SOLUTION Client Outreach Solution | Xceptor

SOLUTIONS

Client Outreach

AUTOMATE ALL YOUR OUTREACH ACTIVITIES, END-TO-END

The Xceptor Outreach Solution provides a co-ordinated, centralised, or de-centralised model for all outreach activities. It's pre-configured for client outreach, enabling business users to quickly set up outreach activities without the need for IT support. All inbound and outbound client correspondence is tracked, ensuring full transparency and audit trail.

KEY BENEFITS

Short set up time

Set up outreach activity in less than an hour.

Full audit trail

All incoming and outgoing correspondence is tracked.

Process analytics

Management visibility on team & client performance.

Faster, simpler, more accurate outreach

Diagram of the Xceptor Outreach Solution

Take a look at our data sheet for the full features and benefits

HOW OUR CUSTOMERS ARE USING THE XCEPTOR OUTREACH SOLUTION

  • Send out documents and track all responses and queries

    • LEI validation
    • CME SOFR
    • APAC benchmarking
    • CSDR
    • Dutch Regulatory Reporting
    • Collateral Custody Notification
  • Agreements with counterparties which must be refreshed after a regular period

    • Anti Money Laundering documents
    • Covenant Monitoring
    • Account opening for existing clients
  • Agreement is changed based on impact from a regulation. Xceptor enables bi-lateral agreement

    • Libor repapering
    • CSA repapering
    • Brexit repapering
    • MIFID
    • Swiss Stay
    • US Stay

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