Insights and resources

Read our expert insights and resources to learn more about automating asset management processes, data management and how we’re supporting financial services transformation.

Featured items

White paper > T+1

Data automation: the workflow efficiency game-changer

New Coalition Greenwich report highlights the urgent need for tech and automation in capital markets.

White paper > Center of Excellence

Setting up a Center of Excellence

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

Success stories > Confirmations

Automating the trade confirmation process

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

Filter by type:

Filter by theme:

Events

Join Xceptor at InvestOps USA: March 11-13 2024

Book a meeting and learn more about the Xceptor Data Automation Platform. We look forward to seeing you at Booth #8.

Blogs

Generative AI in financial services: an opportunity for operations

Generative AI and document intelligence offer immense potential for financial services companies – most notably for operations teams.

Blogs

Revolutionizing energy markets: the power of automation

Energy market participants must accelerate their use of automation and technology to meet the challenges of a growing, more complex trading environmen...

Blogs

T+1 in the UK: ignore the clock

Now we know - T+1 is happening. What’s less clear, and where debate is raging, is whether the UK should align more closely with the US and implement ...

Blogs

4 universal data challenges for Capital Markets (and how data automation can help)

Our cars can park themselves when we arrive at the office and ChatGPT can write emails for us - but many financial firms still receive faxes daily.

Blogs

Interconnected markets: the imperative for data automation in 2024

Financial markets are interconnected, complex and filled with risk.  Can data automation help them achieve end-to-end processing and interoperability ...

Blogs

Data automation in 2024: 6 stats to know

As 2024 approaches, we wanted to understand the state of data automation in middle and back offices. Here are some interesting statistics we uncovered...

Blogs

Navigating regulatory change and market dynamics in 2024 - the power of technology and AI

As 2023 draws to a close, we look towards a new year that will continue the transformation of financial services, driven by technological innovation a...

White papers

Advice for buyers from Deep Analysis

Global advisory firm Deep Analysis has spotlighted Xceptor in their latest vendor vignette.

Blogs

Xceptor wins best client onboarding solution at Data Management Insight Awards Europe 2023

According to McKinsey, onboarding is a great opportunity for financial institutions to differentiate themselves, win corporate customers, increase eff...

Blogs

Clarity needed on FASTER initiative

EU moves to simplify withholding tax must address the practical realities of dealing with 27 different authorities

Client story

Schroders' implementation of intelligent data automation

Learn how Xceptor helped Schroders streamline their operations, achieve high data accuracy, and robust governance.

Blogs

Unleashing the power of automation: redefining Capital Markets with data

Without data automation, Capital Markets firms will continue to deal with slow, inefficient processes and the never-ending remediation of errors due t...

Webinars/videos

Surviving the T+1 deadline: a guide to efficient data and automation

This session will delve into strategies for improving trade lifecycle efficiency, managing vast data volumes, and implementing process automation effe...

White papers

Data automation is the only solution to workflow efficiency

The new Coalition Greenwich report underscores the urgency for tech and automation in capital markets due to the 2024 deadline for T+1 settlement.

Blogs

Reflections on Sibos 2023

As the dust settles on Sibos 2023, I look back at the deliberations including the prospect of a frictionless T+1 settlement ecosystem, the role of AI ...

Client story

Agile GTR Recs

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

Webinars/videos

Tax Document Management and Tax Relief at Source

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

White papers

Take control of legacy system reconciliations

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

Client story

Automating daily trading positions

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

Webinars/videos

Xceptor Tax Platform modules

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

Client story

AI-powered email classification

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

Blogs

Gathering for collaborative finance in Toronto at Sibos 2023

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

Client story

Streamlining the onboarding of complex funds

Discover how a leading bank transformed its complicated fund onboarding process from an expensive burden to a significant business growth opportunity ...

Blogs

A strategic approach to tactical reconciliations

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

Blogs

The journey to T+1 settlement

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

Events

Sibos - Toronto - September 2023

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

Blogs

Time is of the essence for fund administrators as T+1 is rolled out around the world

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

Blogs

Problems remain around T+1 implementation

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

White papers

Setting up a Center of Excellence

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

Client story

Data management from multiple sources

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

Blogs

Removing the pain from tax reclaim

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

Client story

Automating the trade confirmation process

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

Blogs

Prioritizing tax relief at source

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

Webinars/videos

Xceptor's tax processing demo

This short demo is designed to provide an introduction to the Xceptor tax processing capabilities.

