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.
Xceptor Data Automation Platform Overview
Discover how Xceptor's purpose-built automation platform tackles the biggest operational challenges in capital markets.
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.
Regulatory Reporting
Take control of your regulatory reporting process and adapt quickly to changing requirements
Loan notice management
Overcome notice volume and complexity by combining automation with AI.
Transforming Capital Markets
Here are a few of the key trends we expect to see more of in AI and Data Automation in 2025
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.
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 ...
How AI transforms unstructured document processing
Discover how AI is revolutionizing unstructured document processing and transforming your business operations.
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...
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...
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.
Streamlining fund administration processes for Catalyst
Learn how the team at Catalyst reduced daily reconciliation time by 50+%.
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...
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 ...
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...
Advice for buyers from Deep Analysis
Global advisory firm Deep Analysis has spotlighted Xceptor in their latest vendor vignette.
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...
Schroders' implementation of intelligent data automation
Learn how Xceptor helped Schroders streamline their operations, achieve high data accuracy, and robust governance.
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...
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...
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.
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.
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.
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.
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.
Employee trading compliance
Register for Xceptor's webinar to find out how you can automate the compliance process.
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...
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.
Trusted data: mirage or nirvana?
A c-suite perspective on what matters when it comes to data.
Bridging the gap
Dan Reid, CTO of Xceptor, shares his insight on the common ground between data engineers and business analysts
Adox data exception management
Download this exclusive Adox report commissioned by Xceptor - Analysing the impact of data exception management.
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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