90% faster briefing prep

AI agent for FX Sales Dealers

From overnight research to client briefings in minutes

Delegate the daily task of synthesizing currency research and geopolitical developments to a specialized AI agent. It analyzes overnight research reports, central bank communications, and breaking news to generate personalized morning briefings for your corporate clients, allowing you to focus on relationship management and deal execution.

Ideal for

FX Sales Desks

Currency Strategists

Corporate FX Teams

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    Foobar logo
    ABL logo
    Mercedes-Benz logo
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    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
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    Bayer Logo
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See AI agent for FX Sales Dealers in action

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  • 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 FX Sales Dealers 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 FX Sales Dealers in action

Play video

Daily FX Client Briefing

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    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 FX Sales Dealers in action

Play video

Time comparison

Time comparison

Traditional way

2-3 hours per morning

With V7 Go agents

10-15 minutes

Average time saved

90%

Why V7 Go

Why V7 Go

Multi-Source Research Synthesis

Automatically aggregates and analyzes research from sell-side banks, central bank communications, economic data releases, and proprietary strategy notes to identify relevant market drivers.

Multi-Source Research Synthesis

Automatically aggregates and analyzes research from sell-side banks, central bank communications, economic data releases, and proprietary strategy notes to identify relevant market drivers.

Multi-Source Research Synthesis

Automatically aggregates and analyzes research from sell-side banks, central bank communications, economic data releases, and proprietary strategy notes to identify relevant market drivers.

Multi-Source Research Synthesis

Automatically aggregates and analyzes research from sell-side banks, central bank communications, economic data releases, and proprietary strategy notes to identify relevant market drivers.

Geopolitical Event Monitoring

Tracks breaking geopolitical developments, policy announcements, and political events that impact currency markets, flagging those relevant to specific client exposures.

Geopolitical Event Monitoring

Tracks breaking geopolitical developments, policy announcements, and political events that impact currency markets, flagging those relevant to specific client exposures.

Geopolitical Event Monitoring

Tracks breaking geopolitical developments, policy announcements, and political events that impact currency markets, flagging those relevant to specific client exposures.

Geopolitical Event Monitoring

Tracks breaking geopolitical developments, policy announcements, and political events that impact currency markets, flagging those relevant to specific client exposures.

Client-Specific Customization

Tailors briefings to each client's currency exposures, hedging strategies, and risk preferences by connecting to your CRM and client profile database.

Client-Specific Customization

Tailors briefings to each client's currency exposures, hedging strategies, and risk preferences by connecting to your CRM and client profile database.

Client-Specific Customization

Tailors briefings to each client's currency exposures, hedging strategies, and risk preferences by connecting to your CRM and client profile database.

Client-Specific Customization

Tailors briefings to each client's currency exposures, hedging strategies, and risk preferences by connecting to your CRM and client profile database.

Technical Analysis Integration

Incorporates key technical levels, support and resistance zones, and momentum indicators into briefings to provide actionable trading context alongside fundamental analysis.

Technical Analysis Integration

Incorporates key technical levels, support and resistance zones, and momentum indicators into briefings to provide actionable trading context alongside fundamental analysis.

Technical Analysis Integration

Incorporates key technical levels, support and resistance zones, and momentum indicators into briefings to provide actionable trading context alongside fundamental analysis.

Technical Analysis Integration

Incorporates key technical levels, support and resistance zones, and momentum indicators into briefings to provide actionable trading context alongside fundamental analysis.

Sentiment and Positioning Insights

Analyzes market positioning data, options flows, and sentiment indicators to identify potential inflection points and crowded trades that could impact client strategies.

Sentiment and Positioning Insights

Analyzes market positioning data, options flows, and sentiment indicators to identify potential inflection points and crowded trades that could impact client strategies.

Sentiment and Positioning Insights

Analyzes market positioning data, options flows, and sentiment indicators to identify potential inflection points and crowded trades that could impact client strategies.

Sentiment and Positioning Insights

Analyzes market positioning data, options flows, and sentiment indicators to identify potential inflection points and crowded trades that could impact client strategies.

Automated Distribution Workflows

Delivers personalized briefings directly to clients via email, Bloomberg terminal, or your preferred communication platform on a scheduled basis each morning.

Automated Distribution Workflows

Delivers personalized briefings directly to clients via email, Bloomberg terminal, or your preferred communication platform on a scheduled basis each morning.

Automated Distribution Workflows

Delivers personalized briefings directly to clients via email, Bloomberg terminal, or your preferred communication platform on a scheduled basis each morning.

Automated Distribution Workflows

Delivers personalized briefings directly to clients via email, Bloomberg terminal, or your preferred communication platform on a scheduled basis each morning.

Synthesizes research from multiple sources

To deliver personalized client intelligence.

Get started

Get started

Logo
Logo
Logo

Import your files

Salesforce

,

Microsoft Outlook

,

Slack

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your research workflow.

Connect AI to your research workflow.

Turn overnight developments into client value every morning.

Turn overnight developments into client value every morning.

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.

FX research comes in many formats. This agent handles everything from dense sell-side research PDFs and central bank policy statements to real-time news feeds and proprietary strategy notes. It processes structured data tables, charts, and unstructured commentary with equal precision.

Input types

50+ languages

Real-time feeds

200 pages

Multi-modal

Document types

PDFs

News Feeds

Data Tables

Charts

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

FX research comes in many formats. This agent handles everything from dense sell-side research PDFs and central bank policy statements to real-time news feeds and proprietary strategy notes. It processes structured data tables, charts, and unstructured commentary with equal precision.

Input types

50+ languages

Real-time feeds

200 pages

Multi-modal

Document types

PDFs

News Feeds

Data Tables

Charts

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

FX research comes in many formats. This agent handles everything from dense sell-side research PDFs and central bank policy statements to real-time news feeds and proprietary strategy notes. It processes structured data tables, charts, and unstructured commentary with equal precision.

