Client Stories

How US Bank moved from manually handling changes to data formats to full automation.

For many banks, the current solution to process thousands of client emails containing margin calls, netting and standard settlement instructions is people. This is not scalable.

Discover how Northern Trust is using Xceptor to build its global tax platform for its Asset Servicing business.

By simplifying complex regulatory requirements, firms can easily reconcile from swap data repositories with internal daily trade representations

How Metro Bank improved and scaled its fraud detection activities.

Learn how the automation of relief at source from onboarding to position-based analysis helps Xceptor clients overcome complexity.

Discover how ICBC Standard Bank streamlined its trade confirmations process, increased control of its derivatives operations and took cost out of its business.

Onboarding is complex. It involves lots of data and documents and lots of teams - often requesting the same information many times. Xceptor has helped our clients' clients improve their customer experience and onboarding times through automation.

How HSBC simplified a complex fund onboarding process and turned it into a growth opportunity.