AI BriefingAI Resource Hub for Financial Services
Key point
OpenAI Academy has gathered resources for adopting and scaling AI at regulated financial institutions in one place.
Details
OpenAI Academy has released a resource hub for financial institutions to evaluate, adopt, and scale AI. Designed for regulated financial environments including banks, asset managers, and insurers, it brings together materials ranging from initial review to real-world deployment.
The key resources are as follows.
- ChatGPT Enterprise prompt pack: supports data analysis, financial modeling, research and summarization, policy/tax/regulatory interpretation, contract/covenant/document analysis, and data extraction for Excel, BI, and ERP
- Pre-built GPTs: KYC / AML Risk Screener GPT, Policy Interpreter GPT, Investment Research Assistant GPT
- On-demand webinar: introduces how AI is used in banking, research, risk, operations, and customer workflows
- Guides and whitepapers: AI in the enterprise, Identifying and scaling AI use cases, Staying ahead in the age of AI, From experiments to deployments
It also advises financial institutions to contact the OpenAI sales team to safely adopt AI. At the bottom, links to related OpenAI Academy learning materials such as ChatGPT for finance teams, sales teams, and operations teams are also provided.
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