Asset Management

In an increasingly competitive and commoditised marketplace, asset managers are looking for ways to rapidly become more customer centric. This key is to start with intelligent automation and focus on operational excellence. This then enables the delivery of a more informed and personalised customer experience.

An industry in transition as it begins its journey of digital transformation. And all roads lead to data. By putting data at the heart of intelligent automation, asset managers will be able to understand how it all ties back to their clients. This will enable processes to be streamlined and a better service to be delivered.

TYPICAL USE CASE EXAMPLES INCLUDE:

Onboarding new funds
Capture and transformation of data from multiple sources including PDFs, emails and spreadsheets
Fee reconciliations
Programmes of EUD eradication and creation of transparent audit trails
Automation of client onboarding data capture
Regulatory reporting reconciliation

We knew Xceptor would make a difference and are really impressed by how much it has delivered. Xceptor is the perfect flexible data management solution to fit with our aim of delivering superior service using leading technologies.

CIO, US Bank

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We can now focus on growing our business pipeline and take on additional funds. Xceptor allows us to significantly reduce the time and risk inherent in the migration processes and take on more complex work.

Head of HSBC Securities Services Business Unit

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We turned to Xceptor as it gave the best fit of the qualities we needed – genuine automation and flexibility for the business users. We also saw great potential for Xceptor to be used for other data problems in our organisation and Xceptor has indeed proved very valuable for our operations team.

Head of Operations, Maitland

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