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.
Transform your operations efficiency with process automation
Join Xceptor in NYC and hear from our customers as they share challenges, learnings, and opportunities faced in the operations process.
Join Xceptor at LTSA Ops
Book a meeting and learn more about AI-powered automation for credit and loan lifecycle management. We look forward to seeing you at Booth #6.
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 ...
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...
Missed us at InvestOps USA?
Book a meeting and learn more about the Xceptor Data Automation Platform.
Revolutionizing energy markets: the power of automation
Energy market participants must accelerate their use of automation and technology to meet the challenges of a growing, more complex trading environmen...
T+1 in the UK: ignore the clock
Now we know - T+1 is happening. What’s less clear, and where debate is raging, is whether the UK should align more closely with the US and implement ...
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...
Navigating regulatory change and market dynamics in 2024 - the power of technology and AI
As 2023 draws to a close, we look towards a new year that will continue the transformation of financial services, driven by technological innovation a...
Advice for buyers from Deep Analysis
Global advisory firm Deep Analysis has spotlighted Xceptor in their latest vendor vignette.
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...
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...
Data automation is the only solution to workflow efficiency
The new Coalition Greenwich report underscores the urgency for tech and automation in capital markets due to the 2024 deadline for T+1 settlement.
Reflections on Sibos 2023
As the dust settles on Sibos 2023, I look back at the deliberations including the prospect of a frictionless T+1 settlement ecosystem, the role of AI ...
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.
Gathering for collaborative finance in Toronto at Sibos 2023
Funds Europe has sought insights from some of the speakers at Sibos 2023 including our very own John Bevil.
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 ...
The journey to T+1 settlement
John Bevil shares his thoughts on how technology can help businesses achieve their T+1 targets with A-Team Insight.
Sibos - Toronto - September 2023
Are you attending Sibos this year? Why not book a meeting with us to find out how Xceptor can automate your back office processes.
Setting up a Center of Excellence
Read the whitepaper to unlock your potential with an Xceptor Center of Excellence.
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.
Removing the pain from tax reclaim
The automated capture, production and management of tax reclaims have transformed the tax reclaim process from income payment to credit of reclaims.
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.
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 ...
Roadmap to T+1 infographic
From May 28, 2024, US Securities and Exchange Commission will move from a two-day settlement cycle (T+2) to a one-day settlement cycle (T+1).
Improve post-trade efficiency
Read the e-book to understand what financial institutions can do to prepare adequately for T+1.
Solving the challenge of bringing automation into financial services
Replacing legacy tech with new automated systems is no easy feat as various challenges arise.
Automating client onboarding
How our client creates a positive customer experience through automated client onboarding.
Pitfalls of EUC reconciliation
EUCs are essential to your operations. But they represent risk. Learn how to identify and manage EUC risks across your business.
How to automate your 'tactical' reconciliations
Efficient and accurate reconciliations are critical for ensuring data consistency.
Are you in the T+1 slipstream?
Clients are reporting that T+1 is front and centre of their Spring workload and, for many, 2023 is the year of implementation and refinement.
Client outreach demo
This short demo will provide you with an introduction into the capabilities of Xceptor client outrech.
The future of withholding tax
We look at what the future might look like for Withholding Tax reclaims and how firms can flex to meet the demands of a modern WHT landscape.
Assess your T+1 readiness
Register for Xceptor and Wipro's webinar to assess your T+1 readiness and accelerate your automation strategy
Taking control of your Reconciliations: achieving greater efficiency
Reconciliation is essential to client satisfaction and data consistency, where multiple copies of the same trade data are maintained across firms.
T+1 gets closer every day. Are you ready?
We look at how firms can proactively ready themselves for the next transformational leap in processing and settlement cycles.
Navigating the intricate world of withholding tax
In the first instalment of our two-part on the world of withholding tax (WHT), we look at some of the key issues for WHT reclaims.
Automating trade confirmations
How a leading global bank increased rates of straight through processing (STP) while reducing its risk and costs.
Xceptor Confirmations
Automate, consolidate, and control the issuance and matching of multi-asset confirmations in a single product.
Xceptor Reconciliations
Automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control to Financial Institutions.
Xceptor Tax Processing
Helping Financial Intermediaries to stay on top of tax processes, handling data driven requirements for operational taxes more efficiently.
T+1: Swifter transaction management
Our latest T+1 blog addresses the need to automate transaction management to meet intra-day trade settlement.
Accelerated account opening in a T+1 world
A major impact to capital markets infrastructures by moving to T+1 is the reduced time for remediating sub-optimal account onboarding and account and ...
Predictions 2023: A year of evolution and adaptation
The competent extraction and transformation of data while offering end-to-end automation of complex processes will be imperative in 2023.
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...
Harnessing the power of robotic process automation
How our client utilized RPAs to automation 6,000 back-office processes.
Reconciliations: Build the business case for change
Only a shift in mindset will bring about transformational change in reconciliations. Now is the time to make a difference to how the function operates...
Put your data first
Andrew Kouloumbrides, shares why trusted data is essential to making better decisions. Data-driven and customer-centric decision support should be the...
TEI of Xceptor Data Automation Platform
Register now to find out more about the Total Economic Impact™ (TEI) study of Xceptor.
Forrester Total Economic Impact of Xceptor
Forrester carried out a Total Economic Impact study to calculate the cost savings and business benefits of using Xceptor.
2020 predictions on regulation
It’s time for Regulatory 2.0 – major regulators and international bodies are starting to step back and review their regulations, asking – why did we d...
Driving digital transformation success through data
The main drivers for digital transformation programmes should be differentiation and customer value. With this approach, greater cost reduction is ac...
Celent digital transformation guide
The Celent digital transformation guide Capital Markets are reading - Digital starts with data.
Digital transformation: the new dawn belongs to data
Secure your own survival. Download our digital transformation report for financial institutions and protect your future.