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Discover how technology teams in capital markets can leverage data and workflow automation to enhance operational resilience. Learn about the key capabilities...
Integrate with Any System, Any Format- Seamlessly integrate with any data source — structured or unstructured, legacy or modern. From trading platforms and data lakes, to custodians and regulatory systems.
- APIs, data feeds, files, and even emails: if it holds data, Xceptor connects to it.
- Maintain control of your data thanks to advanced audit capabilities giving you a detailed view of what's happening at each stage.
- Visit our Connector Marketplace to discover off-the-shelf integrations for common financial services systems.
Intelligent Data Processing
- Extract data from the most complex, unstructured sources (emails, PDFs) and document types (trade confirmations, tax documents, regulatory reports).
- AI-enhanced capabilities to process text, languages, and formats beyond traditional OCR.
- Map all data sources to a define data model
- Enhance data accuracy with embedded business logic and validation rules.
Build Smart, Scalable Workflows
- Build processes and orchestrate people, systems, data, and AI — via a single cohesive user interface. Use event-driven triggers and business rules for maximum accuracy and efficiency.
- Automate business activities that were previously done in spreadsheets by creating multi-step workflows for enrichment, validation, reconciliation, and exception handling.
Monitor, Track, and Optimize
- Gain full visibility and control over your automated processes with dashboards, audit trails, and performance monitoring — with role-based access control.
- Enable real-time monitoring for tracking data movement and process completion.
- Manage exceptions efficiently through an integrated workflow for a timelier resolution.
- Implement change management controls to oversee process modifications and governance.
Xceptor harnesses AI where it delivers the most value — transforming unstructured data into actionable intelligence —
while maintaining the governance and control that capital markets demand.
Leverage proven AI, at scale:
Certainty-First Design
We apply AI to reduce operational risk, not introduce it. Our platform includes confidence scoring and validation thresholds to ensure accuracy at every step.
Governed Intelligence
Complete visibility into how AI processes your data, with explainable results that satisfy regulatory requirements.
Human-AI Collaboration
Seamless routing of exceptions to human experts when confidence thresholds aren't met, ensuring nothing falls through the cracks.
Control Without Compromise
Apply AI to high-volume data extraction without sacrificing governance, auditability, or compliance.
For Operations Leaders 
For Technology Leaders
For End Users
- Greater Business Agility
Adapt to new regulations, asset classes, and business needs in days, not months. - Out-of-the-box Products
Pre-built products for Reconciliations, Tax Processing, and Confirmations. - Real-Time Monitoring
Track process performance, SLA adherence, and system health in real time. - Exception Management
Automate exception handling with rule-based escalation and approval workflows. - Change Management Controls
Implement governance frameworks for workflow modifications, ensuring auditability and compliance.
- Security & Compliance
End-to-end encryption, audit logging, access controls via OAuth2/SAML. - Scalability
Kubernetes-based deployment ensures high availability, and disaster recovery. - Flexibility
Deploy on-prem, or host on your own cloud infrastructure. - Performance & Availability
Parallel processing, distributed workloads, and in-memory caching for low-latency automation. - Reduction in Technical Debt
Eliminates reliance on brittle scripts and custom-built automation. - Connectivity
API-first architecture for seamless integration.
- Configurable, No-Code Automation
Drag-and-drop workflow builder with business logic rules. - Usability
Intuitive UI with AI-assisted data extraction and guided workflow creation. - Auditability & Control
Full visibility into workflows, data lineage, and approval chains. - Self-service analytics
Custom dashboards provide an instant snapshot on progress, and areas that need further attention.
For Operations Leaders
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Greater Business Agility Adapt to new regulations, asset classes, and business needs in days, not months. -
Out-of-the-box Products Pre-built products for Reconciliations, Tax Processing, and Confirmations.
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Real-Time Monitoring Track process performance, SLA adherence, and system health in real time.
-
Exception Management Automate exception handling with rule-based escalation and approval workflows.
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Change Management Controls Implement governance frameworks for workflow modifications, ensuring auditability and compliance.
For Technology Leaders
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Security & Compliance End-to-end encryption, audit logging, access controls via OAuth2/SAML.
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Scalability Kubernetes-based deployment ensures high availability, and disaster recovery.
