Read our expert Carlos Silva's thoughts on the practical realities of dealing with simplifying withholding tax across 27 different authorities.
How we leverage asset management automation to solve key industry challenges
Most challenges asset managers face are down to acquiring new customers quickly and efficiently. Adhering to regulation and finding ways to mitigate against inflation squeezing margins as operating costs rise. Data automation is key to solving these issues.
Managing unstructured data
Is increased data complexity proving a headache? Our data automation platform extracts and configures data from any source or channel to meet your needs.
We simplify data management, consolidating structured and unstructured data to provide greater visibility to improve insights and decision-making.
Automating manual processes
Automating asset management processes is vital to stay competitive. Our unrivaled process digitization automates inefficient and error-prone activities to optimize operational efficiency.
Xceptor’s asset management automation eases regulatory compliance concerns, reduces risks, and eliminates EUCs through data validation, reconciliation and robust audit trails.
A single automation platform to transform asset management processes
The possibilities for end-to-end asset management process automation are endless. Here are just some of the great industry problems we solve for our clients.
- Client and fund onboarding
- Data consolidation and configuration from multiple sources and formats
- Frictionless fee reconciliation
- End-user computing (EUC) remediation and eradication
- Enhanced regulatory reporting and transparent audit trails
Head of Securities Services Business Unit
We can now focus on growing our business pipeline and take on additional funds. Xceptor allows us to significantly reduce the time and risk inherent in the migration processes and take on more complex work.
Explore our solutions
Capital Markets Operations
Our capital markets operations product supports automation and modernization of your post-trade operational processes.
Our tax processing product enables end-to-end, automated, operational withholding tax processing capabilities.
Helping financial institutions to automate simple to complex reconciliations to end-to-end, providing greater data transparency, accuracy, and control.
Are you ready for T+1?
Hear from our industry experts about the hidden challenges of T+1 and find out how you can accelerate compliance.
Learn how Xceptor’s data automation is transforming other industries.
Beyond asset management automation, we’re driving change in other sectors. Discover how our innovative solutions are empowering companies in these industries.
Featured insights and resources
Get our expert insights and resources to learn more about automating asset management processes, data management and how we’re supporting financial services transformation.
Read our expert, John Joseph’s blog on how Coalition Greenwich’s insights can be leveraged to drive workflow efficiency with data automation.
Sibos 2023 has come and gone. Again! As always, the days were packed with presentations, discussions, events and conversations covering topics ranging from ESG...