90% faster analysis

AI agent for Custody Product Managers

Turn custody data into pricing intelligence

Delegate custody platform analysis to a specialized AI agent. It processes client asset flows, settlement patterns, and operational metrics to identify pricing optimization opportunities and efficiency improvements, allowing product managers to make data-driven decisions about platform enhancements and fee structures.

Ideal for

Custody Product Teams

Asset Servicing

Operations Analytics

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    SMC  logo
    Mercedes-Benz logo
    Centerline logo
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    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
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    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Custody Product Managers in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Custody Product Managers in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Custody Product Managers in action

Play video

Q3 Custody Platform Analysis

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Custody Product Managers in action

Play video

Time comparison

Time comparison

Traditional way

3-5 days

With V7 Go agents

2-4 hours

Average time saved

90%

Why V7 Go

Why V7 Go

Asset Flow Pattern Analysis

Automatically analyzes client asset movements across custody accounts to identify trends, seasonal patterns, and concentration risks that impact platform capacity and pricing strategies.

Asset Flow Pattern Analysis

Automatically analyzes client asset movements across custody accounts to identify trends, seasonal patterns, and concentration risks that impact platform capacity and pricing strategies.

Asset Flow Pattern Analysis

Automatically analyzes client asset movements across custody accounts to identify trends, seasonal patterns, and concentration risks that impact platform capacity and pricing strategies.

Asset Flow Pattern Analysis

Automatically analyzes client asset movements across custody accounts to identify trends, seasonal patterns, and concentration risks that impact platform capacity and pricing strategies.

Settlement Efficiency Metrics

Tracks settlement success rates, fail patterns, and processing times across asset classes and client segments to pinpoint operational bottlenecks and improvement opportunities.

Settlement Efficiency Metrics

Tracks settlement success rates, fail patterns, and processing times across asset classes and client segments to pinpoint operational bottlenecks and improvement opportunities.

Settlement Efficiency Metrics

Tracks settlement success rates, fail patterns, and processing times across asset classes and client segments to pinpoint operational bottlenecks and improvement opportunities.

Settlement Efficiency Metrics

Tracks settlement success rates, fail patterns, and processing times across asset classes and client segments to pinpoint operational bottlenecks and improvement opportunities.

Pricing Optimization Intelligence

Correlates custody fee structures with client asset volumes, transaction patterns, and service utilization to identify underpriced segments and revenue enhancement opportunities.

Pricing Optimization Intelligence

Correlates custody fee structures with client asset volumes, transaction patterns, and service utilization to identify underpriced segments and revenue enhancement opportunities.

Pricing Optimization Intelligence

Correlates custody fee structures with client asset volumes, transaction patterns, and service utilization to identify underpriced segments and revenue enhancement opportunities.

Pricing Optimization Intelligence

Correlates custody fee structures with client asset volumes, transaction patterns, and service utilization to identify underpriced segments and revenue enhancement opportunities.

Client Segment Profitability

Calculates true profitability by client segment by analyzing custody fees against operational costs, settlement complexity, and service requirements for each account type.

Client Segment Profitability

Calculates true profitability by client segment by analyzing custody fees against operational costs, settlement complexity, and service requirements for each account type.

Client Segment Profitability

Calculates true profitability by client segment by analyzing custody fees against operational costs, settlement complexity, and service requirements for each account type.

Client Segment Profitability

Calculates true profitability by client segment by analyzing custody fees against operational costs, settlement complexity, and service requirements for each account type.

Platform Capacity Planning

Forecasts future custody volumes and settlement loads based on historical asset flow patterns, enabling proactive infrastructure planning and resource allocation decisions.

Platform Capacity Planning

Forecasts future custody volumes and settlement loads based on historical asset flow patterns, enabling proactive infrastructure planning and resource allocation decisions.

Platform Capacity Planning

Forecasts future custody volumes and settlement loads based on historical asset flow patterns, enabling proactive infrastructure planning and resource allocation decisions.

Platform Capacity Planning

Forecasts future custody volumes and settlement loads based on historical asset flow patterns, enabling proactive infrastructure planning and resource allocation decisions.

Competitive Benchmarking

Compares your custody platform metrics against industry standards and peer institutions to identify competitive advantages and areas requiring strategic investment.

Competitive Benchmarking

Compares your custody platform metrics against industry standards and peer institutions to identify competitive advantages and areas requiring strategic investment.

Competitive Benchmarking

Compares your custody platform metrics against industry standards and peer institutions to identify competitive advantages and areas requiring strategic investment.

Competitive Benchmarking

Compares your custody platform metrics against industry standards and peer institutions to identify competitive advantages and areas requiring strategic investment.

Analyzes custody operations data

To optimize platform pricing and efficiency.

Get started

Get started

Logo
Logo
Logo

Import your files

Snowflake

,

Tableau

,

Microsoft Excel

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your custody platform.

Connect AI to your custody platform.

Turn operational data into strategic pricing intelligence.

Turn operational data into strategic pricing intelligence.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex documents.

Up to 200 pages.

Custody data comes in varied formats across platforms and providers. This agent handles everything from standardized custody reports to proprietary system exports, processing multi-currency statements and complex settlement data regardless of format.

Input types

Multi-currency

Complex Tables

200 pages

Multi-modal

Document types

PDFs

CSV Files

Tables

Graphs

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Custody data comes in varied formats across platforms and providers. This agent handles everything from standardized custody reports to proprietary system exports, processing multi-currency statements and complex settlement data regardless of format.

Input types

Multi-currency

Complex Tables

200 pages

Multi-modal

Document types

PDFs

CSV Files

Tables

Graphs

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Custody data comes in varied formats across platforms and providers. This agent handles everything from standardized custody reports to proprietary system exports, processing multi-currency statements and complex settlement data regardless of format.

