Insights and resources

Xceptor appoints Fleur Sohtz as new CMO.

We are removing the need for mundane manual work while boosting high-value activities.

Watch our video for a high level overview and demonstration of two modules from the Tax Processing Solution

Reconciliation is an often overlooked and undervalued activity within financial services.

Learn how our client reduced their daily trading positions tracking from three hours to less than five minutes.

This short video is designed to introduce you to Xceptor Tax Processing and the seven modules that make up the product.

How a leading bank successfully used natural language processing to automate its email review process.

Xceptor Confirmations Solution will integrate with Taskize to orchestrate affirm, confirm, and dispute resolution with counterparties

Funds Europe has sought insights from some of the speakers at Sibos 2023 including our very own John Bevil.

How a leading bank turned its onboarding of complex funds from a costly overhead to a business growth opportunity.

There will be times when business users require a tactical, efficient, and convenient reconciliation tool to solve a business need. EUCs respond quick...

John Bevil shares his thoughts on how technology can help businesses achieve their T+1 targets with A-Team Insight.

Are you attending Sibos this year? Why not book a meeting with us to find out how Xceptor can automate your back office processes.

We teamed up with Firstsource to launch a solution tailored specifically for fund admins who are facing the realities of T+1.

There are "no easy fixes" for many issues around T+1, according to speakers at Xceptor's 20th anniversary celebration event.

Read the whitepaper to unlock your potential with an Xceptor Center of Excellence.

Find out how a leading investment bank eliminated keying errors, reduced costs and established an audit trail to effectively manage its data.

Nikki Feare joins data automation provider with a remit to grow global footprint.

Ending assumed tax rate distribution with automated and accurate tax rate determination prevents a host of downstream problems.

The automated capture, production and management of tax reclaims have transformed the tax reclaim process from income payment to credit of reclaims.

How a global bank's successful, rapid automation of its trade confirmations process led to further rollout to another division.

Why you should prioritize providing a withholding tax relief at source service to your customers.

The webinar will discuss an approach to systematically and efficiently remediate EUCs, also known as EUD or EUDA, at scale while continuing to remain ...

Find out how Xceptor accelerated a global investment bank’s reconciliations process by 50-75%.

In the first of our tax operations transformation series, we focus on automating tax documentation management to maximize tax relief at source.

From May 28, 2024, US Securities and Exchange Commission will move from a two-day settlement cycle (T+2) to a one-day settlement cycle (T+1).

Read the e-book to understand what financial institutions can do to prepare adequately for T+1.

Replacing legacy tech with new automated systems is no easy feat as various challenges arise.

How our client creates a positive customer experience through automated client onboarding.

Join this lunch and learn session to learn about the rise of APIs and the cloud - challenges and opportunities for shorter settlement cycles.

EUCs are essential to your operations. But they represent risk. Learn how to identify and manage EUC risks across your business.

Efficient and accurate reconciliations are critical for ensuring data consistency.

Clients are reporting that T+1 is front and centre of their Spring workload and, for many, 2023 is the year of implementation and refinement.

We look at what the future might look like for Withholding Tax reclaims and how firms can flex to meet the demands of a modern WHT landscape.

For any reconciliation to operate effectively it must be provided with readable and complete data.

Register for Xceptor and Wipro's webinar to assess your T+1 readiness and accelerate your automation strategy

For T+1 to make successful in-roads into a more robust and efficient post trade infrastructure, clear examination and a review of the confirmation pro...

Hexaware Technologies, a global IT services company, and Xceptor, a leading data automation platform provider, have launched a new Center of Excellenc...

Reconciliation is essential to client satisfaction and data consistency, where multiple copies of the same trade data are maintained across firms.

We look at how firms can proactively ready themselves for the next transformational leap in processing and settlement cycles.

In the first instalment of our two-part on the world of withholding tax (WHT), we look at some of the key issues for WHT reclaims.

For T+1 to make successful in-roads into a more robust and efficient post trade infrastructure, clear examination and a review of the confirmation pro...

How a leading global bank increased rates of straight through processing (STP) while reducing its risk and costs.

Automate, consolidate, and control the issuance and matching of multi-asset confirmations in a single product.

Automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control to Financial Institutions.

Helping Financial Intermediaries to stay on top of tax processes, handling data driven requirements for operational taxes more efficiently.

Our latest T+1 blog addresses the need to automate transaction management to meet intra-day trade settlement.

A major impact to capital markets infrastructures by moving to T+1 is the reduced time for remediating sub-optimal account onboarding and account and ...

New Head of Sales for North America, Neal Chatrath, brings close to 20 years of experience in financial services including time at MUFG, King Street C...

Is your tax processing getting out of hand?

Take a closer look at how your organisation and your customers can benefit from end-to-end automation of semi-structured and unstructured documents.

Company news: We are delighted to announce the appointment of Michiel Verhoeven as our new CEO as Andrew Kouloumbrides retires.

A global move towards T+1 settlements will likely create added benefits, if not examined at a strategic macro level, there could also be complications...

The competent extraction and transformation of data while offering end-to-end automation of complex processes will be imperative in 2023.

