Solution Kit for Financial Services
This Solution Kit brings together the essential resources financial institutions use to evaluate, adopt, and scale AI in real-world, regulated environments. Whether you’re exploring initial use cases or supporting teams already deploying AI, these guides, tools, and examples are designed to help you move faster with confidence.
All resources are built specifically for the needs of banks, asset managers, insurers, and other financial services organizations. Learn more about OpenAI for Financial Services. Prompts 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.
Pre-built GPTs
GPTs are purpose-built AI assistants that follow a defined set of instructions, rules, and guardrails—so analysis and decisions are consistent by design. We’ve built three example GPTs to help you get started. GPTs are easy to create, and can be built by anyone.
- KYC / AML Risk Screener GPT: Support customer due diligence and risk screening with structured analysis and consistent decision support. → Get GPT
- Policy Interpreter GPT: Analyze and interpret internal policies and regulatory text with traceable, explainable outputs. → Get GPT
- Investment Research Assistant GPT: Performs structured, source-backed investment and market research using multi-turn web analysis. → Get GPT
On-demand webinar: 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.
Guides and whitepapers
Understand where AI delivers value—and how to deploy it responsibly at scale.
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 financial services team. 
