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Singular Bank helps bankers move fast with ChatGPT and Codex

Singular Bank, a private bank based in Madrid, built Singularity—an internal assistant powered by ChatGPT and Codex—that helps bankers analyze portfolios in real time, prepare for meetings, and generate compliant follow-up communications. Across the team, bankers save 60–90 minutes per day and spend more time advising clients instead of preparing materials.

Agent or tool
ChatGPT
Topic
Finance
Reported on
Case study (OpenAI)
Added
2026-11-11

Why it matters

Money tasks are tedious but high-stakes, which is exactly where a careful agent helps: it does the checking and paperwork while a person keeps the final say. It is one of 156 sightings filed under Finance on Agent Sightings (number 70 by interest), and one of 145 involving ChatGPT.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into ChatGPT or any similar agent and adjust the details to your situation.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was ChatGPT.

Saved

Tip: Keep the agent in 'propose, don't pay' mode: let it gather numbers and draft messages, and approve any payment or account change yourself.

Source

Read the original first-hand account on Case study (OpenAI): https://openai.com/index/singular-bank. Our summary is a paraphrase; details are in the source.

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