Insights and resources

Read our expert insights and resources to learn more about automating asset management processes, data management and how we’re supporting financial services transformation.

Featured items

White paper > T+1

Data automation: the workflow efficiency game-changer

New Coalition Greenwich report highlights the urgent need for tech and automation in capital markets.

White paper > Center of Excellence

Setting up a Center of Excellence

Read the whitepaper to unlock your potential with an Xceptor Center of Excellence.

Success stories > Confirmations

Automating the trade confirmation process

Discover how a global bank's successful, rapid automation of its trade confirmations process led to further rollout to another division.

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White papers

Advice for buyers from Deep Analysis

Global advisory firm Deep Analysis has spotlighted Xceptor in their latest vendor vignette.

White papers

Data automation is the only solution to workflow efficiency

The new Coalition Greenwich report underscores the urgency for tech and automation in capital markets due to the 2024 deadline for T+1 settlement.

White papers

Take control of legacy system reconciliations

Reconciliation is an often overlooked and undervalued activity within financial services.

White papers

Setting up a Center of Excellence

Read the whitepaper to unlock your potential with an Xceptor Center of Excellence.

White papers

Trusted data: mirage or nirvana?

A c-suite perspective on what matters when it comes to data.

White papers

Forrester Total Economic Impact of Xceptor

Forrester carried out a Total Economic Impact study to calculate the cost savings and business benefits of using Xceptor.

White papers

HFS hot vendors 2020

Download the exclusive HFS Hot Vendors report for more information on the vendors that are helping firms build tech stacks for the future.

White papers

HFS point of view

Read the HFS highlight to discover the benefits of an industry-specific approach.

White papers

HFS Blueprint for successful AI transformation

We examine how the financial services industry can adopt five transformation levers to get the most out of AI investments. Download the report and dis...

White papers

Adox data exception management

Download this exclusive Adox report commissioned by Xceptor - Analysing the impact of data exception management.

White papers

Celent digital transformation guide

The Celent digital transformation guide Capital Markets are reading - Digital starts with data.

White papers

Digital transformation: the new dawn belongs to data

Secure your own survival. Download our digital transformation report for financial institutions and protect your future.