Client story

Automating client onboarding

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

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Situation

Repeat requests, repetitive tasks

Client onboarding is a repetitive and time-consuming process. With a heavy reliance on manual, paper-based processing, it also carries a significant risk of data error.

With onboarding being one of the initial customer experiences, any errors can lead to a lasting negative impression. 

Pain points

  • Onboarding uses lots of data points in varying formats.
  • Data requirements change constantly depending on the type of account opened.
  • The process involves multiple teams and disparate systems across the entire business. 
  • Each team holds the data in different ways and formats.

Pain points

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Onboarding uses lots of data points in varying formats.

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Data requirements change constantly depending on the type of account opened.

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The process involves multiple teams and disparate systems across the entire business.

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Each team holds the data in different ways and formats.

Why was Xceptor chosen?

 

Connecting multiple data points across multiple teams with intelligent automation

The automatic nature of our solution captures and transforms data, optimizing the onboarding process.

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Take control of all your inbound and outbound confirmations processes in a single workflow.

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Ingest data, produce documentation, escalate risks, and manage the indexing and return of confirmations in one standardised workflow across your entire business.

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Integrate all trade booking platforms, market utilities and resolution portals.

A market leader in confirmations processing, Xceptor is trusted by some of the largest global financial institutions.

Solution

Connecting multiple data points across multiple teams with intelligent automation

The automatic nature of our solution captures and transforms data, optimizing the onboarding process.

The Platform connects the right data, in the right format, at the right time.

Reference data determines the workflow and document requirements of the onboarding process.

Intelligent automation leads to immediate feedback for customers on any issue.

Learn more about Xceptor's client onboarding and account opening solution.

Result

Automated onboarding process 

By moving away from the need for manual processing, the risk of data error by human intervention was reduced.

The optimized, automated process provides customers with a streamlined service that delivers a positive experience.

Automating the onboarding process empowers our client to re-task their team members with higher value activities.

Result

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Alerts
Data errors reduced

Moving away from the need for manual processing reduces the risk of error by human intervention.

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Superior service

The optimized, automated process provides customers with a streamlined service that delivers a positive experience.

People
Team optimization

An automated onboarding process empowers our clients to re-task their team members to higher value activities.

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Xceptor’s world-class automation capabilities enable clients to quickly and efficiently onboard Hub services and automate counterparty relationships.

CEO, Leading Software Developer

Transform your client onboarding process with intelligent automation

Speak to our experts and find out how your organization will benefit.

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