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.
Key takeaways from InvestOps 2024
Operational efficiencies are the top strategic priority for firms in 2024 - read our key takeaways from InvestOps 2024.
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...
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...
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 ...
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
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.
Prioritizing tax relief at source
Why you should prioritize providing a withholding tax relief at source service to your customers.
Accelerate your reconciliations process
Find out how Xceptor accelerated a global investment bank’s reconciliations process by 50-75%.
Automating client onboarding
How our client creates a positive customer experience through automated client onboarding.
Client outreach demo
This short demo will provide you with an introduction into the capabilities of Xceptor client outrech.
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.
How T+1 will impact the confirmations process
For T+1 to make successful in-roads into a more robust and efficient post trade infrastructure, clear examination and a review of the confirmation pro...
Streamline your tax operation like a pro
Is your tax processing getting out of hand?
Is T+1 playing on your mind?
A global move towards T+1 settlements will likely create added benefits, if not examined at a strategic macro level, there could also be complications...
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.
Change on the horizon for EU Withholding Taxes
For too long, a fragmented European Withholding Tax landscape has stifled cross-border investments while resource-intensive reclaim procedures have le...
Managing client outreach in the financial industry
Register now to find out how to communicate to clients at scale and fast.
Unifying reconciliations with automation
Register for Xceptor's webinar to find out how you can automate simple to complex reconciliations in one single platform.
Driving experience @ Speed
Dan Reid joins Ramesh Revuru - VP & Global Head of Digital Engineering at LTI to take a deep dive into the world of low code / no code platforms
Our tax clients and tax community are our best sources of intel
For more than a decade, Xceptor has been fortunate to sit at the heart of an engaged and active tax community.
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...
HFS point of view
Read the HFS highlight to discover the benefits of an industry-specific approach.
5 ways to get ahead with buy side account opening
Now is the time to focus on the looming buy side account opening deluge. 2020 initial margin rules will make an already overburdened account opening f...