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.

Featured items

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.

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Product sheets

Xceptor Confirmations

Automate, consolidate, and control the issuance and matching of multi-asset confirmations in a single product.

Product sheets

Xceptor Reconciliations

Automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control to Financial Institutions.

Product sheets

Xceptor Tax Processing

Helping Financial Intermediaries to stay on top of tax processes, handling data driven requirements for operational taxes more efficiently.