Webinars/videos

How to remediate your EUCs at scale

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

Client story

Accelerate your reconciliations process

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

Blogs

Automating tax document management

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

Roadmap to T+1 infographic

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).

E-books

Improve post-trade efficiency

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

Blogs

Solving the challenge of bringing automation into financial services

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

Client story

Scaling payment fraud detection

How a global bank has successfully upped its game using AI to improve its fraud detection capabilities.

Client story

Automating client onboarding

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

Events

Sifma operations conference

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

Blogs

Pitfalls of EUC reconciliation

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

Blogs

How to automate your 'tactical' reconciliations

Efficient and accurate reconciliations are critical for ensuring data consistency.

Blogs

Are you in the T+1 slipstream?

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.

Webinars/videos

Client outreach demo

This short demo will provide you with an introduction into the capabilities of Xceptor client outrech.

Blogs

The future of withholding tax

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.

Blogs

Taking control of your reconciliations: data, aggregation, validation and enrichment

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

Webinars/videos

Assess your T+1 readiness

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

Blogs

Taking control of your Reconciliations: achieving greater efficiency

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

Blogs

T+1 gets closer every day. Are you ready?

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

Blogs

Navigating the intricate world of withholding tax

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.

Blogs

How T+1 will impact the confirmations process

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...

Client story

Automating trade confirmations

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

Product sheets

Xceptor Confirmations

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

Product sheets

Xceptor Reconciliations

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

Product sheets

Xceptor Tax Processing

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

Blogs

T+1: Swifter transaction management

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

Blogs

Accelerated account opening in a T+1 world

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 ...

Webinars/videos

Streamline your tax operation like a pro

Is your tax processing getting out of hand?

Webinars/videos

Intelligent document processing

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

Blogs

Is T+1 playing on your mind?

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...

Blogs

Predictions 2023: A year of evolution and adaptation

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

Webinars/videos

Client onboarding automation for financial institutions

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

Webinars/videos

Automating the post-trade process

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

Blogs

Change on the horizon for EU Withholding Taxes

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

Webinars/videos

Managing client outreach in the financial industry

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

Webinars/videos

Unifying reconciliations with automation

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

Webinars/videos

Employee trading compliance

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

Podcasts

Driving experience @ Speed

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

Client story

Harnessing the power of robotic process automation

How our client utilized RPAs to automation 6,000 back-office processes.

Blogs

Celebrating women's achievements

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

Blogs

Interpreting data for the regulators in 2021

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...

Blogs

Our tax clients and tax community are our best sources of intel

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

Webinars/videos

Xceptor swift support demo

SWIFT messages are pervasive in financial services processes and the ability to easily convert SWIFT messages into useful data inputs and get them out...

Blogs

Reconciliations: Build the business case for change

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...

Blogs

Is reconciliation the problem or is it data control?

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

White papers

Trusted data: mirage or nirvana?

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

Blogs

Bridging the gap

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

Blogs

Put your data first

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

Webinars/videos

TEI of Xceptor Data Automation Platform

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

White papers

Forrester Total Economic Impact of Xceptor

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

White papers

HFS hot vendors 2020

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

White papers

HFS point of view

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

White papers

HFS Blueprint for successful AI transformation

We examine how the financial services industry can adopt five transformation levers to get the most out of AI investments. Download the report and dis...

Blogs

2020 predictions on regulation

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...

Blogs

Opinion: Capital Markets and the Road to Intelligent Automation

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

White papers

Adox data exception management

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

Blogs

Using machine learning to augment automation

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

Blogs

Driving digital transformation success through data

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

White papers

Celent digital transformation guide

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

White papers

Digital transformation: the new dawn belongs to data

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

Blogs

5 ways to get ahead with buy side account opening

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...

Blogs

What is the real impact of data exceptions on regulatory reporting?

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