Securities Services

Intelligent automation is driving change in securities services firms as they adapt how they operate. Xceptor has already been successfully deployed at institutions such as BNY Mellon, Northern Trust, Citi and State Street

The securities services industry is typified by a fragmented web of intermediaries, technologies, jurisdictions, processes and costs that vary country by country. Against a backdrop of heightened regulation and the need for transparency, the need for overhauled and optimised processes has never been greater.

TYPICAL USE CASE EXAMPLES INCLUDE:

Streamlining and improving fund onboarding processes
Improving control during the fund migration process
Automating multiple fund accounting activities
Smart data: the ability to cross-reference and instantly structure relevant information
Deploying a single platform to deal with all withholding tax processes
Capturing data across multiple functions and automate repetitive manual tasks

Xceptor is working extremely well for BoNY Mellon, meeting all its targets in a very short timeframe. Xceptor is very helpful to work with and continues to be one of our best vendors from both a support and product point of view.

Head of Asset Servicing Technology, Chief Operations Officer

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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 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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