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

What is EU FASTER?

Paul Duffy explains what EU FASTER is and how the process involved will work.

Webinars/videos

Modernizing fund services

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

Webinars/videos

Future-proof your tax operations

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

Webinars/videos

Processing unstructured tax documents

This short demo will show you how to process unstructured documents using Xceptor Tax Intelligence.

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 ...

Webinars/videos

How did the transition to T+1 really go?

The ValueExchange is bringing together experts from Citi, Delta Capita, FIS Global, and Xceptor for a webinar to discuss how firms are navigating this...

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...

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 ...

Webinars/videos

Webinar Panel: Women's Impact in Technology within Financial Services

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 ...

Webinars/videos

Xceptor platform demo

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

Webinars/videos

Surviving the T+1 deadline: a guide to efficient data and automation

This session will delve into strategies for improving trade lifecycle efficiency, managing vast data volumes, and implementing process automation effe...

Webinars/videos

Tax Document Management and Tax Relief at Source

Watch our video for a high level overview and demonstration of two modules from the Tax Processing Solution

Webinars/videos

Xceptor Tax Platform modules

This short video is designed to introduce you to Xceptor Tax Processing and the seven modules that make up the product.

Webinars/videos

Xceptor's tax processing demo

This short demo is designed to provide an introduction to the Xceptor tax processing capabilities.

Webinars/videos

How to remediate your EUCs at scale

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

Webinars/videos

Client outreach demo

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

Webinars/videos

Assess your T+1 readiness

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

Webinars/videos

Streamline your tax operation like a pro

Is your tax processing getting out of hand?

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

Client onboarding automation for financial institutions

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

Webinars/videos

Automating the post-trade process

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

Webinars/videos

Managing client outreach in the financial industry

Register now to find out how to communicate to clients at scale and fast.

Webinars/videos

Unifying reconciliations with automation

Register for Xceptor's webinar to find out how you can automate simple to complex reconciliations in one single platform.

Webinars/videos

Employee trading compliance

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

Webinars/videos

Xceptor swift support demo

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

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