Insights and resources

Xceptor at SIFMA Ops 2025: Uncover key insights from partner workshop with OnCorps AI on AI and automation adoption.

Discover the case for digital transformation in capital markets. Learn how to improve efficiency, reduce risk, and future-proof your operations today.

Xceptor at InvestOps Connect Europe 2025: Explore the highlights, industry challenges, and technology’s role in operations.

Discover how technology teams in capital markets can leverage data and workflow automation to enhance operational resilience.

Discover how capital markets firms are transforming operational efficiency with process automation. Learn from industry experts and Xceptor clients ab...

As Europe’s capital markets industry braces for the transition to T+1 settlement cycles, the UK Accelerated Settlement Taskforce (AST) has unveiled it...

Discover Xceptor's 2025 product roadmap that puts practical AI applications and cloud solutions at the centre of what we do for capital markets operat...

Explore how the private credit market's growth impacts loan operations teams and how loan notice management alleviates these challenges.

Discover how automation transforms client onboarding in financial services, reducing time and enhancing client experience.

Every buy-side firm is looking for ways to reduce costs and streamline operations. Here are some insights from successful automation initiatives.

Here are a few of the key trends we expect to see more of in AI and Data Automation in 2025

Explore the barriers organizations must overcome to prepare for FASTER and learn how data automation can help you succeed amid the transition to digit...

Learn how augmented data quality (ADQ) enhances data accuracy, risk management, and compliance, while reducing manual efforts and costs.

The fundamental lesson from North America for Europe and Asia

Discover how AI is revolutionizing unstructured document processing and transforming your business operations.

Here are our four takeaways, and a welcome update, that we took from the 3-day derivatives conference.

Read on to learn about the rate of adoption of GenAI in financial services, the most common use cases and tips for your organization to get started.

We're excited to share our story behind the award showcasing our commitment to revolutionizing data management and processing.

One key takeaway from LSTA is that the market is being propelled to accept the need for increased digital transformation and data-centric processes.

Xceptor and AI's impact on Account Onboarding, Confirmation Matching and Tax Management

Operational efficiencies are the top strategic priority for firms in 2024 - read our key takeaways from InvestOps 2024.

Generative AI and document intelligence offer immense potential for financial services companies – most notably for operations teams.

Energy market participants must accelerate their use of automation and technology to meet the challenges of a growing, more complex trading environmen...

Now we know - T+1 is happening. What’s less clear, and where debate is raging, is whether the UK should align more closely with the US and implement ...

Our cars can park themselves when we arrive at the office and ChatGPT can write emails for us - but many financial firms still receive faxes daily.

Financial markets are interconnected, complex and filled with risk.  Can data automation help them achieve end-to-end processing and interoperability ...

As 2024 approaches, we wanted to understand the state of data automation in middle and back offices. Here are some interesting statistics we uncovered...

As 2023 draws to a close, we look towards a new year that will continue the transformation of financial services, driven by technological innovation a...

According to McKinsey, onboarding is a great opportunity for financial institutions to differentiate themselves, win corporate customers, increase eff...

EU moves to simplify withholding tax must address the practical realities of dealing with 27 different authorities

Without data automation, Capital Markets firms will continue to deal with slow, inefficient processes and the never-ending remediation of errors due t...

As the dust settles on Sibos 2023, I look back at the deliberations including the prospect of a frictionless T+1 settlement ecosystem, the role of AI ...

Funds Europe has sought insights from some of the speakers at Sibos 2023 including our very own John Bevil.

There will be times when business users require a tactical, efficient, and convenient reconciliation tool to solve a business need. EUCs respond quick...

John Bevil shares his thoughts on how technology can help businesses achieve their T+1 targets with A-Team Insight.

We teamed up with Firstsource to launch a solution tailored specifically for fund admins who are facing the realities of T+1.

There are "no easy fixes" for many issues around T+1, according to speakers at Xceptor's 20th anniversary celebration event.

The automated capture, production and management of tax reclaims have transformed the tax reclaim process from income payment to credit of reclaims.

Why you should prioritize providing a withholding tax relief at source service to your customers.

In the first of our tax operations transformation series, we focus on automating tax documentation management to maximize tax relief at source.

Replacing legacy tech with new automated systems is no easy feat as various challenges arise.

EUCs are essential to your operations. But they represent risk. Learn how to identify and manage EUC risks across your business.

Efficient and accurate reconciliations are critical for ensuring data consistency.

Clients are reporting that T+1 is front and centre of their Spring workload and, for many, 2023 is the year of implementation and refinement.

We look at what the future might look like for Withholding Tax reclaims and how firms can flex to meet the demands of a modern WHT landscape.

For any reconciliation to operate effectively it must be provided with readable and complete data.

Reconciliation is essential to client satisfaction and data consistency, where multiple copies of the same trade data are maintained across firms.

We look at how firms can proactively ready themselves for the next transformational leap in processing and settlement cycles.

In the first instalment of our two-part on the world of withholding tax (WHT), we look at some of the key issues for WHT reclaims.

For T+1 to make successful in-roads into a more robust and efficient post trade infrastructure, clear examination and a review of the confirmation pro...

Our latest T+1 blog addresses the need to automate transaction management to meet intra-day trade settlement.

A major impact to capital markets infrastructures by moving to T+1 is the reduced time for remediating sub-optimal account onboarding and account and ...

A global move towards T+1 settlements will likely create added benefits, if not examined at a strategic macro level, there could also be complications...

The competent extraction and transformation of data while offering end-to-end automation of complex processes will be imperative in 2023.

For too long, a fragmented European Withholding Tax landscape has stifled cross-border investments while resource-intensive reclaim procedures have le...

This International Women’s Day we’re proud to join voices across the world in celebrating women’s achievements.

Could there be good news in the offing? In our latest podcast, PJ says the quest for digital standards that simplify complex regulatory reporting is o...

For more than a decade, Xceptor has been fortunate to sit at the heart of an engaged and active tax community.

Only a shift in mindset will bring about transformational change in reconciliations. Now is the time to make a difference to how the function operates...

Capco's Jibs Ahmed threw down the gauntlet to Capital Markets firms – do data properly so that reconciliations don’t exist.

Dan Reid, CTO of Xceptor, shares his insight on the common ground between data engineers and business analysts

Andrew Kouloumbrides, shares why trusted data is essential to making better decisions. Data-driven and customer-centric decision support should be the...

It’s time for Regulatory 2.0 – major regulators and international bodies are starting to step back and review their regulations, asking – why did we d...

Opinion piece by Xceptor CEO, Andrew Kouloumbrides: Many firms are underutilizing the full potential of automation technology. How can firms overcome ...

Push aside the AI hype and identify practical applications that deliver tangible returns. That's the mission for augment automation.

The main drivers for digital transformation programmes should be differentiation and customer value. With this approach, greater cost reduction is ac...

Now is the time to focus on the looming buy side account opening deluge. 2020 initial margin rules will make an already overburdened account opening f...

A recent Adox Research survey shows powerful stakeholders in compliance and other front-line functions, are targeting data exceptions as the missing l...