April 10, 2026
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 .
Prompt pack for ChatGPT Enterprise
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.
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.
GPT
Use 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
Guides and whitepapers
In-depth resources with frameworks and guidance for adopting AI.
AI in the enterprise
Identifying and scaling AI use cases
Staying ahead in the age of AI
From experiments to deployments
Get started
If you’re evaluating how to deploy AI securely in your institution, contact our sales team .
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