ChatGPT and AI: Revolution in Financial Services
Le brief IA que les pros lisent chaque soir
Les 7 actus IA du jour, décryptées en 5 min. Gratuit.
Inclus dès l'inscription : notre sélection des meilleurs guides & comparatifs IA.
Choisis ton rythme
Gratuit · Pas de spam · Désabonnement en 1 clic
AI Resources for Financial Institutions
Financial institutions now have a set of dedicated resources to integrate AI into their operations while adhering to regulated environments. These tools are specifically designed to meet the needs of banks, asset managers, insurers, and other organizations in the financial services sector.
Prompts for ChatGPT Enterprise
A ready-to-use prompt pack has been developed to facilitate daily work in financial services. These prompts include features such as data analysis, financial modeling, research, and information synthesis. They also allow for the interpretation of policies, taxation, and regulations. Additionally, contract analysis, covenants, and document review are included, along with data extraction and support for Excel, BI, and ERP workflows. These tools are designed to accelerate return on investment while maintaining clarity, consistency, and auditability.
Prebuilt GPTs
GPTs, or AI assistants, are designed to follow defined instructions and guardrails, ensuring that analysis and decisions remain consistent. They are easy to create and can be tailored to your own workflows. Three examples of GPTs are provided to help get started:
- KYC / AML Risk Screener GPT: This tool supports customer due diligence and risk screening with structured analysis and consistent decision support.
- Policy Interpreter GPT: It analyzes and interprets internal policies and regulatory texts, providing traceable and explainable results.
- Investment Research Assistant GPT: This GPT conducts structured investment and market research based on sources, using multi-round web analysis.
On-Demand Webinar
An on-demand webinar is available to explore how financial institutions are applying AI in practice. This webinar includes lessons learned from early AI deployments and explains how AI is used in research, risk management, operations, and customer workflows.
Guides and White Papers
In-depth resources, such as guides and white papers, are available to provide frameworks and advice on AI adoption. The 'AI in the Enterprise' guide offers a practical overview of how organizations deploy AI securely across essential workflows, with guidance on governance, security, and change management. The 'Identifying and Scaling AI Use Cases' guide provides a step-by-step framework for prioritizing high-impact AI use cases and transitioning from pilots to enterprise-wide deployment. The 'Staying Ahead in the Age of AI' guide offers executive-level insights on how AI is redefining competition, productivity, and decision-making in regulated industries. Finally, the 'From Experiments to Deployments' guide outlines the four phases observed in successful AI programs: establishing a solid foundation, AI fluency, building a use case catalog, and iterative construction.
Getting Started
For those evaluating how to deploy AI securely within their institution, it is possible to contact the sales team for personalized support.
Continue Learning with OpenAI Academy
Additional guides and resources are available through OpenAI Academy to help develop practical AI skills.
Brief IA — L'actualité IA en français
L'essentiel de l'actualité de l'intelligence artificielle, décrypté et expliqué chaque jour.