Global custodians face a myriad of complex challenges
Experience the power of efficient client management with Xceptor's award-winning Client Onboarding Solution. By adeptly handling complex data and processes, we significantly reduce onboarding time from months to mere days. Our digital platform manages clients through every stage of the onboarding journey - from initial engagement, KYC procedures, and ongoing KYC reviews to final offboarding.
Accelerate your revenue generation with faster onboarding
Unlock substantial operation efficiencies and cost savings
Ensure seamless compliance with KYC and AML requirements
Break free from the constraints of legacy technology
Embrace a smarter way to manage client onboarding and account opening.
Xceptor's client onboarding and account opening solution delivers
- Capture and validate customer requests from multiple diverse channels
- Integrate seamlessly with existing complementary third-party systems such as credit, legal and KYC
- Keep customers constantly updated
- Connect to internal systems
- No re-keying data – save time and reduce errors
- Automated account opening, maintenance, and closure
Click the image to view full-size
Xceptor’s comprehensive client onboarding and account opening solution provides a complete service for clients wanting a total overhaul of their onboarding. For clients with existing or planned functionality, it is flexible enough to integrate into existing workflows and assets, while still delivering faster, risk-free onboarding.
Faster time to revenueOnboarding reduced from 100 days to 6 days
Provide market-leading customer service
Win new and repeat business
Take advantage of market shifts before competitors
Create digitized data from the get-go
- Reduced onboarding costs
- Redeploy people
Overcome limitations of legacy technologyImplement an all-new solution or integrate with existing infrastructure
Click the image to view full-size
Results achieved by our clients
Onboarding time reduced from 6 weeks to just 6 days
Account opening times cut by 50%
Increased account requests
Improved governance and process oversight
Enhanced onboarding experience
|Onboarding time reduced from 6 weeks to just 6 days
|Account opening times cut by 50%
|Increased account requests
|Improved governance and process oversight
|Enhanced client onboarding experience
This is what our clients say
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 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
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
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
Client onboarding automation for financial institutions
Discover how financial institutions can reduce the time it takes to onboard a new client and provide an elevated customer experience.
Get in touch
Position yourself for competitive differentiation, greater efficiency, and revenue growth. Streamline and modernize your customer lifecycle across relationship management, client onboarding, and account opening without any of the headaches – with Xceptor.
Featured insights and resources
Get our expert insights and resources to learn more about how we’re supporting financial services transformation.
We have a range of industry leading products, built on the strength of our highly configurable data automation platform.
Capital Markets Operations
Our capital markets operations product supports automation and modernization of your post-trade operational processes.
Automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control.
Our tax processing product enables end-to-end, automated, operational withholding tax processing capabilities.