Insights and resources

Xceptor at SIFMA Ops 2025: Uncover key insights from partner workshop with OnCorps AI on AI and automation adoption.

This eBook provides a practical framework to help capital markets firms implement automation and AI effectively.

Discover the case for digital transformation in capital markets. Learn how to improve efficiency, reduce risk, and future-proof your operations today.

New research by Crisil Coalition Greenwich reveals that operational efficiency is a crucial driver for digital transformation in capital markets.

Explore how operational efficiency is driving digital transformation in this discussion with Crisil Coalition Greenwich.

Discover the role of intelligent data automation (IDA) in capital markets and how these platforms have evolved.

Xceptor at InvestOps Connect Europe 2025: Explore the highlights, industry challenges, and technology’s role in operations.

Find out how Danske Bank and Xceptor are leveraging Gen AI to fuel growth strategies.

Learn how Xceptor delivers enhanced client services and operational efficiency, expanding from tax to reconciliations.

Discover how Xceptor's purpose-built automation platform tackles the biggest operational challenges in capital markets.

Use AI to extract key information from documents - whatever the format (structured, unstructured, semi-structured) - with speed and accuracy.

Missed us at the GDS Banking Innovation Summit on May 21-22, 2025 in Tampa, Florida? Schedule some time with us!

Missed us at InvestOps Europe Connect 2025 on May 22-23 in London? Schedule some time with us to learn about Xceptor's data automation platform.

Xceptor’s Document Intelligence transforms how financial institutions process tax documentation.

Did you miss us at SIFMA Ops in Orlando? You can still book a meeting with us to learn more about Xceptor's Data Automation Platform.

Discover how technology teams in capital markets can leverage data and workflow automation to enhance operational resilience.

Missed us at the 16th Annual Operational and Back Office Excellence in Banking Summit? There's still time to book a meeting with our team to learn abo...

Take control of your regulatory reporting process and adapt quickly to changing requirements

Streamline document processing with Xceptor's AI automation

Did you miss us at GAIM Ops Cayman 2025? There's still time to schedule a meeting with our team to learn about Xceptor's data automation platform.

Discover how capital markets firms are transforming operational efficiency with process automation. Learn from industry experts and Xceptor clients ab...

As Europe’s capital markets industry braces for the transition to T+1 settlement cycles, the UK Accelerated Settlement Taskforce (AST) has unveiled it...

Our latest video showcases the power of AI-driven data extraction and intelligent workflow automation, enabling your operations team to handle peak vo...

Missed us at InvestOps USA? Book a meeting and learn more about the Xceptor Data Automation Platform.

Discover Xceptor's 2025 product roadmap that puts practical AI applications and cloud solutions at the centre of what we do for capital markets operat...

Read our e-book to understand how you can overcome traditional challenges with listed or exchange-traded derivatives.

Did you miss Xceptor at Stand 32? You can still book a meeting and discover how AI and data automation are set to reshape fund operations.

Transform fund administration operations with data automation

Did you miss meeting Xceptor at Booth #33? Get in touch to discover how our AI-powered automation drives innovation, improves decision-making, and enh...

Explore how the private credit market's growth impacts loan operations teams and how loan notice management alleviates these challenges.

Discover how automation transforms client onboarding in financial services, reducing time and enhancing client experience.

Every buy-side firm is looking for ways to reduce costs and streamline operations. Here are some insights from successful automation initiatives.

Overcome notice volume and complexity by combining automation with AI.

Paul Duffy explains what EU FASTER is and how the process involved will work.

Here are a few of the key trends we expect to see more of in AI and Data Automation in 2025

Boost efficiency with end-to-end client lifecycle automation.

A webinar discussion tackling the challenges faced in the fund administration sector that hinder efficiency and compliance.

Explore the barriers organizations must overcome to prepare for FASTER and learn how data automation can help you succeed amid the transition to digit...

