Financial services
本页面汇集了面向金融机构的关键资源，帮助它们在受监管环境中评估、采用并推广 AI。无论是探索早期用例，还是支持已在部署 AI 的团队，这些工具、指南与示例都旨在让机构更有把握地前进。
所有资料均针对银行、资产管理公司、保险公司及其他金融服务机构的需求进行定制。了解更多请见 OpenAI for Financial Services 。
适用于 ChatGPT Enterprise 的提示包（Prompt Pack）
这是为日常金融服务工作精心挑选并经审核的即用型提示集，涵盖：
● 数据分析与财务建模
● 研究、检索与要点归纳
● 政策、税务与监管条文的解读
● 合同、契约与文档分析
● 面向 Excel、BI 与 ERP 工作流的数据提取与支持
这些提示旨在缩短见效时间，同时保持输出的清晰、一致与可审计性。获取 ChatGPT Enterprise 提示包请见相应页面。
预构建 GPTs
GPTs 是按特定任务设计、遵循既定指令和保障措施的 AI 助手，能够帮助确保分析与决策的一致性。它们易于创建并可适配到各自的工作流。我们提供了三个示例以供入门：
● KYC / AML Risk Screener GPT ：为客户尽职调查和风险筛查提供结构化分析与一致的决策支持。
● Policy Interpreter GPT ：对内部政策和监管文本进行可追溯、可解释的分析与解读。
● Investment Research Assistant GPT ：通过多轮网页分析，提供有来源支撑的结构化投资与市场研究。
按需网络研讨会
观看金融机构如何在实践中应用 AI 的案例。
“ How AI is Changing the Future of Banking ” 介绍了全球金融机构目前在研究、风险、运营与客户流程中如何使用 AI，以及早期部署的经验教训。可在线观看该场研讨会。
指南与白皮书
深入资料包含在部署 AI 过程中可操作的框架与指引：
● AI in the Enterprise ：介绍组织如何在核心工作流中安全部署 AI，并就治理、安全与变革管理提出具体建议。
● Identifying and Scaling AI Use Cases ：提供逐步框架，帮助优先选择高影响力用例，并将试点推广到全企业部署。
● Staying Ahead in the Age of AI ：面向高管的观点，讨论 AI 如何在受监管行业内重塑竞争、生产力与决策。
● From Experiments to Deployments ：基于成功 AI 计划的实践经验，阐述奠定基础、提升 AI 素养、建立用例目录与迭代构建的四个阶段。
开始行动
如果您正在评估如何在机构内安全部署 AI，请联系我方销售团队了解更多。
持续学习： OpenAI Academy
在 OpenAI Academy 上还有更多指南和资源，帮助您构建实用的 AI 能力并深入学习相关主题。
----------------------
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.
Get ChatGPT Enterprise prompt packs.
Pre-built GPTs
GPTs are purpose-built AI assistants that follow defined instructions and guardrails, helping ensure analysis and decisions are consistent. They’re easy to create and can be adapted to your own workflows. We’ve built three examples to help you get started.
On-demand webinar
Watch how financial institutions are applying AI in practice.
How AI is changing the future of banking
Hear how global financial institutions are using AI today across research, risk, operations, and customer workflows—plus lessons learned from early deployments.
Watch now
Guides and whitepapers
In-depth resources with frameworks and guidance for adopting AI.
AI in the enterprise
A practical overview of how organizations deploy AI securely across core workflows, with guidance on governance, security, and change management.
Read whitepaper
Identifying and scaling AI use cases
A step-by-step framework for prioritizing high-impact AI use cases and moving from pilots to enterprise-wide deployment.
Read whitepaper
Staying ahead in the age of AI
Executive-level perspectives on how AI is reshaping competition, productivity, and decision-making across regulated industries.
Read whitepaper
From experiments to deployments
A practical guide walking through the four phases we see in successful AI programs: setting solid foundations, AI fluency, building a catalog of use cases, and iterative building.
Read whitepaper
Get started
If you’re evaluating how to deploy AI securely in your institution, contact our sales team.
Continue learning with OpenAI Academy
Discover additional guides and resources to help you build practical AI skills.
