Chatham financial expands AI integration in capital markets

Chatham Financial is leveraging OpenAI's technologies, including Codex and GPT‑5.6, to enhance its capital markets operations. The firm has reduced trade validation time from 30 minutes to under 4 minutes through its Process Zero initiative. This reengineering service focuses on streamlining workflows by identifying essential inputs, human judgment points, and AI support. Chatham’s Controls and Data Integrity team ensures transaction accuracy by validating system records against client authorizations. The firm is also expanding AI use across client-facing tools, such as applications for pricing workbooks, hedging dashboards, and trade confirmations. Chatham Onyx, its next-generation operating system, integrates GPT‑5.6 Sol and Terra for complex tasks, while simpler tasks use older models like GPT‑4.1. The firm plans to extend trade validation to more products and refine employee-built applications using Codex. Chatham’s AI tools help advisors spend less time on data assembly and more on client interpretation and advisory work.