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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Blogs

Beyond automation

Xceptor and AI's impact on Account Onboarding, Confirmation Matching and Tax Management

Webinars/videos

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 ...

Events

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

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...

Blogs

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.

Blogs

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.

Blogs

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 ...

Blogs

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...

White papers

Advice for buyers from Deep Analysis

Global advisory firm Deep Analysis has spotlighted Xceptor in their latest vendor vignette.

Blogs

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 ...

Client story

AI-powered email classification

How a leading bank successfully used natural language processing to automate its email review process.

Events

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.

Client story

Scaling payment fraud detection

How a global bank has successfully upped its game using AI to improve its fraud detection capabilities.

Client story

Automating trade confirmations

How a leading global bank increased rates of straight through processing (STP) while reducing its risk and costs.

White papers

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.

White papers

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...

Blogs

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 ...

Blogs

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.