LSEG

Daloopa is identified as a built-in financial data partner for ChatGPT for financial services. It is presented alongside partners such as LSEG and PitchBook as part of the market-data, company-filings, and earnings-transcript sources available in financial workflows.

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.

An OpenAI version of ChatGPT tailored for financial professionals, initially focused on investment banking and equity research. It uses licensed and indexed financial data and provides firm templates, interactive charts, and citation viewers. The product was built on OpenAI's ChatGPT plugin platform and launched with design partners including Morgan Stanley and Evercore.

PitchBook is a private-company data partner integrated into ChatGPT for financial services, where its data is used as part of built-in market and company research workflows.

Crunchbase is identified in the workshop as a built-in company-data partner for ChatGPT’s financial-services workflows.