Financial services

This page brings together essential resources to help financial institutions evaluate, adopt, and scale AI in regulated environments. Whether you’re exploring early use cases or supporting teams already deploying AI, these tools, guides, and examples are designed to help you move forward with confidence.

All resources are tailored specifically for the needs of banks, asset managers, insurers, and other financial services organizations. Learn more about OpenAI for Financial Services⁠⁠.

Prompt pack for ChatGPT Enterprise

A curated set of ready-to-use prompts vetted for day-to-day financial services work, including:

A curated set of ready-to-use prompts vetted for day-to-day financial services work, including:

* Data analysis and financial modeling

* Research, search, and synthesis

* Policy, tax, and regulatory interpretation

* Contract, covenant, and document analysis

These prompts are built to accelerate time-to-value while maintaining clarity, consistency, and auditability.

Get ChatGPT Enterprise prompt packs⁠(opens in a new window).

Pre-built GPTs

GPTs are purpose-built AI assistants that follow defined instructions and guardrails, helping ensure analysis and decisions are consistent. They’re easy to create and can be adapted to your own workflows. We’ve built three examples to help you get started.

GPTUse case

KYC / AML Risk Screener GPT⁠(opens in a new window)Support customer due diligence and risk screening with structured analysis and consistent decision support.

Policy Interpreter GPT⁠(opens in a new window)Analyze and interpret internal policies and regulatory text with traceable, explainable outputs.

Investment Research Assistant GPT⁠(opens in a new window)Performs structured, source-backed investment and market research using multi-turn web analysis.

On-demand webinar

Watch how financial institutions are applying AI in practice.

How AI is changing the future of banking Hear how global financial institutions are using AI today across research, risk, operations, and customer workflows—plus lessons learned from early deployments. Watch now

Guides and whitepapers

In-depth resources with frameworks and guidance for adopting AI.

AI in the enterprise A practical overview of how organizations deploy AI securely across core workflows, with guidance on governance, security, and change management. Read whitepaper

Identifying and scaling AI use cases A step-by-step framework for prioritizing high-impact AI use cases and moving from pilots to enterprise-wide deployment. Read whitepaper

Staying ahead in the age of AI Executive-level perspectives on how AI is reshaping competition, productivity, and decision-making across regulated industries. Read whitepaper

From experiments to deployments A practical guide walking through the four phases we see in successful AI programs: setting solid foundations, AI fluency, building a catalog of use cases, and iterative building. Read whitepaper

Get started

If you’re evaluating how to deploy AI securely in your institution, contact our sales team⁠.

If you’re evaluating how to deploy AI securely in your institution, contact our sales team⁠.