Digitizing tax processing is no longer a nice to have. Discover the essential steps to digitize your tax processes in our webinar with KPMG.

This short demo will show you how to process unstructured documents using Xceptor Tax Intelligence.

Learn how augmented data quality (ADQ) enhances data accuracy, risk management, and compliance, while reducing manual efforts and costs.

This webinar reviews the challenges of buy-side data management across structured and unstructured data, and approaches to improvement including data ...

The fundamental lesson from North America for Europe and Asia

Discover how AI is revolutionizing unstructured document processing and transforming your business operations.

The ValueExchange is bringing together experts from Citi, Delta Capita, FIS Global, and Xceptor for a webinar to discuss how firms are navigating this...

Listen now to our webinar with A-Team Group discussing augmented data quality and how it is leveraging data, artificial intelligence, machine learning...

Did you miss meeting Xceptor at booth #16? Get in touch to discover how our AI-powered automation can enhance your credit and loan lifecycle managemen...

Did you miss meeting with Xceptor at booth #412? Get in touch to discover how our data automation can enhance your back-office operations.

Learn how the team at Catalyst reduced daily reconciliation time by 50+%.

Here are our four takeaways, and a welcome update, that we took from the 3-day derivatives conference.

Did you miss meeting with Xceptor at FIA IDX? Why not book a meeting and learn more about how we are revolutionizing data automation.

Read on to learn about the rate of adoption of GenAI in financial services, the most common use cases and tips for your organization to get started.

We're excited to share our story behind the award showcasing our commitment to revolutionizing data management and processing.

One key takeaway from LSTA is that the market is being propelled to accept the need for increased digital transformation and data-centric processes.

Xceptor and AI's impact on Account Onboarding, Confirmation Matching and Tax Management

Operational efficiencies are the top strategic priority for firms in 2024 - read our key takeaways from InvestOps 2024.

In this session with Coalition Greenwich we discussed the immense potential of these technologies, particularly for operations teams within financial ...

Did you miss us at LSTA Ops? Book a meeting and learn more about AI-powered automation for credit and loan lifecycle management.

In honor of International Women's Month, we invite you to watch our special panel discussion focused on Women's Impact in Technology within Financial ...

Explore complex topics with ease using our glossary. We've gathered essential terms and clear definitions to simplify your understanding of diverse su...

Missed us at InvestOps? Book a meeting and learn more about the Xceptor Data Automation Platform.

Generative AI and document intelligence offer immense potential for financial services companies – most notably for operations teams.

Energy market participants must accelerate their use of automation and technology to meet the challenges of a growing, more complex trading environmen...

Now we know - T+1 is happening. What’s less clear, and where debate is raging, is whether the UK should align more closely with the US and implement ...

Our cars can park themselves when we arrive at the office and ChatGPT can write emails for us - but many financial firms still receive faxes daily.

Financial markets are interconnected, complex and filled with risk.  Can data automation help them achieve end-to-end processing and interoperability ...

As 2024 approaches, we wanted to understand the state of data automation in middle and back offices. Here are some interesting statistics we uncovered...

As 2023 draws to a close, we look towards a new year that will continue the transformation of financial services, driven by technological innovation a...

Global advisory firm Deep Analysis has spotlighted Xceptor in their latest vendor vignette.

According to McKinsey, onboarding is a great opportunity for financial institutions to differentiate themselves, win corporate customers, increase eff...

EU moves to simplify withholding tax must address the practical realities of dealing with 27 different authorities

Learn how Xceptor helped Schroders streamline their operations, achieve high data accuracy, and robust governance.

This short demo is designed to provide you with a taster of the Xceptor platform capabilities.

Without data automation, Capital Markets firms will continue to deal with slow, inefficient processes and the never-ending remediation of errors due t...

This session will delve into strategies for improving trade lifecycle efficiency, managing vast data volumes, and implementing process automation effe...

