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.
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...
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 ...
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...
Advice for buyers from Deep Analysis
Global advisory firm Deep Analysis has spotlighted Xceptor in their latest vendor vignette.
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...
Schroders' implementation of intelligent data automation
Learn how Xceptor helped Schroders streamline their operations, achieve high data accuracy, and robust governance.
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...
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.
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.
Automating tax document management
In the first of our tax operations transformation series, we focus on automating tax documentation management to maximize tax relief at source.
Taking control of your reconciliations: data, aggregation, validation and enrichment
For any reconciliation to operate effectively it must be provided with readable and complete data.
Intelligent document processing
Take a closer look at how your organisation and your customers can benefit from end-to-end automation of semi-structured and unstructured documents.
Employee trading compliance
Register for Xceptor's webinar to find out how you can automate the compliance process.
Interpreting data for the regulators in 2021
Could there be good news in the offing? In our latest podcast, PJ says the quest for digital standards that simplify complex regulatory reporting is o...
Is reconciliation the problem or is it data control?
Capco's Jibs Ahmed threw down the gauntlet to Capital Markets firms – do data properly so that reconciliations don’t exist.
Trusted data: mirage or nirvana?
A c-suite perspective on what matters when it comes to data.
Bridging the gap
Dan Reid, CTO of Xceptor, shares his insight on the common ground between data engineers and business analysts
Adox data exception management
Download this exclusive Adox report commissioned by Xceptor - Analysing the impact of data exception management.
What is the real impact of data exceptions on regulatory reporting?
A recent Adox Research survey shows powerful stakeholders in compliance and other front-line functions, are targeting data exceptions as the missing l...