Introducing ChatGPT for Financial Services
Frontier intelligence, built for financial services.

TL;DR
- ChatGPT for Financial Services integrates financial data and GPT-6 Astra for banking tasks.
- The product was shaped by design partnerships with Morgan Stanley and Evercore.
- It includes built-in premium financial data from providers like Daloopa, PitchBook, LSEG News, and Crunchbase.
- Features include granular citations for tracing figures back to sources.
- The tool offers advanced capabilities for financial reasoning and artifact generation.
- It allows for the creation of firm-branded research notes, valuation models, and pitchbooks.
- Security features include SAML SSO, SCIM provisioning, and role-based access controls.
- Firms can manage access to skills and apps, and create multiple workspaces to enforce information barriers.