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
Time comparison
Traditional way
2-3 hours per morning
With V7 Go agents
10-15 minutes
Average time saved
90%
Why V7 Go
Synthesizes research from multiple sources
To deliver personalized client intelligence.



Import your files
Salesforce
,
Microsoft Outlook
,
Slack
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 research workflow.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
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.
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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.
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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.
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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.
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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.
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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.
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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.













