if he asks financial questions or adds documents etc and wants them summarized
I’m asking how secure is he worried about. He can use the enterprise versions of ChatGPT and others, which wouldn’t use his data for model training, but you can still be concerned with data being transmitted to a cloud server (although it will encrypted), and more concerningly, stored on a cloud server. If using the temporary chat, it will be safer, but chatgpt may still store the data internally up to 30 days.