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.

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

Regulatory Reporting

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

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.

Client story

Streamlining fund administration processes for Catalyst

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

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

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

Data automation in 2024: 6 stats to know

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

White papers

Advice for buyers from Deep Analysis

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

Blogs

Xceptor wins best client onboarding solution at Data Management Insight Awards Europe 2023

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

Client story

Schroders' implementation of intelligent data automation

Learn how Xceptor helped Schroders streamline their operations, achieve high data accuracy, and robust governance.

Blogs

Unleashing the power of automation: redefining Capital Markets with data

Without data automation, Capital Markets firms will continue to deal with slow, inefficient processes and the never-ending remediation of errors due t...

Blogs

A strategic approach to tactical reconciliations

There will be times when business users require a tactical, efficient, and convenient reconciliation tool to solve a business need. EUCs respond quick...

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

Data management from multiple sources

Find out how a leading investment bank eliminated keying errors, reduced costs and established an audit trail to effectively manage its data.

Blogs

Automating tax document management

In the first of our tax operations transformation series, we focus on automating tax documentation management to maximize tax relief at source.

Blogs

Taking control of your reconciliations: data, aggregation, validation and enrichment

For any reconciliation to operate effectively it must be provided with readable and complete data.

Webinars/videos

Intelligent document processing

Take a closer look at how your organisation and your customers can benefit from end-to-end automation of semi-structured and unstructured documents.

Webinars/videos

Employee trading compliance

Register for Xceptor's webinar to find out how you can automate the compliance process.

Blogs

Interpreting data for the regulators in 2021

Could there be good news in the offing? In our latest podcast, PJ says the quest for digital standards that simplify complex regulatory reporting is o...

Blogs

Is reconciliation the problem or is it data control?

Capco's Jibs Ahmed threw down the gauntlet to Capital Markets firms – do data properly so that reconciliations don’t exist.

White papers

Trusted data: mirage or nirvana?

A c-suite perspective on what matters when it comes to data.

Blogs

Bridging the gap

Dan Reid, CTO of Xceptor, shares his insight on the common ground between data engineers and business analysts

White papers

Adox data exception management

Download this exclusive Adox report commissioned by Xceptor - Analysing the impact of data exception management.

Blogs

What is the real impact of data exceptions on regulatory reporting?

A recent Adox Research survey shows powerful stakeholders in compliance and other front-line functions, are targeting data exceptions as the missing l...

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