式，并提升了 MCP 性能。
ChatGPT for Financial Services brings together built-in data, connected sources, and financial analysis workflows.ChatGPT for Financial Services 将内置数据、已连接的来源和金融分析工作流整合在一起。
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.ChatGPT for Financial Services 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。
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.团队可以立即开始使用这些数据集，无需单独协商合同或设置连接器。我们在 OpenAI 基础设施上为这些数据建立索引并进行托管，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。
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.对于正在开展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这一数据。
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.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。
Trace figures and claims to specific tables and passages, with the supporting information highlighted for review.将数字和结论追溯到具体的表格和段落，并高亮显示支持性信息以供审阅。
- Crunchbase
- Daloopa
- PitchBook
- Fiscal.ai
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.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限集成。提供商将能够通过用户的 ChatGPT 登录识别用户，从而自动访问他们已有权限的数据。
“Trusted data is the foundation every AI workflow is built on. Bringing the S&P Global AI Data Portal to ChatGPT gives financial professionals the full breadth of our verified intelligence, from financials and transcripts to market and energy data, right where they're already working. We're proud to collaborate with OpenAI to deliver Adaptive and Deterministic Retrieval through ChatGPT for Financial Services.”
“Our collaboration with OpenAI advances our LSEG Everywhere AI strategy. With MCP connectivity and a curated Reuters news selection, we’re focused on making LSEG’s trusted, licensed content and analytics available to customers wherever they want to work.”
- S&P Global
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.为数据提供商有效使用 MCP 连接器可能颇具挑战。我们专注于让金融服务领域一些最常用的 MCP 针对在产品中即时使用进行优化，这样团队就能少花时间排查请求问题，把更多时间用于分析。
Our broader connector ecosystem includes over 50+ connectors including Datasite, Box, Preqin, FactSet and Intapp.
我们更广泛的连接器生态包含 50 多个连接器，包括 Datasite、Box、Preqin、FactSet 和 Intapp。
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.GPT‑6 Astra 在金融服务工作所需的三大核心能力上均处于最前沿：信息检索、金融推理和交付物生成。
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.它能够浏览并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、运行财务分析并得出结论。它还能将所有这些工作准确地综合为文档、电子表格和幻灯片。
OfficeQA Pro tests whether AI agents can find and analyze information across U.S. Treasury Bulletins, including complex financial tables, charts, and supporting footnotes. GPT‑6 Astra scores 69.9%, compared with 60.2% for GPT‑5.6 Sol.OfficeQA Pro 测试 AI 智能体能否在美国财政部公告（U.S. Treasury Bulletins）中查找并分析信息，包括复杂的财务表格、图表和支持性脚注。GPT‑6 Astra 得分为 69.9%，而 GPT‑5.6 Sol 为 60.2%。
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.我们在产品中构建了基础能力，使其能够跨多个来源开展研究、追溯不同时期的数字，并解读公开数据中的注释。分析完成后，团队可以创建交互式图表和可视化内容。
Compare company performance in interactive charts, with the underlying data and sources available for review.在交互式图表中比较公司表现，并可查看底层数据和来源以供审阅。
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.在 ChatGPT for Financial Services 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。
Publish firm templates to the teams who use them.向使用模板的团队发布公司模板。
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.保护重大非公开信息和客户机密对金融机构至关重要。ChatGPT for Financial Services 建立在 ChatGPT Enterprise 的 SAML SSO、SCIM 用户配置和基于角色的访问控制之上。
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.默认情况下，你公司的业务数据不会被用于训练我们的模型。数据在静态存储和传输过程中均经过加密，管理员可以配置工作区数据保留策略。合规团队可以通过 OpenAI Compliance Platform 导出受支持的工作区日志，接入其现有的审计和调查工作流。
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.企业可以按角色管理对技能和应用的访问权限，并启用或禁用受支持应用的读取和写入操作。还可以创建多个工作区以实施信息隔离。
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.ChatGPT for Financial Services 是我们服务全行业客户的一种方式，但我们认识到，要满足金融行业的需求，需要一系列解决方案。OpenAI 长期以来一直与创新者合作，解锁新颖的 AI 解决方案。金融服务公司和开发者可以使用我们的 API，针对他们最了解的需求构建专门的应用程序。OpenAI 提供前沿模型以及将其投入实际应用的能力。金融机构、数据提供商和软件合作伙伴则带来专业专长、可信信息和客户关系。
ChatGPT for Financial Services is available to eligible financial institutions. If you’re interested, please contact us or reach out to your account team.
ChatGPT for Financial Services 面向符合条件的金融机构提供。如果你有兴趣，请联系我们或与你的客户团队联系。
