Case Study: Chatham Financial cuts trade validation time with OpenAI

Chatham Financial cuts trade validation from 30 minutes to under 4 with OpenAI

Chatham Financial, a firm advising clients on complex capital markets decisions, sought to turn its proven processes into governed, repeatable workflows to reduce time spent on routine execution. This would allow its experts to focus more on client needs. To achieve this, Chatham Financial worked with vendor OpenAI, utilizing products like Codex and GPT-5.6.

OpenAI's solution involved using Codex to build internal and client-facing tools and GPT-5.6 to power AI features. This redesigned key workflows, most notably cutting the time required for trade validation from 30 minutes to under 4 minutes. The implementation also included the development of its next-generation capital markets operating system, Chatham Onyx, creating more capacity for expert work and more accurate, auditable results.

Chatham Financial