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
Time comparison
Traditional way
3-5 days
With V7 Go agents
2-4 hours
Average time saved
90%
Why V7 Go
Analyzes custody operations data
To optimize platform pricing and efficiency.



Import your files
Snowflake
,
Tableau
,
Microsoft Excel
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Connect AI to your custody platform.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
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.
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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.
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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.
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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.
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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.
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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.
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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.













