Drive efficiency across your operations with AI-driven automation
Revolutionize your data management processes with Xceptor. Our solutions empower buy-side firms to handle data at scale, addressing rising volumes, complex client management, and the need for improved performance.
Empower your team with AI automation
Streamline your operations and stay ahead in today's dynamic financial landscape with our AI-driven data automation platform.
Process and validate data swiftly and accurately, empowering better decision-making and analysis.
Optimize data management throughout your operations, including metadata and analysis.
Leverage enhanced data automation across trade and client lifecycles to elevate service delivery.
Guarantee traceability across data sources, transformation processes, and workflow integrations.
Identify data discrepancies and expedite data integration for proactive analysis and action.
Experience faster, more precise, and less manual data management and processing.
Optimize every step of the way
Client servicing
Client onboarding: Simplify and accelerate the client onboarding process with automated workflows. | |
TCA reporting: Generate transaction cost analysis reports efficiently and accurately to provide valuable insights. | |
Trade allocations: automate trade allocation processes to ensure timely and accurate execution. |
Operations
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Clearing: Automate the process of clearing transactions, ensuring timely and accurate settlement. |
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Trade settlement: Streamline trade settlement processes to reduce errors and delays. |
Collateral management: Automate collateral management to optimize asset allocation and reduce risk. |
Corporate actions: Automate corporate actions processing to ensure timely and accurate response to corporate events. | |
Reconciliation: Automate reconciliation processes to quickly identify and resolve discrepancies. | |
Reference Data Management: Automate the management of reference data to ensure consistency and accuracy across systems. |
What our customers say
Peter Hillborne
Chief Operating Officer, Operations
The initial phases we entrusted to Xceptor comprised of critical business functions which the platform handled exceptionally well. By consolidating all other various applications into Xceptor, we have radically transformed how we process and automate data."
Featured insights and resources
Get our expert insights and resources to learn more about how we're supporting financial services transformation.