Reach financial services excellence with automated client onboarding

Boost your ROI, guarantee compliance and minimize risks: discover how our platform can transform your client management and transaction workflow processes.

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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.

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Xceptor's client onboarding and account opening solution delivers

Relationship management

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

Onboarding

Remove manual processes with automated document completion and distribution
Easily integrate unstructured data
Auto-indexing and storage

Account opening

Connect to internal systems
No re-keying data – save time and reduce errors
Automated account opening, maintenance, and closure

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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.

Benefits

Faster time to revenue

Onboarding reduced from 100 days to 6 days

Provide market-leading customer service

Win new and repeat business

Take advantage of market shifts before competitors

Regulatory compliance

Create digitized data from the get-go

Operational efficiencies

Reduced onboarding costs
Redeploy people

Overcome limitations of legacy technology

Implement an all-new solution or integrate with existing infrastructure

Solution overview

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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

Increased revenue

Read our client story

	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
	Increased revenue

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."