Coalition Greenwich research underscores the urgency for tech and automation in capital markets due to the 2024 deadline for T+1 settlement.

As the dust settles on Sibos 2023, I look back at the deliberations including the prospect of a frictionless T+1 settlement ecosystem, the role of AI ...

We are removing the need for mundane manual work while boosting high-value activities.

Watch our video for a high level overview and demonstration of two modules from the Tax Processing Solution

Reconciliation is an often overlooked and undervalued activity within financial services.

Learn how our client reduced their daily trading positions tracking from three hours to less than five minutes.

This short video is designed to introduce you to Xceptor Tax Processing and the seven modules that make up the product.

How a leading bank successfully used natural language processing to automate its email review process.

Funds Europe has sought insights from some of the speakers at Sibos 2023 including our very own John Bevil.

Discover how a leading bank transformed its complicated fund onboarding process from an expensive burden to a significant business growth opportunity ...

There will be times when business users require a tactical, efficient, and convenient reconciliation tool to solve a business need. EUCs respond quick...

John Bevil shares his thoughts on how technology can help businesses achieve their T+1 targets with A-Team Insight.

Did you miss us at Sibos? Why not book a meeting with us to find out how Xceptor can automate your back office processes.

We teamed up with Firstsource to launch a solution tailored specifically for fund admins who are facing the realities of T+1.

There are "no easy fixes" for many issues around T+1, according to speakers at Xceptor's 20th anniversary celebration event.

Learn how to unlock your potential with an Xceptor Center of Excellence.

Find out how a leading investment bank eliminated keying errors, reduced costs and established an audit trail to effectively manage its data.

The automated capture, production and management of tax reclaims have transformed the tax reclaim process from income payment to credit of reclaims.

How a global bank's successful, rapid automation of its trade confirmations process led to further rollout to another division.

Why you should prioritize providing a withholding tax relief at source service to your customers.

This short demo is designed to provide an introduction to the Xceptor tax processing capabilities.

The webinar will discuss an approach to systematically and efficiently remediate EUCs, also known as EUD or EUDA, at scale while continuing to remain ...

Find out how Xceptor accelerated a global investment bank’s reconciliations process by 50-75%.

In the first of our tax operations transformation series, we focus on automating tax documentation management to maximize tax relief at source.

From May 28, 2024, US Securities and Exchange Commission will move from a two-day settlement cycle (T+2) to a one-day settlement cycle (T+1).

Read the e-book to understand what financial institutions can do to prepare adequately for T+1.

Replacing legacy tech with new automated systems is no easy feat as various challenges arise.

How a global bank has successfully upped its game using AI to improve its fraud detection capabilities.

How our client creates a positive customer experience through automated client onboarding.

If you missed the lunch and learn session. Get in touch to learn more about the rise of APIs and the cloud - challenges and opportunities for shorter ...

EUCs are essential to your operations. But they represent risk. Learn how to identify and manage EUC risks across your business.

Efficient and accurate reconciliations are critical for ensuring data consistency.

Clients are reporting that T+1 is front and centre of their Spring workload and, for many, 2023 is the year of implementation and refinement.

This short demo will provide you with an introduction into the capabilities of Xceptor client outrech.

We look at what the future might look like for Withholding Tax reclaims and how firms can flex to meet the demands of a modern WHT landscape.

For any reconciliation to operate effectively it must be provided with readable and complete data.

Register for Xceptor and Wipro's webinar to assess your T+1 readiness and accelerate your automation strategy

Reconciliation is essential to client satisfaction and data consistency, where multiple copies of the same trade data are maintained across firms.

We look at how firms can proactively ready themselves for the next transformational leap in processing and settlement cycles.

In the first instalment of our two-part on the world of withholding tax (WHT), we look at some of the key issues for WHT reclaims.

For T+1 to make successful in-roads into a more robust and efficient post trade infrastructure, clear examination and a review of the confirmation pro...

