According to OpenAI, capital markets advisory firm Chatham Financial is deploying Codex and GPT-5.6 to reengineer workflows and develop internal and client-facing software applications. The firm utilizes Codex to build tools and support the development lifecycle of its next-generation operating system, Chatham Onyx, which integrates assets, debt, and derivatives into a governed environment. Through its Process Zero consulting service, Chatham uses AI to automate trade validation, cutting validation time from 30 minutes to under four minutes by gathering transaction evidence and flagging discrepancies for review. Additionally, employees across the firm use ChatGPT and Codex for research, analysis, and software development. Through an internal platform called Chatham Vibes, employees build tailored applications that use GPT-5.6 Terra by default and GPT-5.6 Sol as an optional upgrade. The Chatham Onyx platform itself leverages multiple models, routing simple analysis to cost-effective options while reserving GPT-5.6 for complex tasks requiring high accuracy. Features like ChatFIN help users summarize historical market data and locate legal documents. Chatham plans to extend its trade validation applications to additional products, continue developing capabilities for Onyx, and expand the use of employee-built applications while maintaining human judgment, market context, and professional oversight.
Chatham scales its capital markets expertise with OpenAI
Chatham Financial is using OpenAI tools like Codex and GPT-5.6 to build software, redesign workflows, and scale its capital markets expertise. The implementation includes the Chatham Onyx operating system and the Process Zero service, which reduced trade validation time from 30 minutes to under four minutes. Employees also build custom internal and client-facing applications using platforms like Chatham Vibes.
Why it matters
This deployment demonstrates how financial advisory firms can integrate multiple specialized AI models to automate complex compliance and operational workflows while maintaining professional oversight.
Topic dossiers OpenAI