Financial services

The OpenAI Academy Financial Services page covers how ChatGPT can be applied across core financial workflows. Finance teams can leverage ChatGPT to accelerate financial analysis, automate routine documentation, support revenue forecasting, budget planning, and scenario modeling, and generate executive-ready summaries — all while maintaining compliance and accuracy standards. The platform also supports custom GPT creation for specialized tasks such as KYC/AML risk screening, and integrates with tools like Microsoft Excel, Google Sheets, and third-party financial data providers such as FactSet.

Related

• ChatGPT for finance teams
• How FSIs eliminate silos between clients, operations, and finance
• The next phase of enterprise AI
• Analyzing data with ChatGPT
• ChatGPT for customer success teams
• ChatGPT for sales teams

Source: applications