How OpenAI Built ChatGPT for Bankers and Analysts — Joseph Kim, OpenAI
OpenAI launched ChatGPT for Financial Services targeting investment banking and equity research professionals.
“ChatGPT for Financial Services is an adapted version of ChatGPT, created specifically for financial professionals, starting with investment banking and equity research.”
OpenAI's Joseph Kim revealed ChatGPT for Financial Services, a product launched roughly a month prior in partnership with Morgan Stanley and Evercore, focused on three pillars: integrated financial data, a finance-tailored interface with source verification, and company-specific document templates. The product signals OpenAI's deliberate vertical expansion into regulated, high-value industries where AI adoption has lagged behind software development. Kim framed developers in the audience as key enablers of this sector transformation, suggesting OpenAI is actively courting platform builders in finance.