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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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

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

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...

White papers

Advice for buyers from Deep Analysis

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

Blogs

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...

Client story

Schroders' implementation of intelligent data automation

Learn how Xceptor helped Schroders streamline their operations, achieve high data accuracy, and robust governance.

Blogs

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...

Blogs

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...

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

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.

Blogs

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.

Blogs

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.

Webinars/videos

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.

Webinars/videos

Employee trading compliance

Register for Xceptor's webinar to find out how you can automate the compliance process.

Blogs

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...

Blogs

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.

White papers

Trusted data: mirage or nirvana?

A c-suite perspective on what matters when it comes to data.

Blogs

Bridging the gap

Dan Reid, CTO of Xceptor, shares his insight on the common ground between data engineers and business analysts

White papers

Adox data exception management

Download this exclusive Adox report commissioned by Xceptor - Analysing the impact of data exception management.

Blogs

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...