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.
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.
Clarity needed on FASTER initiative
EU moves to simplify withholding tax must address the practical realities of dealing with 27 different authorities
Schroders' implementation of intelligent data automation
Learn how Xceptor helped Schroders streamline their operations, achieve high data accuracy, and robust governance.
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...
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...
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.
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 ...
Agile GTR Recs
We are removing the need for mundane manual work while boosting high-value activities.
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
Take control of legacy system reconciliations
Reconciliation is an often overlooked and undervalued activity within financial services.
Automating daily trading positions
Learn how our client reduced their daily trading positions tracking from three hours to less than five minutes.
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.
AI-powered email classification
How a leading bank successfully used natural language processing to automate its email review process.
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.
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 ...
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...
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.
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.
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.
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.
Setting up a Center of Excellence
Read the whitepaper to unlock your potential with an Xceptor Center of Excellence.
Managing lots of data from lots of sources
Find out how a leading investment bank eliminated keying errors, reduced costs and established an audit trail to effectively manage its data.
Xceptor further strengthens executive team with new Chief HR Officer
Nikki Feare joins data automation provider with a remit to grow global footprint.
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.
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.
Prioritizing tax relief at source
Why you should prioritize providing a withholding tax relief at source service to your customers.
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 ...
Accelerate your reconciliations process
Find out how Xceptor accelerated a global investment bank’s reconciliations process by 50-75%.
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).
Improve post-trade efficiency
Read the e-book to understand what financial institutions can do to prepare adequately for T+1.
Solving the challenge of bringing automation into financial services
Replacing legacy tech with new automated systems is no easy feat as various challenges arise.
Automating client onboarding
How our client creates a positive customer experience through automated client onboarding.
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.
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.
How to automate your 'tactical' reconciliations
Efficient and accurate reconciliations are critical for ensuring data consistency.
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.
Client outreach demo
This short demo will provide you with an introduction into the capabilities of Xceptor client outrech.
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.
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.
Assess your T+1 readiness
Register for Xceptor and Wipro's webinar to assess your T+1 readiness and accelerate your automation strategy
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...
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.
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.
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.
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...
Automating trade confirmations
How a leading global bank increased rates of straight through processing (STP) while reducing its risk and costs.
Xceptor Confirmations
Automate, consolidate, and control the issuance and matching of multi-asset confirmations in a single product.
Xceptor Reconciliations
Automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control to Financial Institutions.
Xceptor Tax Processing
Helping Financial Intermediaries to stay on top of tax processes, handling data driven requirements for operational taxes more efficiently.
T+1: Swifter transaction management
Our latest T+1 blog addresses the need to automate transaction management to meet intra-day trade settlement.
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 ...
Streamline your tax operation like a pro
Is your tax processing getting out of hand?
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.
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...
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.
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.
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...
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...
Managing client outreach in the financial industry
Register now to find out how to communicate to clients at scale and fast.
Unifying reconciliations with automation
Register for Xceptor's webinar to find out how you can automate simple to complex reconciliations in one single platform.
Employee trading compliance
Register for Xceptor's webinar to find out how you can automate the compliance process.
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
Celebrating women's achievements
This International Women’s Day we’re proud to join voices across the world in celebrating women’s achievements.
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...
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.
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...
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.
Trusted data: mirage or nirvana?
A c-suite perspective on what matters when it comes to data.
Bridging the gap
Dan Reid, CTO of Xceptor, shares his insight on the common ground between data engineers and business analysts
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...
TEI of Xceptor Data Automation Platform
Register now to find out more about the Total Economic Impact™ (TEI) study of Xceptor.
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.
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.
HFS point of view
Read the HFS highlight to discover the benefits of an industry-specific approach.
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...
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 ...
Unleash your data
The podcast that puts data at the heart of the conversation.
Adox data exception management
Download this exclusive Adox report commissioned by Xceptor - Analysing the impact of data exception management.
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.
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...
Celent digital transformation guide
The Celent digital transformation guide Capital Markets are reading - Digital starts with data.
Digital transformation: the new dawn belongs to data
Secure your own survival. Download our digital transformation report for financial institutions and protect your future.
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...
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...