AI product
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.
1 use taken from transcripts — each links to the moment in the video.
Enterprise web surface with built-in financial data (SEC filings, delayed market data, news, private company profiles, earnings transcripts) and finance plugins
1 in the library.