How a leading global bank increased rates of straight through processing (STP) while reducing its risk and costs.

Automate, consolidate, and control the issuance and matching of multi-asset confirmations in a single product.

Automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control to Financial Institutions.

Helping Financial Intermediaries to stay on top of tax processes, handling data driven requirements for operational taxes more efficiently.

Our latest T+1 blog addresses the need to automate transaction management to meet intra-day trade settlement.

A major impact to capital markets infrastructures by moving to T+1 is the reduced time for remediating sub-optimal account onboarding and account and ...

Is your tax processing getting out of hand?

Take a closer look at how your organisation and your customers can benefit from end-to-end automation of semi-structured and unstructured documents.

A global move towards T+1 settlements will likely create added benefits, if not examined at a strategic macro level, there could also be complications...

The competent extraction and transformation of data while offering end-to-end automation of complex processes will be imperative in 2023.

Discover how you can reduce the time it takes to onboard a new client and provide a better experience.

With new industry operating initiatives coming to fruition, learn how Xceptor works to solve these challenges, and simplify multi-asset class post-tra...

For too long, a fragmented European Withholding Tax landscape has stifled cross-border investments while resource-intensive reclaim procedures have le...

Register now to find out how to communicate to clients at scale and fast.

Register for Xceptor's webinar to find out how you can automate simple to complex reconciliations in one single platform.

Register for Xceptor's webinar to find out how you can automate the compliance process.

Dan Reid joins Ramesh Revuru - VP & Global Head of Digital Engineering at LTI to take a deep dive into the world of low code / no code platforms

How our client utilized RPAs to automation 6,000 back-office processes.

This International Women’s Day we’re proud to join voices across the world in celebrating women’s achievements.

Could there be good news in the offing? In our latest podcast, PJ says the quest for digital standards that simplify complex regulatory reporting is o...

For more than a decade, Xceptor has been fortunate to sit at the heart of an engaged and active tax community.

SWIFT messages are pervasive in financial services processes and the ability to easily convert SWIFT messages into useful data inputs and get them out...

Only a shift in mindset will bring about transformational change in reconciliations. Now is the time to make a difference to how the function operates...

Capco's Jibs Ahmed threw down the gauntlet to Capital Markets firms – do data properly so that reconciliations don’t exist.

A c-suite perspective on what matters when it comes to data.

Dan Reid, CTO of Xceptor, shares his insight on the common ground between data engineers and business analysts

Andrew Kouloumbrides, shares why trusted data is essential to making better decisions. Data-driven and customer-centric decision support should be the...

Forrester carried out a Total Economic Impact study to calculate the cost savings and business benefits of using Xceptor.

Download the exclusive HFS Hot Vendors report for more information on the vendors that are helping firms build tech stacks for the future.

Read the HFS highlight to discover the benefits of an industry-specific approach.

We examine how the financial services industry can adopt five transformation levers to get the most out of AI investments. Download the report and dis...

It’s time for Regulatory 2.0 – major regulators and international bodies are starting to step back and review their regulations, asking – why did we d...

Opinion piece by Xceptor CEO, Andrew Kouloumbrides: Many firms are underutilizing the full potential of automation technology. How can firms overcome ...

Download this exclusive Adox report commissioned by Xceptor - Analysing the impact of data exception management.

Push aside the AI hype and identify practical applications that deliver tangible returns. That's the mission for augment automation.

The main drivers for digital transformation programmes should be differentiation and customer value. With this approach, greater cost reduction is ac...

The Celent digital transformation guide Capital Markets are reading - Digital starts with data.

Secure your own survival. Download our digital transformation report for financial institutions and protect your future.

Now is the time to focus on the looming buy side account opening deluge. 2020 initial margin rules will make an already overburdened account opening f...

A recent Adox Research survey shows powerful stakeholders in compliance and other front-line functions, are targeting data exceptions as the missing l...