Financial services
OpenAI has released a collection of resources aimed at helping financial institutions evaluate, adopt, and scale AI in regulated environments. The offering includes ready‑to‑use prompts for day‑to‑day financial tasks, guides and frameworks for secure deployment, and examples of AI in practice. The materials are tailored for banks, asset managers, insurers, and other financial services organizations.
The Core Development
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 .
Deployment & Availability
Data extraction and support for Excel, BI, and ERP workflows
Strategic Perspective & Ecosystem Impact
A curated set of ready-to-use prompts vetted for day-to-day financial services work, including:
These prompts are built to accelerate time-to-value while maintaining clarity, consistency, and auditability.
If you’re evaluating how to deploy AI securely in your institution, contact our sales team .
Why it matters
By providing industry‑specific tools and guidance, OpenAI supports financial firms in meeting regulatory requirements while accelerating AI adoption, a critical factor for maintaining competitiveness in the AI industry.