Financial services

Explore resources to evaluate, deploy, and scale AI in regulated financial environments.

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.

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
• Data extraction and support for Excel, BI, and ERP workflows

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

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.

• Customer Due Diligence & Risk Screening: Support customer due diligence and risk screening with structured analysis and consistent decision support.
• Policy & Regulatory Analysis: Analyze and interpret internal policies and regulatory text with traceable, explainable outputs.
• Investment & Market Research: Performs structured, source-backed investment and market research using multi-turn web analysis.

Watch how financial institutions are applying AI in practice.

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