Sector

Capital Markets

Capital Markets has led the charge with many opportunities across operations ready to benefit from process automation

Capital markets is a fast-paced environment with complex processes that have both repetitive tasks and activities that require human judgement. By focussing on the data, processes can be rewired to significantly improve automation levels, increase efficiency and reduce costs.

EUC REMEDIATION FOR CAPITAL MARKETS

From one-off recs to nav calculations, Xceptor automates processes end-to-end, eliminating the need for EUCs, bringing everything into one platform for full oversight and a robust audit trail.

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The original project was completed in just a few short months creating a real value-add for Standard Bank’s international business and we have subsequently rolled our Xceptor to our South African operation.

Head of Confirmations, ICBC Standard Bank

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The implementation of Xceptor has made a step change in client service and has reduced risk inherent in the delivery of a tax reclaim service. The documentation module is the first of three components which will form a state of the art global tax platform for Northern Trust’s Asset Servicing business.

Steve Quigley

SVP, Global Head of Income and International Tax Group, Northern Bank

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Our partnership with Xceptor will enable firms to significantly streamline their operational processes and help simplify the compliance process.

Val Wotton

Managing Director, Derivatives & Collateral Management, DTCC

WHERE XCEPTOR CAN HELP AUTOMATE

Regulatory reporting and reconciliation between internal systems or with external markets.
Data ingestion and transformation from multiple sources such as pdfs, emails and spreadsheets.
Time-sensitive processes such as margin calls and settlements.
OTC and FX term sheet and confirmations generation and auto matching.
Decision-based communications such as SSI/netting emails.