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Product sheet

Xceptor Client Lifecycle Management

Boost efficiency with end-to-end client lifecycle automation

The hidden cost of fragmented client management

Financial institutions struggle with disconnected systems and manual processes across the customer lifecycle:

  • Missed opportunities
    Missed opportunities Poor coordination results in delayed revenue generation.
  • Frustrated clients
    Frustrated clients Slow and clunky onboarding leaves clients dissatisfied.
  • Lack of visibility
    Lack of visibility Inadequate oversight across client touchpoints leads to an inability to determine where in the lifecycle the client is (relationship manager).

  • Multiple teams
    Multiple teams Manual handoffs between teams cause delays and increase the risk of errors.
  • Unable to manage compliance lifecycle milestones
    Unable to manage compliance lifecycle milestones Relying on people to reach out to clients to ensure documentation is completed/renewed leads to missed deadlines.
  • Data silos
    Data silos Multiple systems create barriers between relationship management, onboarding, and account servicing.

What can it do for you?

Xceptor delivers an optimized reconciliation process for greater accuracy and control – putting the power into the hands of the people that understand the business, and the data, the best.

  • Reduce manual effort
    Reduce manual effort Speed up balancing and correct discrepancies by ingesting and preparing the data up front
  • Accelerate time to market
    Accelerate time to market Respond quicker to market changes, and onboard new brokers / markets / instruments faster.
  • Eliminate errors
    Eliminate errors Proactively spot and resolve trade mismatches without manual intervention.
  • Total oversight
    Total oversight Gain a comprehensive real-time snapshot of equity balances encompassing P&L, trades, positions, and cash flows in one consolidated view.

Start client relationships on the right foot – in days, not weeks

Xceptor offers a single platform to manage your entire client journey, from initial request through onboarding to ongoing account management – with real-time visibility across the process. 

Unlike point solutions that address only specific stages, our platform seamlessly integrates all client lifecycle processes for faster onboarding and happier clients. It connects with your existing systems and empowers business users to configure workflows independently, without IT dependency. requirements, future-proofing your operations.
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Audit trail

Streamline relationship
management

Capture client intent and validate requests from the start.
• Capture and validate requests across channels

• Pre-fill forms and eliminate rekeying

• Provide instant feedback on submissions

• Automate due diligence and initial risk checks

• Track SLAs and trigger automated escalations

Speed

Accelerate client onboarding

Coordinate and automate onboarding tasks across teams, products, and markets.
• Centralize onboarding tasks into digital workflows

• Route validated data to KYC, legal, and credit systems

• Automate document generation and distribution

• Support onboarding across multiple products and markets in parallel

• Provide real-time visibility and audit-ready records

Ageing

Automate account opening

Accelerate time-to-trade by automating downstream setup.
• Integrate with internal systems to push client data

• Automate account creation and reference data setup

• Link all account setup activities to the original client request

• Track SLA compliance and notify teams of issues

Automation

Manage ongoing lifecycle activities

Stay compliant and responsive with automated monitoring and updates.
• Trigger periodic reviews, renewals, and regulatory updates

• Track deadlines and compliance via dashboards

• Use client data to proactively recommend additional services

Partners

Standardize offboarding

Ensure structured and compliant client exits.
• Automate offboarding workflows and updates to internal systems

• Archive documentation and maintain audit trails

• Ensure all closure tasks are tracked and completed

Head of Operations

Maitland

quoteWe turned to Xceptor as it gave the best fit of the qualities we needed – genuine automation and flexibility for the business users. We recognized that not only would it be a cost effective way to automate managing our new clients, but it could be applied to our existing customers too.

We also saw great potential for Xceptor to be used for other data problems in our organization and Xceptor has indeed proved very valuable for our operations team.

Improve client experience while accelerating time to revenue

Our clients have transformed their onboarding journey into a fast, transparent, and accurate process while reducing manual effort.

Onboarding
Rapid onboarding

From 6 weeks to 6 days.

increased efficiency
Increased efficiency

50% reduction in account opening times.

Greater productivity
Greater productivity

Increased volume of account requests processed

Enhanced governance
Enhanced governance

Standardized processes with improved oversight to support compliance.

Leave manual processing in the past and streamline your client lifecycle process today

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Accelerate your client lifecycle management process with Xceptor.