Discover how you can reduce the time it takes to onboard a new client and provide a better experience.

With new industry operating initiatives coming to fruition, learn how Xceptor works to solve these challenges, and simplify multi-asset class post-tra...

For too long, a fragmented European Withholding Tax landscape has stifled cross-border investments while resource-intensive reclaim procedures have le...

Register now to find out how to communicate to clients at scale and fast.

Register for Xceptor's webinar to find out how you can automate simple to complex reconciliations in one single platform.

Register for Xceptor's webinar to find out how you can automate the compliance process.

Dan Reid joins Ramesh Revuru - VP & Global Head of Digital Engineering at LTI to take a deep dive into the world of low code / no code platforms

On behalf of everyone at Xceptor, expressing our deep sadness and our sincere condolences on the passing of Her Majesty the Queen.

BNY Mellon has entered into a multi-year licensing agreement to adopt the Xceptor tax platform.

We recently provided feedback to the EU Commission regarding their initiative to introduce a common EU-wide system for Withholding Tax.

Josh Monroe and Ludovic Blanquet join data automation platform provider Xceptor to help drive company growth.

Pete brings over 30 years’ experience within the technology sector, having successfully grown numerous software businesses, including the creation of ...

Xceptor has collaborated with Loughborough University to develop a new AI model to speed up document analysis for banking, financial and insurance ind...

This International Women’s Day we’re proud to join voices across the world in celebrating women’s achievements.

Hexaware partners with Xceptor to bring to offer EUC remediation as part of its BFSI transformation offering.

Could there be good news in the offing? In our latest podcast, PJ says the quest for digital standards that simplify complex regulatory reporting is o...

For more than a decade, Xceptor has been fortunate to sit at the heart of an engaged and active tax community.

Deutsche Bank today announced the roll-out of an automated workflow platform for the administration of capital gains withholding tax in Indonesia, usi...

Corsair and Astorg announce strategic partnership to accelerate Xceptor’s long-term growth.

Only a shift in mindset will bring about transformational change in reconciliations. Now is the time to make a difference to how the function operates...

Capco's Jibs Ahmed threw down the gauntlet to Capital Markets firms – do data properly so that reconciliations don’t exist.

On 15 March 2021 Astorg, a leading global private equity firm announced it has signed a definitive agreement to acquire Xceptor from CBPE Capital LLP.

On 15 March 2021 Astorg, a leading global private equity firm announced it has signed a definitive agreement to acquire Xceptor from CBPE Capital LLP.

Clearstream and Xceptor have entered into an agreement to offer a redefined service for withholding tax processing for financial intermediaries.

A c-suite perspective on what matters when it comes to data.

Dan Reid, CTO of Xceptor, shares his insight on the common ground between data engineers and business analysts

Andrew Kouloumbrides, shares why trusted data is essential to making better decisions. Data-driven and customer-centric decision support should be the...

Register now to find out more about the Total Economic Impact™ (TEI) study of Xceptor.

Forrester carried out a Total Economic Impact study to calculate the cost savings and business benefits of using Xceptor.

Download the exclusive HFS Hot Vendors report for more information on the vendors that are helping firms build tech stacks for the future.

Read the HFS highlight to discover the benefits of an industry-specific approach.

Deutsche Bank adds transformation capabilities to reduce manual workloads, exceptions and breaks and improve accuracy.

It’s time for Regulatory 2.0 – major regulators and international bodies are starting to step back and review their regulations, asking – why did we d...

Opinion piece by Xceptor CEO, Andrew Kouloumbrides: Many firms are underutilizing the full potential of automation technology. How can firms overcome ...

The podcast that puts data at the heart of the conversation.

Download this exclusive Adox report commissioned by Xceptor - Analysing the impact of data exception management.

DTCC’s GTR adds data transformation capabilities to help clients simplify SFTR.

Xceptor is recognised in the Top 50 ranking companies as the Best Performing Company in Banking and Insurance Software.

Push aside the AI hype and identify practical applications that deliver tangible returns. That's the mission for augment automation.

The main drivers for digital transformation programmes should be differentiation and customer value. With this approach, greater cost reduction is ac...

The Celent digital transformation guide Capital Markets are reading - Digital starts with data.

Secure your own survival. Download our digital transformation report for financial institutions and protect your future.

Now is the time to focus on the looming buy side account opening deluge. 2020 initial margin rules will make an already overburdened account opening f...

Winning the overall Highest New Entrant in the 2017 Megabuyte50 rankings, Xceptor was last night presented with an Outstanding Performance Award.

Xceptor today announced that Megabuyte has issued a Company Brief, rating Xceptor as Superior.

Xceptor has been shortlisted in the category of ECI B2B Business of the Year Award 2017.

New service, Relay, will help banks to meet the new Margin Requirements for Uncleared OTC Derivatives by automatically processing email-based margin c...

Xceptor has been shortlisted in the category of ECI B2B Business of the Year Award 2017.

Xceptor, the leading provider of process automation services for the financial sector, has signed an agreement with Zurich International Life.

A recent Adox Research survey shows powerful stakeholders in compliance and other front-line functions, are targeting data exceptions as the missing l...