OpenAI Launches ChatGPT for Financial Services

On September 10, 2026, OpenAI launched a new version of ChatGPT made specially for the financial industry. It is designed to help investment bankers and financial researchers with tasks like researching companies, analyzing financial data, building financial models, and preparing PowerPoint presentations. The product called ChatGPT for Financial Services, combines financial data from different providers with GPT-6 Astra. It was developed with financial companies, including Morgan Stanley and Evercore, to support their research and financial work. The service is now available to eligible financial institutions. Companies interested in using it can contact OpenAI or their account team for more information.

The new tool can connect to financial data sources such as LSEG, Daloopa, Crunchbase, and PitchBook. It can use information such as company financial statements, earnings reports and other market data. It can also work with data that banks already have access to. One of its main features is the ability to create presentations automatically. During a demonstration, OpenAI showed how the tool could research a possible acquisition target, collect financial information and then create a PowerPoint presentation using a bank’s existing format. The system also provides citations so users can check where the information came from. It includes tools for reviewing charts and controls to help protect sensitive financial and deal related information.

OpenAI says the goal is to help bankers work faster and handle more tasks. The company compared the technology to Microsoft Excel, which made financial analysis much faster when it became widely used.

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