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Learn how financial services companies can realize the value of generative AI and document intelligence in operations.
Rapid response
Set up outreach initiatives in a matter of hours. Enabling you to promptly respond to sudden market or organizational events.
Fully auditable
Track responses in a fully audited manner. Automatically chase non responses, prompting customers to provide requested information, and escalate where required.
Streamlined process
Rapidly extract data from returned responses and distribute to downstream systems. Removing the need to re-key information, speeding up program completion and removing costly, manual entry mistakes.
Case management
Accelerate your case management with automated case creation which matches customer responses back to the case file. Track cases throughout the outreach lifecycle for improved productivity.
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."
Data volume 
Regulatory compliance
Disconnected point solutions
Data transformation
Speed to market
Customer outreach involves large data sets from multiple counterparties, making it difficult to identify which communications are required. Xceptor is highly scalable, processing large volumes of data at speed.
We track and record proof of a fully auditable record of customer communications, in compliance with regulatory guidelines. Compatible with any document repository.
Improve interoperability with our single platform that connects to other systems and removes the need for manual processing.
Extract, curate, analyze and validate data across disparate non-structured data sets for complex business practices. Deliver trusted, clean data into correspondence for onward communication.
Respond quickly to market events and mandatory customer communications, with rapid document generation and distribution.
Tax Processing
Helping financial intermediaries to stay on top of ever-growing tax processes, handling data driven requirements for operational taxes more efficiently.
Capital Markets Operations
Our capital markets operations product supports automation and modernization of your post-trade operational processes.
Reconciliations
Helping financial institutions to automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control.
Client Onboarding
Boost your ROI, guarantee compliance and minimize risks: discover how our platform can transform your client management and transaction workflow processes.