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Streamline and control client outreach

Turn customer communication into a competitive advantage with automated document generation, distribution, and tracking.

Communicate with customers at scale

Empower your operational teams to automate complex, high-value customer communications.

 

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  • Configure Configure a decision engine to automate complex communication workflows.
  • Automate Automatically generate documents from templates.
  • Use Use reference data to generate documents and emails.
  • Track Track responses and send reminders.
  • Control Control and audit all workflow steps for regulatory compliance.
  • Manage Manage cases, generate reports, and analyze key metrics.

Control and automate the client outreach lifecycle

Free your operations team from manual tasks and reduce client communication timelines from days to hours. 

Impact notifications

Alerts

Impact notifications

Alerts

Promptly initiate time-sensitive "fire and forget" workflows to meet regulatory requirements for notifying clients about market or business events.

Routine counterparty communications

Email

Routine counterparty communications

Email

Automate recurring processes that require responses such as due diligence and KYC. Trigger workflows on a routine cadence and chase responses.

Negotiations

Negotiations

Negotiations

Negotiations

Automate and audit complex processes with large numbers of counterparties and multiple rounds of communications and edits, such as repapering.

Reduce risks and increase your competitive advantage

Automate, control, and scale complex, high-value communications. Comply with regulation and deliver superior customer service.

Workflow

Promptly create new workflows to respond to market or organizational events.

Transparency

Create full transparency into the outreach process.

manual errors

Eliminate re-keying and manual entry mistakes.

Partners

Remove the need for specialist resources and redeploy teams to more valuable tasks.

payments

Reduce payment turnaround time.

Reduce manual efforts and refocus on value-added tasks

One client redeployed 12 full-time employees.

Learn how to streamline client onboarding and enhance customer experience.

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Time to action a new outreach request reduced to two hours.

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What our clients are saying

Head of Client Outreach Xceptor customer

As a non-technical team, we are now able to go from receiving a new outreach program request to contacting our entire client base in two hours.

 
 
Webinar

See Xceptor in action

Watch how Xceptor’s client outreach solution automates and audits complex workflows to reduce manual effort, eliminate errors, and improve the customer experience.

Strengthen and streamline client outreach

Automate and control customer communications to bolster compliance and reduce the burden on your operations teams. 

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Strengthen and streamline client outreach

Featured insights and resources

Get our expert insights and resources to learn more about how we’re supporting digital transformation.

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Our solutions

We have a range of industry-leading solutions,
built on the strength of our highly configurable data
automation platform.
 
Our Platform
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Client-onboarding
Client Onboarding

Deliver an exceptional onboarding experience, building trust and exceeding expectations while meeting regulatory demands.

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Trade-Ops-tile
Trade Operations

Simplify and centralize your post-trade activities and enhance your efficiency and accuracy with automation.

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Reconciliations-tile
Reconciliations

From simple to complex, our platform automates reconciliations end-to-end, reducing errors and boosting efficiency.

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Tax-tile
Tax Processing

Navigate tax complexities with ease and effortlessly stay compliant.

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