Insights and resources

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.

Boost efficiency with end-to-end client lifecycle automation.

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

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+%.

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

Explore complex topics with ease using our glossary. We've gathered essential terms and clear definitions to simplify your understanding of diverse su...

According to McKinsey, onboarding is a great opportunity for financial institutions to differentiate themselves, win corporate customers, increase eff...

How a leading bank successfully used natural language processing to automate its email review process.

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...

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.

Why you should prioritize providing a withholding tax relief at source service to your customers.

Find out how Xceptor accelerated a global investment bank’s reconciliations process by 50-75%.

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

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

Reconciliation is essential to client satisfaction and data consistency, where multiple copies of the same trade data are maintained across firms.

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...

Is your tax processing getting out of hand?

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...

Discover how you can reduce the time it takes to onboard a new client and provide a better experience.

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.

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

For more than a decade, Xceptor has been fortunate to sit at the heart of an engaged and active tax community.

SWIFT messages are pervasive in financial services processes and the ability to easily convert SWIFT messages into useful data inputs and get them out...

Read the HFS highlight to discover the benefits of an industry-specific approach.

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...