Introducing ChatGPT for Financial Services
The tailored enterprise product integrates native financial data and GPT-6 Astra reasoning for investment banking, valuation modeling, and equity research.
- Includes hosted datasets from Daloopa, PitchBook, and LSEG News with source-traceable granular citations.
- Supports single sign-on entitlement integrations for existing subscriptions with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, and Moody's.
- Features over 50 MCP connectors with optimized error rates for platforms like FactSet, S&P Global, and Datasite.
- Enables workspace administrators to publish firm-approved Office templates to standardize generated pitchbooks, valuation models, and memos.
- Built in design partnerships with Morgan Stanley and Evercore, and available to eligible financial institutions.
Financial institutions and analysts can automate complex financial modeling and research directly in ChatGPT using verified live market data and firm templates.
