By Hedgebook Sales Director, Jason Gaywood
If you sell FX hedging today, you know the market is overcrowded. Everyone talks about the same prices, the same credit lines and pushes the same trades. What I am seeing, though, is a clear way for FX brokers and Banks to elevate themselves out of the sea of mediocrity – by changing the conversation from rates to risk and doing it with tools that make the value clear in the moment.
When markets move 1% or 2% in a session, it is not enough to call a client and say; “we should add a layer of cover”. You need to show why. Hedgebook’s exposure and scenario tools let you bring up a shared view of client’s positions there and then. You can play the ‘what‑ifs’ and quantify how acting now will change the risk profile for the client – best case, worst case. It turns a finger‑in‑the‑air chat into an objective, visual decision.
Wallet share visibility that drives better conversations
A consistent theme in my conversations with FX brokers is wallet share. You suspect your client spreads flow across counterparties – but how much, and on what tenors and instruments? With Hedgebook, brokers gain clear visibility over client activity and outstanding exposures, so you can see where you are winning, where you are not, and where a timely idea will be most valuable. That single source of truth changes the cadence of the relationship. You stop chasing tickets and start orchestrating risk management.
It also means you are first with something the client wants to hear – a view they cannot easily get elsewhere. You are not just reacting to price; you are proactively managing their portfolio.
Multi‑asset coverage – meet the whole risk, not just the FX slice
Risk never sits neatly in one instrument. Many of your mid‑market clients have currency exposures tied to financing and commodities. Hedgebook covers the core set – foreign exchange, interest rate and commodity instruments – so you can discuss the full picture on one platform. It keeps the narrative coherent: how today’s FX layer interacts with that interest rate swap, or how a shift in input costs changes the cash flow hedge requirement.
Crucially, it keeps you relevant beyond the next spot fix. Multi‑asset coverage lets you talk strategy without sending the client to a separate system or spreadsheet for every decision question.
The flexible alternative to a full Treasury Management System
Most mid‑tier corporates do not have a full Treasury Management System (TMS). It is expensive, complex, and takes months to embed. Hedgebook, as a Treasury Risk Management System (TRMS) gives them the insight they need – without the weight of a full TMS. It is cloud‑based, implemented quickly, and designed so non‑specialists can use it with confidence.
For an FX broker, that flexibility matters. You remove the friction that slows decisions. You move the client out of spreadsheets and into a real‑time visual tool you can both see. And you keep control of the conversation – the scenarios, the hedge ratios, the next actions – in one place.
White‑labelled, fast, and built for frontline sales
Your brand is important, Hedgebook can be white‑labelled to look and feel like your own proprietary technology. For heads of desk and relationship managers, the practical benefits are straightforward: easy onboarding, minimal training, and a client‑friendly interface that makes meetings more productive. By the end of the call, both sides are clear on the insight and the call to action.
What is coming – seeing it all side-by-side
We are continuously refining how brokers and clients work side by side. On the roadmap is a single‑screen, side‑by‑side comparison view for exposures and scenarios. It will make it even easier to contrast “do nothing” with “act now”, or to compare alternative hedge structures in real time. If you are using Hedgebook already, it will feel like a natural extension of how you run conversations today.
The strategic benefits I am seeing
- Differentiate in a crowded market – lead with risk insight, not price chat.
- Grow share of wallet – see where you stand, spot gaps, and target the flows that matter.
- Cover more of the client’s risk – FX, rates and commodities on one platform.
- Move faster than a TMS project – give clients the capability they need now.
- Strengthen trust – transparent scenarios and clear outcomes build trust and confidence
FX brokers and bank FX sales teams that embrace this way of working stand out. They look more like risk partners than ticket‑takers chasers. And in today’s market, that is exactly what clients are buying into.
Next step – see for yourself how it works
If you want to see how this works in practice – including the upcoming side‑by‑side comparison view –Why not set up a quick online demo to see exactly how Hedgebook could work for your team. We will walk through live exposures, run scenarios together, and show how brokers are using Hedgebook to win and retain more business.
