Insights and resources

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

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

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

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

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

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 ...

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.

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

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

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.

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

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...

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 ...

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.

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

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

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.

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.

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.

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.

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...

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