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Financial services

OpenAI

April 10, 2026

OpenAI Academy

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.

Prompt pack for ChatGPT Enterprise

A curated set of ready-to-use prompts vetted for day-to-day financial services work, including:

  • Data analysis and financial modeling

  • Research, search, and synthesis

  • Policy, tax, and regulatory interpretation

  • Contract, covenant, and document analysis

  • Data extraction and support for Excel, BI, and ERP workflows

These prompts are built to accelerate time-to-value while maintaining clarity, consistency, and auditability.

On-demand webinar

Watch how financial institutions are applying AI in practice.

Guides and whitepapers

In-depth resources with frameworks and guidance for adopting AI.

Get started

If you’re evaluating how to deploy AI securely in your institution, contact our sales team⁠.

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