90% faster analysis
AI Custody Product Manager Agent
Turn asset flow data into pricing strategy
Delegate the analysis of client asset flows and settlement efficiency to a specialized AI agent. It processes transaction data, identifies patterns in client behavior, flags operational bottlenecks, and delivers structured insights that inform pricing decisions and service improvements.
Ideal for
Product Managers
Custody Operations
Pricing Strategy Teams
See AI Custody Product Manager Agent in action
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See AI Custody Product Manager Agent in action
Play video
See AI Custody Product Manager Agent in action
Play video
Q3 Custody Pricing Analysis
See AI Custody Product Manager Agent in action
Play video
Time comparison
Time comparison
Traditional way
3-4 weeks
With V7 Go agents
4-8 hours
Average time saved
90%
Why V7 Go
Why V7 Go
Client Segmentation Analysis
Automatically segments clients by asset flow patterns, settlement behavior, and fee sensitivity, revealing which customer groups are most profitable and which require service redesign.
Client Segmentation Analysis
Automatically segments clients by asset flow patterns, settlement behavior, and fee sensitivity, revealing which customer groups are most profitable and which require service redesign.
Client Segmentation Analysis
Automatically segments clients by asset flow patterns, settlement behavior, and fee sensitivity, revealing which customer groups are most profitable and which require service redesign.
Client Segmentation Analysis
Automatically segments clients by asset flow patterns, settlement behavior, and fee sensitivity, revealing which customer groups are most profitable and which require service redesign.
Settlement Efficiency Benchmarking
Identifies operational bottlenecks in your settlement process by comparing client-specific metrics against platform averages, pinpointing where service improvements will have the greatest impact.
Settlement Efficiency Benchmarking
Identifies operational bottlenecks in your settlement process by comparing client-specific metrics against platform averages, pinpointing where service improvements will have the greatest impact.
Settlement Efficiency Benchmarking
Identifies operational bottlenecks in your settlement process by comparing client-specific metrics against platform averages, pinpointing where service improvements will have the greatest impact.
Settlement Efficiency Benchmarking
Identifies operational bottlenecks in your settlement process by comparing client-specific metrics against platform averages, pinpointing where service improvements will have the greatest impact.
Pricing Gap Identification
Flags clients and asset classes where your pricing is misaligned with the value delivered, enabling targeted pricing adjustments that improve margins without losing business.
Pricing Gap Identification
Flags clients and asset classes where your pricing is misaligned with the value delivered, enabling targeted pricing adjustments that improve margins without losing business.
Pricing Gap Identification
Flags clients and asset classes where your pricing is misaligned with the value delivered, enabling targeted pricing adjustments that improve margins without losing business.
Pricing Gap Identification
Flags clients and asset classes where your pricing is misaligned with the value delivered, enabling targeted pricing adjustments that improve margins without losing business.
Competitive Positioning Insights
Analyzes your service delivery against industry benchmarks to identify where you're over-serving or under-serving relative to competitors, informing product roadmap decisions.
Competitive Positioning Insights
Analyzes your service delivery against industry benchmarks to identify where you're over-serving or under-serving relative to competitors, informing product roadmap decisions.
Competitive Positioning Insights
Analyzes your service delivery against industry benchmarks to identify where you're over-serving or under-serving relative to competitors, informing product roadmap decisions.
Competitive Positioning Insights
Analyzes your service delivery against industry benchmarks to identify where you're over-serving or under-serving relative to competitors, informing product roadmap decisions.
Trend Detection and Forecasting
Detects emerging patterns in client behavior and asset flows, enabling proactive adjustments to pricing and service offerings before market shifts occur.
Trend Detection and Forecasting
Detects emerging patterns in client behavior and asset flows, enabling proactive adjustments to pricing and service offerings before market shifts occur.
Trend Detection and Forecasting
Detects emerging patterns in client behavior and asset flows, enabling proactive adjustments to pricing and service offerings before market shifts occur.
Trend Detection and Forecasting
Detects emerging patterns in client behavior and asset flows, enabling proactive adjustments to pricing and service offerings before market shifts occur.
Structured Reporting for Leadership
Delivers analysis in executive-ready formats with clear visualizations and actionable recommendations, eliminating the need for manual report compilation and interpretation.
Structured Reporting for Leadership
Delivers analysis in executive-ready formats with clear visualizations and actionable recommendations, eliminating the need for manual report compilation and interpretation.
Structured Reporting for Leadership
Delivers analysis in executive-ready formats with clear visualizations and actionable recommendations, eliminating the need for manual report compilation and interpretation.
Structured Reporting for Leadership
Delivers analysis in executive-ready formats with clear visualizations and actionable recommendations, eliminating the need for manual report compilation and interpretation.
Analyzes settlement and asset flow data
To reveal pricing and operational insights.
Get started
Get started
Import your files
Snowflake
,
Tableau
,
Google Sheets
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your custody data.
Connect AI to your custody data.
Drive pricing and product decisions with confidence.
Drive pricing and product decisions with confidence.
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
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
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
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
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 data structures.
From any source.
Custody data comes in many formats. This agent handles transaction records from core banking systems, settlement data from multiple custodians, client account hierarchies, and fee schedules in any standard format. It normalizes inconsistent data structures and reconciles information across sources.
Input types
Multi-source data
Complex hierarchies
Real-time feeds
Legacy formats
Document types
CSV
Excel
JSON
Database Exports
API Feeds
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex data structures.
From any source.
Custody data comes in many formats. This agent handles transaction records from core banking systems, settlement data from multiple custodians, client account hierarchies, and fee schedules in any standard format. It normalizes inconsistent data structures and reconciles information across sources.
Input types
Multi-source data
Complex hierarchies
Real-time feeds
Legacy formats
Document types
CSV
Excel
JSON
Database Exports
API Feeds
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex data structures.
From any source.
Custody data comes in many formats. This agent handles transaction records from core banking systems, settlement data from multiple custodians, client account hierarchies, and fee schedules in any standard format. It normalizes inconsistent data structures and reconciles information across sources.
Input types
Multi-source data
Complex hierarchies
Real-time feeds
Legacy formats
Document types
CSV
Excel
JSON
Database Exports
API Feeds
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through multi-step validation.
In custody operations, precision is non-negotiable. This agent uses multi-step validation workflows to ensure settlement data is accurately categorized, client segments are properly defined, and pricing calculations are correct. Every finding is reconciled against source data.
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 multi-step validation.
In custody operations, precision is non-negotiable. This agent uses multi-step validation workflows to ensure settlement data is accurately categorized, client segments are properly defined, and pricing calculations are correct. Every finding is reconciled against source data.
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 multi-step validation.
In custody operations, precision is non-negotiable. This agent uses multi-step validation workflows to ensure settlement data is accurately categorized, client segments are properly defined, and pricing calculations are correct. Every finding is reconciled against source data.
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 insights,
grounded in your data.
Every insight is traceable to the underlying transaction data. The agent provides complete audit trails showing which clients, assets, or time periods drove each finding, enabling your team to validate conclusions and drill into details with confidence.
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
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy insights,
grounded in your data.
Every insight is traceable to the underlying transaction data. The agent provides complete audit trails showing which clients, assets, or time periods drove each finding, enabling your team to validate conclusions and drill into details with confidence.
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 insights,
grounded in your data.
Every insight is traceable to the underlying transaction data. The agent provides complete audit trails showing which clients, assets, or time periods drove each finding, enabling your team to validate conclusions and drill into details with confidence.
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 financial institutions.
Custody data is highly sensitive. V7 Go processes all information within your secure environment with encryption, access controls, and compliance with financial industry standards. Client data remains confidential, and analysis can be anonymized for broader organizational sharing.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for financial institutions.
Custody data is highly sensitive. V7 Go processes all information within your secure environment with encryption, access controls, and compliance with financial industry standards. Client data remains confidential, and analysis can be anonymized for broader organizational sharing.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for financial institutions.
Custody data is highly sensitive. V7 Go processes all information within your secure environment with encryption, access controls, and compliance with financial industry standards. Client data remains confidential, and analysis can be anonymized for broader organizational sharing.
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 Custody Product Manager Agent
What data sources can the agent analyze?
The agent processes transaction records, settlement data, client account information, fee schedules, and operational metrics from your custody platform. It can integrate with your core banking systems, data warehouses, or accept structured exports in standard formats like CSV or Excel.
+
What data sources can the agent analyze?
The agent processes transaction records, settlement data, client account information, fee schedules, and operational metrics from your custody platform. It can integrate with your core banking systems, data warehouses, or accept structured exports in standard formats like CSV or Excel.
+
What data sources can the agent analyze?
The agent processes transaction records, settlement data, client account information, fee schedules, and operational metrics from your custody platform. It can integrate with your core banking systems, data warehouses, or accept structured exports in standard formats like CSV or Excel.
+
How does it identify pricing opportunities?
The agent compares your current pricing against the value delivered to each client segment, benchmarks your fees against industry standards, and identifies clients with high settlement volumes or complex asset types that justify premium pricing.
+
How does it identify pricing opportunities?
The agent compares your current pricing against the value delivered to each client segment, benchmarks your fees against industry standards, and identifies clients with high settlement volumes or complex asset types that justify premium pricing.
+
How does it identify pricing opportunities?
The agent compares your current pricing against the value delivered to each client segment, benchmarks your fees against industry standards, and identifies clients with high settlement volumes or complex asset types that justify premium pricing.
+
Can it work with our existing product management tools?
Yes. The agent integrates with common product management platforms and can export findings directly to your analytics tools, dashboards, or reporting systems for seamless workflow integration.
+
Can it work with our existing product management tools?
Yes. The agent integrates with common product management platforms and can export findings directly to your analytics tools, dashboards, or reporting systems for seamless workflow integration.
+
Can it work with our existing product management tools?
Yes. The agent integrates with common product management platforms and can export findings directly to your analytics tools, dashboards, or reporting systems for seamless workflow integration.
+
How does it handle confidential client data?
V7 Go processes all data within your secure environment with enterprise-grade encryption and access controls. Client-specific insights can be anonymized or aggregated for broader analysis, and your data is never shared with external parties.
+
How does it handle confidential client data?
V7 Go processes all data within your secure environment with enterprise-grade encryption and access controls. Client-specific insights can be anonymized or aggregated for broader analysis, and your data is never shared with external parties.
+
How does it handle confidential client data?
V7 Go processes all data within your secure environment with enterprise-grade encryption and access controls. Client-specific insights can be anonymized or aggregated for broader analysis, and your data is never shared with external parties.
+
What if our settlement patterns are unique to our business model?
The agent is designed to adapt to your specific business model. You can configure it to focus on the metrics and patterns most relevant to your custody platform, whether you specialize in institutional assets, alternative investments, or niche client segments.
+
What if our settlement patterns are unique to our business model?
The agent is designed to adapt to your specific business model. You can configure it to focus on the metrics and patterns most relevant to your custody platform, whether you specialize in institutional assets, alternative investments, or niche client segments.
+
What if our settlement patterns are unique to our business model?
The agent is designed to adapt to your specific business model. You can configure it to focus on the metrics and patterns most relevant to your custody platform, whether you specialize in institutional assets, alternative investments, or niche client segments.
+
How quickly can we see results?
Initial analysis typically completes within hours of data upload. The agent delivers preliminary findings immediately, with deeper segmentation and trend analysis available within 24-48 hours depending on data volume.
+
How quickly can we see results?
Initial analysis typically completes within hours of data upload. The agent delivers preliminary findings immediately, with deeper segmentation and trend analysis available within 24-48 hours depending on data volume.
+
How quickly can we see results?
Initial analysis typically completes within hours of data upload. The agent delivers preliminary findings immediately, with deeper segmentation and trend analysis available within 24-48 hours depending on data volume.
+
Next steps
Next steps
Wondering if your custody pricing is competitive?
Share a sample of your settlement data, and we'll show you what your product team is missing about client profitability and operational efficiency.
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: