Chatham Financial Scales Capital Markets Tech With OpenAI
Chatham Financial is transforming its capital markets operations by utilizing OpenAI technologies to build internal tools, power the next-generation Chatham Onyx platform, and redesign core workflows like trade validation.
Radwan AbdulhadiEditor and technology writer
Redesigning Workflows and Trade Validation
Chatham Financial advises clients on complex capital markets decisions where accuracy and auditability are paramount. According to OpenAI News, the firm has turned proven processes into governed, repeatable workflows and software by leveraging advanced AI capabilities, reducing routine execution time so experts can focus more on client needs.
Through its reengineering consulting service called Process Zero, Chatham has accelerated trade validation from 30 minutes to under 4 minutes. The firm's Controls and Data Integrity team protects the accuracy of transaction data by validating that each system record reflects what the client authorized and what was executed. Using Codex, Chatham developed an application that gathers supporting transaction evidence, compares key terms, and flags discrepancies for review. Chatham plans to extend the application to additional trade types while maintaining professional oversight.
Scaling Employee-Built Applications with AI
Chatham's client-facing AI work grew directly from its own internal operating experience. Employees across the firm widely use ChatGPT and Codex for daily activities such as research, analysis, drafting, and software development.
To foster internal development, Chatham created an internal platform called Chatham Vibes, which allows employees to build applications tailored to their specific work. While these applications use a range of models, their AI features run on GPT-5.6 Terra by default, with GPT-5.6 Sol available as an optional upgrade based on per-app configuration.
These employee-built applications increasingly support client-facing workflows. Use cases include helping teams review maturing-cap trades, preparing pricing workbooks and client communications, producing fixed-income rate sheets, preparing hedging dashboards, and reviewing trade confirmations. Chatham professionals provide the market context, client understanding, and judgment required to evaluate and refine the work before it reaches clients.
Building Chatham Onyx with Codex and OpenAI Models
The next-generation capital markets operating system, Chatham Onyx, brings assets, debt, and derivatives into an environment where clients and advisors can work from connected, governed data. Users can utilize AI without losing traceability to the underlying source information.
Chatham uses Codex across the entire Onyx development lifecycle to help plan, build, test, document, and review software, thereby shortening the path from initial concept to a durable product capability.
The Onyx platform leverages multiple OpenAI models, including GPT-5.6 Sol, GPT-5.6 Terra, GPT-5.4, and GPT-4.1. Tasks like simple analysis and non-production testing are routed to the most cost-effective models, while GPT-5.6 handles complex tasks requiring maximum accuracy and value.
Enhancing Client Insights Through ChatFIN
Within the Onyx platform, capabilities such as ChatFIN summarize patterns in historical market data, help users understand their portfolios, and locate and link to legal documents for debt, derivative, and lease terms.
By utilizing OpenAI to perform structured comparisons, organize evidence, and identify exceptions, Chatham enables advisors to spend less time assembling information and more time interpreting it, managing difficult cases, and advising clients directly. For further inquiries on how these technologies can scale business operations, organizations can visit Contact sales.
Looking ahead, Chatham plans to expand trade validation across additional products, continue refining its employee-built applications, and utilize Codex to help develop new capabilities for the Onyx platform.
Sources
- OpenAI NewsChatham scales its capital markets expertise with OpenAI
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