Every Business Gets a Smart Assistant
An intelligent assistant built into your FX Wallet dashboard that understands FX operations, manages tasks, answers questions, and even helps you book travel — so you can focus on running your business.
Four pillars of intelligent operations
Natural Language Operations
Check rates, find customers, calculate fees, or initiate transfers — just type what you need. No menus, no training required.
Self-Serve Automation
Set up rate alerts, scheduled reports, transaction watchers, and recurring transfers through plain conversation.
Instant Answers
Ask everyday questions — what documents you need, the difference between EFT and wire, how to set up a beneficiary.
You Stay in Control
Choose how autonomous your AI is. Set daily limits, restrict working hours, or pause everything with one toggle.
Talk to it like a colleague
No commands to memorize. No menus to navigate. Just say what you need.
"What's the USD/CAD rate?"
Displays live rate with daily change
"Alert me when EUR/CAD drops below 1.45"
Creates a rate monitoring automation
"Find me flights from Toronto to London"
Searches and returns flight options
"Send me a daily volume summary at 8 AM"
Sets up a scheduled report automation
"What documents do I need to get started?"
Displays KYC requirements
"What's the difference between EFT and wire?"
Shows a comparison table
"Check hotel prices in London for next week"
Searches hotels with pricing
"Set up a recurring transfer every Friday"
Creates a scheduled transfer workflow
Not an open-ended AI — a controlled agent
Every capability is formally registered with explicit permissions and audit requirements. The Copilot can only do what it's been authorized to do.
Set it up once. It runs 24/7.
Create automations through natural language. The Copilot translates your instructions into structured, monitored workflows that run in the background — rate alerts, scheduled reports, transaction watchers, and more.
Triggered when a condition is met
"Alert me when USD/CAD drops below 0.73"
Runs on a recurring schedule
"Send me a daily volume summary every morning"
Monitors a specific entity for changes
"Notify me when my transfer is completed"
Executes once at a specific time
"Remind me to follow up tomorrow at 2 PM"
Three execution profiles. Full control.
Decide how much autonomy the AI has. Override any individual action. Set daily limits. Restrict to business hours. One-tap kill switch.
Conservative
Every action requires your approval before execution.
Best for: New users, high-security environments
Balanced
Low-risk actions auto-execute. High-risk actions ask first.
Best for: Most users
Autonomous
Most actions auto-execute within your configured safety limits.
Best for: Experienced operators with established workflows
Full Audit Trail
Every action logged with timestamps, metadata, and the automation that triggered it.
Emergency Pause
One toggle to pause all AI activity instantly. Queued actions hold until you resume.
Working Hours
Restrict AI execution to business hours. Actions outside the window are queued.
Ready to see it in action?
Get started with FX Wallet and experience the AI Copilot built for your business.
Get Started