Input types

Multi-currency

Complex Tables

200 pages

Multi-modal

Document types

PDFs

CSV Files

Tables

Graphs

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Custody decisions impact billions in assets. The agent uses sophisticated workflows to ensure settlement metrics, asset values, and fee calculations are extracted with precision, providing reliable data for strategic pricing and platform decisions.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Custody decisions impact billions in assets. The agent uses sophisticated workflows to ensure settlement metrics, asset values, and fee calculations are extracted with precision, providing reliable data for strategic pricing and platform decisions.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Custody decisions impact billions in assets. The agent uses sophisticated workflows to ensure settlement metrics, asset values, and fee calculations are extracted with precision, providing reliable data for strategic pricing and platform decisions.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in reality.

Every custody metric and pricing insight is linked back to its source in the operational data. This provides complete transparency for product decisions and ensures all recommendations are based on verifiable platform performance.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Every custody metric and pricing insight is linked back to its source in the operational data. This provides complete transparency for product decisions and ensures all recommendations are based on verifiable platform performance.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Every custody metric and pricing insight is linked back to its source in the operational data. This provides complete transparency for product decisions and ensures all recommendations are based on verifiable platform performance.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for high-stake industries.

Custody data contains sensitive client asset information and proprietary platform metrics. V7 Go processes all data within your secure environment, ensuring confidentiality and compliance with financial services regulations.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Custody data contains sensitive client asset information and proprietary platform metrics. V7 Go processes all data within your secure environment, ensuring confidentiality and compliance with financial services regulations.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Custody data contains sensitive client asset information and proprietary platform metrics. V7 Go processes all data within your secure environment, ensuring confidentiality and compliance with financial services regulations.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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Answers

Answers

What you need to know about our

AI agent for Custody Product Managers

How does the agent handle multi-currency custody data?

The agent normalizes multi-currency data using real-time FX rates and handles complex cross-border settlement patterns. It accounts for currency-specific settlement cycles and regulatory requirements when analyzing efficiency metrics.

+

How does the agent handle multi-currency custody data?

The agent normalizes multi-currency data using real-time FX rates and handles complex cross-border settlement patterns. It accounts for currency-specific settlement cycles and regulatory requirements when analyzing efficiency metrics.

+

How does the agent handle multi-currency custody data?

The agent normalizes multi-currency data using real-time FX rates and handles complex cross-border settlement patterns. It accounts for currency-specific settlement cycles and regulatory requirements when analyzing efficiency metrics.

+

Can it analyze both traditional and digital asset custody?

Yes. The agent processes data from both traditional securities custody and digital asset custody platforms, recognizing the unique settlement characteristics and operational requirements of each asset class.

+

Can it analyze both traditional and digital asset custody?

Yes. The agent processes data from both traditional securities custody and digital asset custody platforms, recognizing the unique settlement characteristics and operational requirements of each asset class.

+

Can it analyze both traditional and digital asset custody?

Yes. The agent processes data from both traditional securities custody and digital asset custody platforms, recognizing the unique settlement characteristics and operational requirements of each asset class.

+

How does it identify pricing optimization opportunities?

The agent analyzes the relationship between custody fees, asset volumes, transaction complexity, and operational costs across client segments. It identifies segments where pricing is misaligned with service delivery costs or market rates.

+

How does it identify pricing optimization opportunities?

The agent analyzes the relationship between custody fees, asset volumes, transaction complexity, and operational costs across client segments. It identifies segments where pricing is misaligned with service delivery costs or market rates.

+

How does it identify pricing optimization opportunities?

The agent analyzes the relationship between custody fees, asset volumes, transaction complexity, and operational costs across client segments. It identifies segments where pricing is misaligned with service delivery costs or market rates.

+

What data sources does the agent integrate with?

The agent connects to custody platforms, settlement systems, fee billing databases, and operational reporting tools. It can process data from major custody providers and proprietary internal systems.

+

What data sources does the agent integrate with?

The agent connects to custody platforms, settlement systems, fee billing databases, and operational reporting tools. It can process data from major custody providers and proprietary internal systems.

+

What data sources does the agent integrate with?

The agent connects to custody platforms, settlement systems, fee billing databases, and operational reporting tools. It can process data from major custody providers and proprietary internal systems.

+

How frequently should custody data be analyzed?

Most custody product teams run monthly analyses to track operational trends and quarterly deep dives for strategic pricing reviews. The agent can be configured for any cadence based on your platform's reporting cycle.

+

How frequently should custody data be analyzed?

Most custody product teams run monthly analyses to track operational trends and quarterly deep dives for strategic pricing reviews. The agent can be configured for any cadence based on your platform's reporting cycle.

+

How frequently should custody data be analyzed?

Most custody product teams run monthly analyses to track operational trends and quarterly deep dives for strategic pricing reviews. The agent can be configured for any cadence based on your platform's reporting cycle.

+

Is client custody data kept confidential?

Absolutely. V7 Go processes all custody data within your secure environment and adheres to financial services data protection standards. Client information is never shared externally or used for model training.

+

Is client custody data kept confidential?

Absolutely. V7 Go processes all custody data within your secure environment and adheres to financial services data protection standards. Client information is never shared externally or used for model training.

+

Is client custody data kept confidential?

Absolutely. V7 Go processes all custody data within your secure environment and adheres to financial services data protection standards. Client information is never shared externally or used for model training.

+

Next steps

Next steps

Still analyzing custody data manually across spreadsheets?

Share a sample of your custody operations data, and we'll show you how AI can identify pricing optimization opportunities and efficiency improvements in hours, not days.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: