Turn fragmented FX data into profitable client conversations.

Connect client exposure, hedging activity, pricing, and revenue intelligence into one AI-powered decision layer that helps relationship managers prioritise the right clients, recommend the right strategies, and engage with confidence.

Great FX sales isn't just about pricing. It's about timing.

Fragmented portfolio visibility

Exposure, hedge coverage, and risk positions are spread across multiple systems, making it difficult to understand client risk and identify uncovered positions quickly.

Most FX desks already have the data.

What they lack is a connected view of client exposure, hedging behaviour, market movements and commercial opportunity. By the time these signals come together, the moment to advise the client has often passed.

Reactive engagement

Clients get called after a budget rate is breached, not before. Risk conversations happen too late to matter.

Revenue leakage

Flow gets missed, spreads drift, and there is no consistent way to score which opportunities are worth chasing.

Unstructured knowledge

Budget rates and client context live in someone's notebook or memory, not in a system anyone else can use.

Desks spend more time reconciling spreadsheets than advising clients, and recommendations are hard to explain when challenged.

Everything your FX desk needs. Connected through one intelligence layer.

Each workspace is designed around a specific decision FX teams make every day—from portfolio oversight to individual client conversations.

01
Portfolio
Portfolio Command Center
Aggregated exposure, hedge gaps, and risk alerts across all clients, with a prioritized action feed.
02
Portfolio
Portfolio Exposure Intelligence
hedge coverage across the book.
03
Operational
Real-Time Internal Flow Monitor
Live exposure feed and hedge alignment monitoring to catch duplicate trades or uncovered risk as it happens.
04
Portfolio + Account
Opportunity & Revenue Intelligence
Ranks revenue opportunities per client and surfaces portfolio-wide leakage and flow capture trends.
05
Account
Client 360
Exposure profile, hedging behaviour, risk indicators, and engagement history in a single client view.
06
Account
Risk & Strategy Analysis
Scenario modelling and hedge strategy optimization, with the option to simulate portfolio-level impact
07
Account
Client Engagement & Knowledge
AI-generated pre-call briefings, structured budget rate capture, and follow-up tracking by owner and deadline.
08
Transaction
Pricing & Execution Hub
AI-assisted pricing guidance and exposure validation so every deal aligns with the client's risk position.
09
Portfolio + Account
AI Decision Intelligence
The central explainability engine: recommended actions, trigger factors, confidence, and strategy comparisons.
01
Portfolio
Portfolio Command Center
Aggregated exposure, hedge gaps, and risk alerts across all clients, with a prioritized action feed.
02
Portfolio
Portfolio Exposure Intelligence
hedge coverage across the book.
04
Portfolio + Account
Opportunity & Revenue Intelligence
Ranks revenue opportunities per client and surfaces portfolio-wide leakage and flow capture trends.
09
Portfolio + Account
AI Decision Intelligence
The central explainability engine: recommended actions, trigger factors, confidence, and strategy comparisons.
03
Operational
Real-Time Internal Flow Monitor
Live exposure feed and hedge alignment monitoring to catch duplicate trades or uncovered risk as it happens.
04
Portfolio + Account
Opportunity & Revenue Intelligence
Ranks revenue opportunities per client and surfaces portfolio-wide leakage and flow capture trends.
05
Account
Client 360
Exposure profile, hedging behaviour, risk indicators, and engagement history in a single client view.
06
Account
Risk & Strategy Analysis
Scenario modelling and hedge strategy optimization, with the option to simulate portfolio-level impact
07
Account
Client Engagement & Knowledge
AI-generated pre-call briefings, structured budget rate capture, and follow-up tracking by owner and deadline.
09
Portfolio + Account
AI Decision Intelligence
The central explainability engine: recommended actions, trigger factors, confidence, and strategy comparisons.
08
Transaction
Pricing & Execution Hub
AI-assisted pricing guidance and exposure validation so every deal aligns with the client's risk position.

Four AI agents working behind every recommendation.

Every AI agent combines deterministic calculations with generative AI, ensuring recommendations remain accurate, explainable, and available even if the language model is unavailable.

Opportunity Prioritisation Agent

Scores clients by hedge gap, risk, and revenue impact, then generates the recommendation card behind each priority action, with the instrument, rationale, and expected impact attached.

Pre-Call Briefing Agent

Pulls exposure, hedging behaviour, market context, and recent engagement notes for a client into a short briefing an RM can read before a call.

Revenue Intelligence Agent

Turns portfolio revenue and leakage metrics into executive-ready commentary: trends, leakage drivers, high-spread opportunities, and next actions.

Pricing & Spread Guidance Agent

Recommends a spread range and deal structure for a specific trade, bounded by tier and notional guardrails and grounded in market data and trade history.

Most platforms stop at visibility. We help teams decide what to do next.

Trading platforms show data. Internal processes rely on individual judgement. LatentBridge connects both to deliver intelligent, explainable decisions at scale.

Capability
Portfolio-wide exposure visibility
Revenue opportunity scoring
Explainable recommendations
Audit-ready traceability
Works with existing systems
Time to value
Vendors
Portfolio-wide exposure visibility
Partial
Revenue opportunity scoring
Limited
Explainable recommendations
Rare
Audit-ready traceability
Limited
Works with existing systems
Sometimes
Time to value
Slow
Internal Processes
Portfolio-wide exposure visibility
Manual
Revenue opportunity scoring
Spreadsheet-based
Explainable recommendations
Informal
Audit-ready traceability
Inconsistent
Works with existing systems
Time to value
Slow

What changes for your desk

1
Relationship managers spend less time searching across systems and more time advising clients.
2
Client conversations become proactive instead of reactive.
3
Revenue opportunities are prioritised consistently across the portfolio.
4
Every recommendation is transparent and easy to explain.
5
Institutional knowledge is captured instead of remaining with individuals.

How much revenue is sitting in exposure your desk hasn't acted on yet?

See how AI can help your FX sales teams prioritise opportunities, reduce risk, and turn market movements into better client conversations, without replacing your existing systems.