View all topics
via OpenAI News
本页面汇集了面向金融机构的关键资源，帮助它们在受监管环境中评估、采用并推广 AI。无论是探索早期用例，还是支持已在部署 AI 的团队，这些工具、指南与示例都旨在让机构更有把握地前进。
所有资料均针对银行、资产管理公司、保险公司及其他金融服务机构的需求进行定制。了解更多请见 OpenAI for Financial Services 。
适用于 ChatGPT Enterprise 的提示包（Prompt Pack）
这是为日常金融服务工作精心挑选并经审核的即用型提示集，涵盖：
● 数据分析与财务建模
● 研究、检索与要点归纳
● 政策、税务与监管条文的解读
● 合同、契约与文档分析
● 面向 Excel、BI 与 ERP 工作流的数据提取与支持
这些提示旨在缩短见效时间，同时保持输出的清晰、一致与可审计性。获取 ChatGPT Enterprise 提示包请见相应页面。
预构建 GPTs
GPTs 是按特定任务设计、遵循既定指令和保障措施的 AI 助手，能够帮助确保分析与决策的一致性。它们易于创建并可适配到各自的工作流。我们提供了三个示例以供入门：
● KYC / AML Risk Screener GPT ：为客户尽职调查和风险筛查提供结构化分析与一致的决策支持。
● Policy Interpreter GPT ：对内部政策和监管文本进行可追溯、可解释的分析与解读。
● Investment Research Assistant GPT ：通过多轮网页分析，提供有来源支撑的结构化投资与市场研究。
按需网络研讨会
观看金融机构如何在实践中应用 AI 的案例。
“ How AI is Changing the Future of Banking ” 介绍了全球金融机构目前在研究、风险、运营与客户流程中如何使用 AI，以及早期部署的经验教训。可在线观看该场研讨会。
指南与白皮书
深入资料包含在部署 AI 过程中可操作的框架与指引：
● AI in the Enterprise ：介绍组织如何在核心工作流中安全部署 AI，并就治理、安全与变革管理提出具体建议。
● Identifying and Scaling AI Use Cases ：提供逐步框架，帮助优先选择高影响力用例，并将试点推广到全企业部署。
● Staying Ahead in the Age of AI ：面向高管的观点，讨论 AI 如何在受监管行业内重塑竞争、生产力与决策。
● From Experiments to Deployments ：基于成功 AI 计划的实践经验，阐述奠定基础、提升 AI 素养、建立用例目录与迭代构建的四个阶段。
开始行动
如果您正在评估如何在机构内安全部署 AI，请联系我方销售团队了解更多。
持续学习： OpenAI Academy
在 OpenAI Academy 上还有更多指南和资源，帮助您构建实用的 AI 能力并深入学习相关主题。
----------------------
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.
Get ChatGPT Enterprise prompt packs.
Pre-built GPTs
GPTs are purpose-built AI assistants that follow defined instructions and guardrails, helping ensure analysis and decisions are consistent. They’re easy to create and can be adapted to your own workflows. We’ve built three examples to help you get started.
On-demand webinar
Watch how financial institutions are applying AI in practice.
How AI is changing the future of banking
Hear how global financial institutions are using AI today across research, risk, operations, and customer workflows—plus lessons learned from early deployments.
Watch now
Guides and whitepapers
In-depth resources with frameworks and guidance for adopting AI.
AI in the enterprise
A practical overview of how organizations deploy AI securely across core workflows, with guidance on governance, security, and change management.
Read whitepaper
Identifying and scaling AI use cases
A step-by-step framework for prioritizing high-impact AI use cases and moving from pilots to enterprise-wide deployment.
Read whitepaper
Staying ahead in the age of AI
Executive-level perspectives on how AI is reshaping competition, productivity, and decision-making across regulated industries.
Read whitepaper
From experiments to deployments
A practical guide walking through the four phases we see in successful AI programs: setting solid foundations, AI fluency, building a catalog of use cases, and iterative building.
Read whitepaper
Get started
If you’re evaluating how to deploy AI securely in your institution, contact our sales team.
Continue learning with OpenAI Academy
Discover additional guides and resources to help you build practical AI skills.
View all topics
via OpenAI News