Input types

50+ languages

Real-time feeds

200 pages

Multi-modal

Document types

PDFs

News Feeds

Data Tables

Charts

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

In currency markets, precision matters. The agent uses sophisticated analysis to accurately extract key data points, central bank signals, and market-moving developments. It distinguishes between noise and signal to ensure clients receive only relevant, actionable intelligence.

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.

In currency markets, precision matters. The agent uses sophisticated analysis to accurately extract key data points, central bank signals, and market-moving developments. It distinguishes between noise and signal to ensure clients receive only relevant, actionable intelligence.

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.

In currency markets, precision matters. The agent uses sophisticated analysis to accurately extract key data points, central bank signals, and market-moving developments. It distinguishes between noise and signal to ensure clients receive only relevant, actionable intelligence.

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 insight in a client briefing is linked back to its source. Whether it's a central bank statement, sell-side research note, or breaking news article, dealers can verify the origin of every data point and recommendation with complete transparency.

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 insight in a client briefing is linked back to its source. Whether it's a central bank statement, sell-side research note, or breaking news article, dealers can verify the origin of every data point and recommendation with complete transparency.

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 insight in a client briefing is linked back to its source. Whether it's a central bank statement, sell-side research note, or breaking news article, dealers can verify the origin of every data point and recommendation with complete transparency.

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.

Client information and proprietary research are highly sensitive. V7 Go processes all data within your secure environment, ensuring confidentiality and compliance with financial services regulations. Your research and client data are never used for external purposes.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Client information and proprietary research are highly sensitive. V7 Go processes all data within your secure environment, ensuring confidentiality and compliance with financial services regulations. Your research and client data are never used for external purposes.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Client information and proprietary research are highly sensitive. V7 Go processes all data within your secure environment, ensuring confidentiality and compliance with financial services regulations. Your research and client data are never used for external purposes.

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 FX Sales Dealers

How does the agent determine what's relevant for each client?

The agent connects to your CRM and client profile systems to understand each client's currency exposures, hedging programs, and stated risk preferences. It then filters and prioritizes research based on these specific parameters.

+

How does the agent determine what's relevant for each client?

The agent connects to your CRM and client profile systems to understand each client's currency exposures, hedging programs, and stated risk preferences. It then filters and prioritizes research based on these specific parameters.

+

How does the agent determine what's relevant for each client?

The agent connects to your CRM and client profile systems to understand each client's currency exposures, hedging programs, and stated risk preferences. It then filters and prioritizes research based on these specific parameters.

+

Can it incorporate our proprietary research and house views?

Yes. The agent can access your internal research repository through a Knowledge Hub, ensuring that your firm's proprietary views and strategic recommendations are prominently featured in client briefings alongside external research.

+

Can it incorporate our proprietary research and house views?

Yes. The agent can access your internal research repository through a Knowledge Hub, ensuring that your firm's proprietary views and strategic recommendations are prominently featured in client briefings alongside external research.

+

Can it incorporate our proprietary research and house views?

Yes. The agent can access your internal research repository through a Knowledge Hub, ensuring that your firm's proprietary views and strategic recommendations are prominently featured in client briefings alongside external research.

+

How does it handle breaking news during market hours?

While designed for morning briefings, the agent can be configured to monitor news feeds continuously and generate real-time alerts when market-moving events occur that affect specific client exposures.

+

How does it handle breaking news during market hours?

While designed for morning briefings, the agent can be configured to monitor news feeds continuously and generate real-time alerts when market-moving events occur that affect specific client exposures.

+

How does it handle breaking news during market hours?

While designed for morning briefings, the agent can be configured to monitor news feeds continuously and generate real-time alerts when market-moving events occur that affect specific client exposures.

+

What sources does it pull research from?

The agent can integrate with major research platforms like Bloomberg, Refinitiv, and FactSet, as well as direct feeds from sell-side research departments, central bank websites, and your internal research systems.

+

What sources does it pull research from?

The agent can integrate with major research platforms like Bloomberg, Refinitiv, and FactSet, as well as direct feeds from sell-side research departments, central bank websites, and your internal research systems.

+

What sources does it pull research from?

The agent can integrate with major research platforms like Bloomberg, Refinitiv, and FactSet, as well as direct feeds from sell-side research departments, central bank websites, and your internal research systems.

+

Can dealers review and edit briefings before distribution?

Absolutely. The agent generates draft briefings that dealers can review, edit, and approve before distribution. This ensures human oversight while dramatically reducing preparation time.

+

Can dealers review and edit briefings before distribution?

Absolutely. The agent generates draft briefings that dealers can review, edit, and approve before distribution. This ensures human oversight while dramatically reducing preparation time.

+

Can dealers review and edit briefings before distribution?

Absolutely. The agent generates draft briefings that dealers can review, edit, and approve before distribution. This ensures human oversight while dramatically reducing preparation time.

+

How does it maintain compliance with research distribution rules?

The agent can be configured to follow your firm's compliance policies for research distribution, including proper attribution, disclaimers, and client suitability checks before sending any briefing.

+

How does it maintain compliance with research distribution rules?

The agent can be configured to follow your firm's compliance policies for research distribution, including proper attribution, disclaimers, and client suitability checks before sending any briefing.

+

How does it maintain compliance with research distribution rules?

The agent can be configured to follow your firm's compliance policies for research distribution, including proper attribution, disclaimers, and client suitability checks before sending any briefing.

+

Next steps

Next steps

Still manually reading research reports every morning?

Send us your research sources and a sample client profile. We'll show you how our agent creates a personalized briefing in minutes.

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: