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.

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Webinars/videos

Xceptor Data Automation Platform Overview

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

Webinars/videos

Xceptor Document Intelligence explained

Use AI to extract key information from documents - whatever the format (structured, unstructured, semi-structured) - with speed and accuracy.

Events

SIFMA Ops 2025

Meet with us at SIFMA Ops 2025 at booth #606 on May 5-8, 2025 in Grande Lakes, Orlando.

Blogs

How technology teams can leverage automation for operational resilience

Discover how technology teams in capital markets can leverage data and workflow automation to enhance operational resilience.

Product sheets

Xceptor Document Intelligence

Streamline document processing with Xceptor's AI automation

Blogs

How Capital Markets firms transformed operational efficiency with process automation

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

Webinars/videos

Optimize Loan Notice Management with Xceptor

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

Blogs

AI, Cloud, and Automation: Xceptor's Roadmap for Capital Markets Operations in 2025

Discover Xceptor's 2025 product roadmap that puts practical AI applications and cloud solutions at the centre of what we do for capital markets operat...

Events

BVI Fund Operations 2025

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.

Events

OPEX World Summit 2025

Did you miss meeting Xceptor at Booth #33? Get in touch to discover how our AI-powered automation drives innovation, improves decision-making, and enh...

Blogs

Rethinking the Loan Notice process: The need for AI-powered Loan Notice management

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

Product sheets

Loan notice management

Overcome notice volume and complexity by combining automation with AI.

Blogs

Transforming Capital Markets

Here are a few of the key trends we expect to see more of in AI and Data Automation in 2025

Blogs

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.

Webinars/videos

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 ...

Blogs

How AI transforms unstructured document processing

Discover how AI is revolutionizing unstructured document processing and transforming your business operations.

Webinars/videos

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...

Events

LSTA Annual Conference 2024

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...

Events

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.

Blogs

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.

Blogs

Beyond automation

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

Webinars/videos

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 ...

Events

LSTA Ops 2024

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

Glossary

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...

Blogs

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.

Blogs

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.

Blogs

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 ...

Blogs

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...

White papers

Advice for buyers from Deep Analysis

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

Blogs

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 ...

Client story

AI-powered email classification

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

Events

Sibos - Toronto - September 2023

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

Client story

Scaling payment fraud detection

How a global bank has successfully upped its game using AI to improve its fraud detection capabilities.

Client story

Automating trade confirmations

How a leading global bank increased rates of straight through processing (STP) while reducing its risk and costs.

White papers

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.

White papers

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...

Blogs

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 ...

Blogs

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.

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