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.
Get ahead of FASTER: a guide to tax digitization
Explore the barriers organizations must overcome to prepare for FASTER and learn how data automation can help you succeed amid the transition to digit...
Future-proof your tax operations
Digitizing tax processing is no longer a nice to have. Discover the essential steps to digitize your tax processes in our webinar with KPMG.
Processing unstructured tax documents
This short demo will show you how to process unstructured documents using Xceptor Tax Intelligence.
Overcoming data quality challenges with AI and augmented data quality
Learn how augmented data quality (ADQ) enhances data accuracy, risk management, and compliance, while reducing manual efforts and costs.
Best practices for buy-side data management across structured and unstructured data
This webinar reviews the challenges of buy-side data management across structured and unstructured data, and approaches to improvement including data ...
No automation, no T+1
The fundamental lesson from North America for Europe and Asia
How AI transforms unstructured document processing
Discover how AI is revolutionizing unstructured document processing and transforming your business operations.
How did the transition to T+1 really go?
The ValueExchange is bringing together experts from Citi, Delta Capita, FIS Global, and Xceptor for a webinar to discuss how firms are navigating this...
Augmented data quality: Leveraging AI, machine learning and automation to build trust in your d...
Listen now to our webinar with A-Team Group discussing augmented data quality and how it is leveraging data, artificial intelligence, machine learning...
Missed us at the LSTA Annual Conference?
Did you miss meeting Xceptor at booth #16? Get in touch to discover how our AI-powered automation can enhance your credit and loan lifecycle managemen...
Missed us at SIFMA Ops 2024?
Did you miss meeting with Xceptor at booth #412? Get in touch to discover how our data automation can enhance your back-office operations.
Streamlining fund administration processes for Catalyst
Learn how the team at Catalyst reduced daily reconciliation time by 50+%.
The operations revolution continues – 4 key takeaways from FIA IDX
Here are our four takeaways, and a welcome update, that we took from the 3-day derivatives conference.
Missed us at FIA IDX 2024?
Why not book a meeting and learn more about how Xceptor are revolutionizing data automation.
How financial services firms are using generative AI
Read on to learn about the rate of adoption of GenAI in financial services, the most common use cases and tips for your organization to get started.
Xceptor wins 'Most Innovative Data-Driven Transformation Project' at the A-Team Innovation Awar...
We're excited to share our story behind the award showcasing our commitment to revolutionizing data management and processing.
Complexity and technology in the rapidly expanding loan market
One key takeaway from LSTA is that the market is being propelled to accept the need for increased digital transformation and data-centric processes.
Beyond automation
Xceptor and AI's impact on Account Onboarding, Confirmation Matching and Tax Management
Key takeaways from InvestOps 2024
Operational efficiencies are the top strategic priority for firms in 2024 - read our key takeaways from InvestOps 2024.
Leveraging Gen AI and Document Intelligence in Financial Services Operations
In this session with Coalition Greenwich we discussed the immense potential of these technologies, particularly for operations teams within financial ...
Did you miss Xceptor at LTSA Ops?
Book a meeting and learn more about AI-powered automation for credit and loan lifecycle management.
Webinar Panel: Women's Impact in Technology within Financial Services
In honor of International Women's Month, we invite you to watch our special panel discussion focused on Women's Impact in Technology within Financial ...
Glossary of terms
Explore complex topics with ease using our glossary. We've gathered essential terms and clear definitions to simplify your understanding of diverse su...
Missed us at InvestOps USA?
Book a meeting and learn more about the Xceptor Data Automation Platform.
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.
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...
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 ...
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.
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 ...
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...
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...
Advice for buyers from Deep Analysis
Global advisory firm Deep Analysis has spotlighted Xceptor in their latest vendor vignette.
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...
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.
Xceptor platform demo
This short demo is designed to provide you with a taster of the Xceptor platform capabilities.
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.
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.
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.
Xceptor's tax processing demo
This short demo is designed to provide an introduction to the Xceptor tax processing capabilities.
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.
Scaling payment fraud detection
How a global bank has successfully upped its game using AI to improve its fraud detection capabilities.
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
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.
Preparing for T+1: challenges and benefits of shortened settlement cycles
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
Harnessing the power of robotic process automation
How our client utilized RPAs to automation 6,000 back-office processes.
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.
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...
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...
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.
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...
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 ...
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...