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.
White paper > T+1
Data automation: the workflow efficiency game-changer
New Coalition Greenwich report highlights the urgent need for tech and automation in capital markets.
White paper > Center of Excellence
Setting up a Center of Excellence
Read the whitepaper to unlock your potential with an Xceptor Center of Excellence.
Success stories > Confirmations
Automating the trade confirmation process
Discover how a global bank's successful, rapid automation of its trade confirmations process led to further rollout to another division.
Streamlining fund administration processes for Catalyst
Learn how the team at Catalyst reduced daily reconciliation time by 50+%.
Schroders' implementation of intelligent data automation
Learn how Xceptor helped Schroders streamline their operations, achieve high data accuracy, and robust governance.
Agile GTR Recs
We are removing the need for mundane manual work while boosting high-value activities.
Automating daily trading positions
Learn how our client reduced their daily trading positions tracking from three hours to less than five minutes.
AI-powered email classification
How a leading bank successfully used natural language processing to automate its email review process.
Streamlining the onboarding of complex funds
Discover how a leading bank transformed its complicated fund onboarding process from an expensive burden to a significant business growth opportunity ...
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 the trade confirmation process
How a global bank's successful, rapid automation of its trade confirmations process led to further rollout to another division.
Accelerate your reconciliations process
Find out how Xceptor accelerated a global investment bank’s reconciliations process by 50-75%.
Scaling payment fraud detection
How a global bank has successfully upped its game using AI to improve its fraud detection capabilities.
Automating client onboarding
How our client creates a positive customer experience through automated client onboarding.
Automating trade confirmations
How a leading global bank increased rates of straight through processing (STP) while reducing its risk and costs.
Harnessing the power of robotic process automation
How our client utilized RPAs to automation 6,000 back-office processes.