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.
Beyond automation
Xceptor and AI's impact on Account Onboarding, Confirmation Matching and Tax Management
Leveraging Gen AI and Document Intelligence in Financial Services Operations
Join us for this session with Coalition Greenwich as we discuss the immense potential of these technologies, particularly for operations teams within ...
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.
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...
Generative AI in financial services: an opportunity for operations
Generative AI and document intelligence offer immense potential for financial services companies – most notably for operations teams.
4 universal data challenges for Capital Markets (and how data automation can help)
Our cars can park themselves when we arrive at the office and ChatGPT can write emails for us - but many financial firms still receive faxes daily.
Interconnected markets: the imperative for data automation in 2024
Financial markets are interconnected, complex and filled with risk. Can data automation help them achieve end-to-end processing and interoperability ...
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.
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 ...
AI-powered email classification
How a leading bank successfully used natural language processing to automate its email review process.
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.
Scaling payment fraud detection
How a global bank has successfully upped its game using AI to improve its fraud detection capabilities.
Automating trade confirmations
How a leading global bank increased rates of straight through processing (STP) while reducing its risk and costs.
HFS hot vendors 2020
Download the exclusive HFS Hot Vendors report for more information on the vendors that are helping firms build tech stacks for the future.
HFS Blueprint for successful AI transformation
We examine how the financial services industry can adopt five transformation levers to get the most out of AI investments. Download the report and dis...
Opinion: Capital Markets and the Road to Intelligent Automation
Opinion piece by Xceptor CEO, Andrew Kouloumbrides: Many firms are underutilizing the full potential of automation technology. How can firms overcome ...
Using machine learning to augment automation
Push aside the AI hype and identify practical applications that deliver tangible returns. That's the mission for augment automation.