Chatham scales its capital markets expertise with OpenAI

OpenAI
Chatham Financial uses OpenAI's Codex and GPT-5.6 to reengineer capital markets workflows, cutting trade validation from 30 minutes to under 4.

Summary

Chatham Financial, an advisory firm serving complex capital markets decisions, is scaling its expertise with OpenAI technology. Through its Process Zero consulting service, Chatham reengineered trade validation using Codex, reducing review time from roughly 30 minutes to under 4 minutes while maintaining auditability and accuracy. Employees also build applications on Chatham Vibes, an internal platform whose AI features run on GPT-5.6 Terra by default with GPT-5.6 Sol as an optional upgrade, supporting client-facing workflows such as maturing-cap trade reviews, fixed-income rate sheets, hedging dashboards, and trade confirmation reviews. Chatham's next-generation capital markets operating system, Chatham Onyx, is developed with Codex across its lifecycle and uses GPT-5.6 Sol, GPT-5.6 Terra, GPT-5.4, and GPT-4.1, with tasks routed to the most cost-effective models and GPT-5.6 reserved for complex, accuracy-critical work. ChatFIN, built on Onyx, summarizes historical market data, helps users understand portfolios, and links to legal documents for debt, derivative, and lease terms. Executives emphasize that AI is not simply a faster way to run processes but a way to start from desired outcomes, identify where human judgment matters, and preserve accuracy, security, and accountability. Chatham plans to expand trade validation to more products, refine employee-built applications, and use Codex to develop new Onyx capabilities, freeing expert time for higher-value client work.

(Source:OpenAI)