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Flexibility Deploy on-prem, or host on your own cloud infrastructure.
-
Performance & Availability Parallel processing, distributed workloads, and in-memory caching for low-latency automation.
-
Scalability Kubernetes-based deployment ensures high availability, and disaster recovery.
-
Reduction in Technical Debt Eliminates reliance on brittle scripts and custom-built automation.
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Connectivity API-first architecture for seamless integration.
For End-Users
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Configurable, No-Code Automation Drag-and-drop workflow builder with business logic rules.
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Usability Intuitive UI with AI-assisted data extraction and guided workflow creation.
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Auditability & Control Full visibility into workflows, data lineage, and approval chains.
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Self-service analytics Custom dashboards provide an instant snapshot on progress, and areas that need further attention.
Precision. Speed. Control.
Data + Workflow Automation in One Platform
Data + Workflow Automation in One Platform
Most tools handle one or the other. Xceptor seamlessly integrates both, reducing complexity and system sprawl.
Purpose-Built for Financial Data Complexity
Purpose-Built for Financial Data Complexity
High-volume, multi-structured, globally sourced data isn’t an afterthought—it’s what we’re designed for.
AI-Driven, But Not AI-Dependent
AI-Driven, But Not AI-Dependent
Use AI where it adds value—processing unstructured data, language analysis—without being locked into a "black box" system.
Low-Code/No-Code for Business, Configurable for IT
Low-Code/No-Code for Business, Configurable for IT
Business users gain agility without overloading IT, while IT retains governance over automation at scale.
Compliance & Control Built-In
Compliance & Control Built-In
Strong audit capabilities, data lineage tracking, and governance features meet the strictest regulatory demands.
Precision. Speed. Control.
All from a single platform
Precision. Speed. Control. All from a single platform
Data + Workflow Automation in One Platform
Most tools handle one or the other. Xceptor seamlessly integrates both, reducing complexity and system sprawl.
Data + Workflow Automation in One Platform
Most tools handle one or the other. Xceptor seamlessly integrates both, reducing complexity and system sprawl.
Purpose-Built for Financial Data Complexity
High-volume, multi-structured, globally sourced data isn’t an afterthought—it’s what we’re designed for.
Purpose-Built for Financial Data Complexity
High-volume, multi-structured, globally sourced data isn’t an afterthought—it’s what we’re designed for.
AI-Driven, But Not AI-Dependent
Use AI where it adds value—processing unstructured data, language analysis—without being locked into a "black box" system.
AI-Driven, But Not AI-Dependent
Use AI where it adds value—processing unstructured data, language analysis—without being locked into a "black box" system.
Low-Code/No-Code for Business, Configurable for IT
Business users gain agility without overloading IT, while IT retains governance over automation at scale.
Low-Code/No-Code for Business, Configurable for IT
Business users gain agility without overloading IT, while IT retains governance over automation at scale.
Compliance & Control Built-In
Strong audit capabilities, data lineage tracking, and governance features meet the strictest regulatory demands.
Compliance & Control Built-In
Strong audit capabilities, data lineage tracking, and governance features meet the strictest regulatory demands.Go Beyond Operational Efficiency
Reduce Operational Costs
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Reduce Operational Costs
Slash manual effort, system maintenance, and error remediation.
Accelerate Time-to-Value
Accelerate Time-to-Value
Automate complex processes faster with pre-built connectors and business logic.
Enhance Data Quality
Enhance Data Quality
Improve accuracy, consistency, and reliability across all systems.
Strengthen Resilience
Strengthen Resilience
Build processes that adapt to regulatory changes and business growth without fragile workarounds.
Future-Proof Your Tech Stack
Future-Proof Your Tech Stack
Orchestrate emerging AI capabilities without ripping and replacing your core systems.
Trusted by Leaders in Financial Services
Schroders streamlines operations
"We have radically transformed how we process and automate data"
Global bank achieves 95% accuracy rates
"Xceptor is the perfect flexible data management solution"
Leading bank halves onboarding time
"We can now focus on growing our business pipeline"
Purpose-built Products for Key Capital Markets Processes
We have a range of industry-leading products and solutions, built on the strength of our highly configurable data automation platform.
Transform your data automation processes with Xceptor today
