ChatGPT for Financial Services

ChatGPT Work is OpenAI’s enterprise surface for knowledge workers. It brings together ChatGPT-based agents, plugins, skills, and MCP connections, including ChatGPT for Financial Services with market data, filings, and earnings transcripts from providers such as LSEG, PitchBook, and Daloopa. Finance plugins combine reusable skills with MCP connections to support workflows such as monitoring a portfolio change and preparing a client presentation, while Codex can be used to build custom skills, connect internal data, and extend the interface through plugins.

An OpenAI enterprise web surface for financial-services workflows. It provides built-in access to SEC filings, delayed market data, news, private-company profiles, and earnings transcripts, along with finance plugins that combine reusable skills with MCP connections. The demonstrated workflow uses a wealth adviser’s portfolio-change analysis and client-deck preparation as an example, and can be extended with Codex, custom skills, internal-data connections, and plugin extensions.

ChatGPT (health) is OpenAI’s general-purpose frontier-model assistant with healthcare expertise trained into the model. It is described as being used for health and wellness questions and as a consumer service through which users can securely connect health information. OpenAI’s longer-term goal is for it to act as a proactive personal health assistant that helps people navigate appointments, health records, and other parts of their care journey, while complementing rather than replacing doctors and medical care.

GPTs is a feature from OpenAI integrated in ChatGPT that lets users create, customize, and share specialized chat models called GPTs. It includes a marketplace (Explore GPTs) for discovering and using user-created GPTs and supports public sharing and invite links.

ChatGPT is an AI service.