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Achieve financial service excellence with automated client lifecycle management

Maximize efficiency, minimize risks, boost ROI, and transform your client management and transaction workflow processes.

Embrace a smarter way to manage client lifecycle end to end

Discover the efficiency of Xceptor's award-winning client lifecycle management solution.

Our platform is designed to manage complex data and processes, reducing onboarding time from months to just a few days. From the initial engagement to KYC procedures, ongoing reviews, and final offboarding, our digital platform manages clients at every stage of the on boarding journey.

 

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  • check-circle Accelerate revenue generation with faster onboarding.
  • check-circle Unlock substantial operation efficiencies and cost savings.
  • check-circle Ensure seamless compliance with KYC and AML requirements.
  • check-circle Break free from the constraints of legacy technology.

Integrate and innovate with Xceptor's client lifecycle management solution

If you're looking to revamp your client lifecycle management process, Xceptor provides a comprehensive solution for efficient, risk-free onboarding and account opening. Our solution is able to integrate into your existing workflows and assets, so whether you're starting from scratch or already have client lifecycle management functionality in place, our solution is flexible enough to meet your needs.

Relationship management

Relationship management

Relationship management

Relationship management
  • Capture and validate customer requests from diverse channels efficiently.
  • Integrate seamlessly with essential third-party systems, including credit, legal, and KYC.
  • Keep customers instantly and consistently updated.

Onboarding

Onboarding

Onboarding

Onboarding

Account opening

Account opening

Account opening

Account opening
  • Connect to internal systems
  • Save time and reduce errors by eliminating the need to re-key data.
  • Automate account opening, maintenance, and closure for streamlined operations.

Transforming client lifecycle management for competitive edge

Our solution can significantly reduce onboarding costs and improve operational efficiencies. The process, which typically takes 100 days, can be trimmed down to just 6 days using our system. 

Time

Accelerate time to revenue with streamlined processes.

Customer service

Deliver market-leading customer service.

Confirmation production

Secure new and repeat business effectively.

Respond

Respond to market shifts faster than competitors.

Insurance and association

Ensure regulatory compliance with integrated controls.

Standardised workflow

Digitize data from the outset for enhanced accessibility.

Automation 1

Boost operational efficiencies across the board.

Asset management

Surpass the limitations of legacy technology with modern solutions.

Exceptional client results

Reduced onboarding time from 6 weeks to just 6 days.

Learn how to streamline client onboarding and enhance customer experience.

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Cut account opening times by 50%.

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Boosted number of  account requests.

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Improved governance and  process oversight.

 

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Enhanced onboarding experience for clients.

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Increased revenue through operational efficiencies.

 

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What our clients are saying

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We turned to Xceptor as it gave the best fit of the qualities we needed – genuine automation and flexibility for the business users. We recognized that not only would it be a cost effective way to automate managing our new clients, but it could be applied to our existing customers too. We also saw great potential for Xceptor to be used for other data problems in our organization and Xceptor has indeed proved very valuable for our operations team.

Head of Operations
Layer_1

Using Xceptor has allowed Proxymity to easily review, standardize and process a myriad of differing data formats and content. This has helped us to minimize time to market and reduce in house technology resource requirements for processing new data sources, enabling us to stay focussed on delivering our core product propositions.

Jonathan Branagan Head of Customer Onboarding
Layer_1

We knew Xceptor would make a difference and are really impressed by how much it has delivered. Xceptor is the perfect flexible data management solution to fit with our aim of delivering superior service using leading technologies.

Chief Information Officer
 
 
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Client onboarding automation for financial institutions

Learn how to streamline onboarding and enhance your customer experience.

Client lifecycle management for financial institutions

Position yourself for greater efficiency, competitive differentiation, and revenue growth by streamlining and modernizing your customer lifecycle across relationship management, onboarding, and account opening with Xceptor.

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customer onboarding software for financial institutions

Featured insights and resources

Get our expert insights and resources to learn more about how we’re supporting financial services transformation.

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Our solutions

We have a range of industry-leading solutions,
built on the strength of our highly configurable data
automation platform.
 
Our Platform
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Trade-Ops-tile
Trade Operations

Simplify and centralize your post-trade activities and enhance your efficiency and accuracy with automation.

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Tax-tile
Tax Processing

Navigate tax complexities with ease and effortlessly stay compliant.

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Reconciliations-tile
Reconciliations

From simple to complex, our platform automates reconciliations end-to-end, reducing errors and boosting efficiency. Streamline your processes for a more accurate and efficient workflow.

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Client-onboarding
Client Onboarding

Transform client onboarding and maximize engagementSupporting: Deliver an exceptional onboarding experience, building trust and exceeding expectations while meeting regulatory demands.

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