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
Take a look at our data sheet for the full features and benefits
HOW OUR CUSTOMERS ARE USING THE XCEPTOR OUTREACH SOLUTION
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IMPACT NOTIFICATION
Send out documents and track all responses and queries
- LEI validation
- CME SOFR
- APAC benchmarking
- CSDR
- Dutch Regulatory Reporting
- Collateral Custody Notification
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REGULAR COUNTERPARTY
Agreements with counterparties which must be refreshed after a regular period
- Anti Money Laundering documents
- Covenant Monitoring
- Account opening for existing clients
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REPAPERING
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