Securities services companies process vast amounts of data, which can be time-consuming and error-prone. Automated data management saves you time, reduces risk and enhances visibility.
Combat the high operational costs involved in securities services by streamlining key processes, including client onboarding, tax management/reporting and standard investment instruction (SSI) maintenance.
In a highly regulated sector with complex and ever-changing rules, fund accounting automation eases compliance pressure, simplifies reporting and helps you avoid breaches.
Providing customers with timely and accurate information helps to maintain trust. Automate front-end processes, such as onboarding and credit checks, and gain a competitive advantage.
Want to deploy end-to-end fund accounting automation? Here are just some of the ways you can apply our data automation platform in the securities services industry.
Streamlining fund onboarding processes
Improve control during the fund migration process
Capturing and consolidating data across multiple functions.
Cross-referencing and configuring relevant information.
Automating manual fund accounting and withholding tax activities
Simplifying transaction and regulatory reporting
We are delighted to be working with Xceptor in enhancing our ability to detect fraud and provide an even more secure service for our customers.
Aisling King Chief Operating Officer
Product enhancements such as the automation of tax process, which we will look to replicate in other markets, directly benefit our foreign institutional clients such as global custodians, sovereign wealth funds and asset managers by providing faster turnaround times and improved accuracy.
Mathew Kathayanat Head of Product, Asia Pacific for Securities Services
We went from thirty separate systems to a single platform - enabling greater data transparency and accuracy.
Senior Leader Major Multi-National Bank
Simplify and centralize your post-trade activities and enhance your efficiency and accuracy with automation.
Navigate tax complexities with ease and effortlessly stay compliant.
Deliver an exceptional onboarding experience, building trust and exceeding expectations while meeting regulatory demands.
From simple to complex, our platform automates reconciliations end-to-end, reducing errors and boosting efficiency.
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