On Sept. 10, 2026, OpenAI introduced ChatGPT for Financial Services. The ChatGPT Work product combines built-in financial data with OpenAI's GPT-6 Astra model for research, financial models and client materials. That puts an advanced AI model and licensed market data together in one tool built for bankers' daily work, if the design partners' accounts hold up.
OpenAI says its design partners, Morgan Stanley and Evercore, shaped the first release for investment banking and equity research, where getting to data and producing high-quality documents were the biggest problems.
OpenAI says data from Daloopa, PitchBook, LSEG News and Crunchbase is stored and made searchable by OpenAI, so teams can skip setting up separate connections to each provider, and that answers include citations tracing figures back to the source paragraphs and tables. LSEG is the London Stock Exchange Group.
OpenAI also says teams can create editable Excel, Word and PowerPoint files from their firm's own templates, with company-wide controls over access and data connections. News coverage cast the launch as OpenAI courting Wall Street, including the research and pitch work done by junior bankers. The descriptions of what the product can do come from OpenAI and its partners.
