Insights and resources

Discover how Xceptor's purpose-built automation platform tackles the biggest operational challenges in capital markets.

Join us at the GDS Banking Innovation Summit on May 21-22, 2025 in Tampa, Florida.

Will you be at InvestOps Europe Connect 2025 on May 22-23 in London? Schedule some time with us to learn about Xceptor's data automation platform.

Take control of your regulatory reporting process and adapt quickly to changing requirements

Did you miss us at GAIM Ops Cayman 2025? There's still time to schedule a meeting with our team to learn about Xceptor's data automation platform.

Discover how capital markets firms are transforming operational efficiency with process automation. Learn from industry experts and Xceptor clients ab...

Our latest video showcases the power of AI-driven data extraction and intelligent workflow automation, enabling your operations team to handle peak vo...

Missed us at InvestOps USA? Book a meeting and learn more about the Xceptor Data Automation Platform.

Read our e-book to understand how you can overcome traditional challenges with listed or exchange-traded derivatives.

Did you miss Xceptor at Stand 32? You can still book a meeting and discover how AI and data automation are set to reshape fund operations.

Transform fund administration operations with data automation

Explore how the private credit market's growth impacts loan operations teams and how loan notice management alleviates these challenges.

Discover how automation transforms client onboarding in financial services, reducing time and enhancing client experience.

Every buy-side firm is looking for ways to reduce costs and streamline operations. Here are some insights from successful automation initiatives.

Overcome notice volume and complexity by combining automation with AI.

A webinar discussion tackling the challenges faced in the fund administration sector that hinder efficiency and compliance.

Explore the barriers organizations must overcome to prepare for FASTER and learn how data automation can help you succeed amid the transition to digit...

Digitizing tax processing is no longer a nice to have. Discover the essential steps to digitize your tax processes in our webinar with KPMG.

Learn how augmented data quality (ADQ) enhances data accuracy, risk management, and compliance, while reducing manual efforts and costs.

This webinar reviews the challenges of buy-side data management across structured and unstructured data, and approaches to improvement including data ...

Listen now to our webinar with A-Team Group discussing augmented data quality and how it is leveraging data, artificial intelligence, machine learning...

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...

Did you miss meeting with Xceptor at booth #412? Get in touch to discover how our data automation can enhance your back-office operations.

Learn how the team at Catalyst reduced daily reconciliation time by 50+%.

We're excited to share our story behind the award showcasing our commitment to revolutionizing data management and processing.

One key takeaway from LSTA is that the market is being propelled to accept the need for increased digital transformation and data-centric processes.

Xceptor and AI's impact on Account Onboarding, Confirmation Matching and Tax Management

Operational efficiencies are the top strategic priority for firms in 2024 - read our key takeaways from InvestOps 2024.

Did you miss us at LSTA Ops? Book a meeting and learn more about AI-powered automation for credit and loan lifecycle management.

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 ...

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? Book a meeting and learn more about the Xceptor Data Automation Platform.

Energy market participants must accelerate their use of automation and technology to meet the challenges of a growing, more complex trading environmen...

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 ...

As 2024 approaches, we wanted to understand the state of data automation in middle and back offices. Here are some interesting statistics we uncovered...

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...

Global advisory firm Deep Analysis has spotlighted Xceptor in their latest vendor vignette.

This short demo is designed to provide you with a taster of the Xceptor platform capabilities.

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.

Learn how our client reduced their daily trading positions tracking from three hours to less than five minutes.

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 ...

John Bevil shares his thoughts on how technology can help businesses achieve their T+1 targets with A-Team Insight.

Did you miss us at Sibos? Why not book a meeting with us to find out how Xceptor can automate your back office processes.

Learn how 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.

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.

The webinar will discuss an approach to systematically and efficiently remediate EUCs, also known as EUD or EUDA, at scale while continuing to remain ...

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.

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.

Register for Xceptor and Wipro's webinar to assess your T+1 readiness and accelerate your automation strategy

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.

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 ...

The competent extraction and transformation of data while offering end-to-end automation of complex processes will be imperative in 2023.

With new industry operating initiatives coming to fruition, learn how Xceptor works to solve these challenges, and simplify multi-asset class post-tra...

How our client utilized RPAs to automation 6,000 back-office processes.

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...

Andrew Kouloumbrides, shares why trusted data is essential to making better decisions. Data-driven and customer-centric decision support should be the...

Forrester carried out a Total Economic Impact study to calculate the cost savings and business benefits of using Xceptor.

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...

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.