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Xceptor & SmartDX

Together, we enable financial institutions to automate data preparation, document generation and client communication, reducing risk, improving efficiency and ensuring compliance.

Our partnership

Xceptor’s intelligent data automation platform and Smart Communications’ SmartDX document generation solution have evolved through an 18-year partnership to deliver an end-to-end post-trade documentation workflow. 

Post-trade processes are often fragmented and manual. Combining Xceptor’s data automation capabilities with SmartDX’s expertise in complex document generation, we provide a seamless joint solution that addresses:

Number one

Data fragmentation and manual intervention

Number two

Inefficient email-based dispute resolution

Number three

Regulatory complexity and compliance demands

Our solution

Data intelligence & automation dropdown

  • Xceptor: Automates data ingestion, validation, enrichment (including BOM), and workflow orchestration for post-trade processes.
  • SmartDX: Generates complex, regulatory-driven documents such as OTC confirmations, structured products, and legal agreements with speed and accuracy.
  • Together: Provide fully integrated data-to-document flows, removing manual touchpoints, ensuring data integrity, and accelerating document generation.

Operational efficiency dropdown

  • Xceptor: Streamlines data preparation and workflow, reducing duplication and errors.
  • SmartDX: Provides automated, rules-driven client documentation management with a business-user-friendly designer for consistent multichannel output.
  • Together: Link multiple lifecycle use cases, simplify event amendments and dispute resolution, and deliver straight-through processing from trade data to executed confirmations.

Compliance confidence dropdown

  • Xceptor: Ensures alignment with evolving regulations including MiFID II and EMIR, supporting global jurisdictions.
  • SmartDX: Full audit trail of all communications and interactions, accurate generation of regulatory documents, and 4-eyes approval processes.
  • Together: Provide a compliance framework with transparency and control.

Scalability & flexibility dropdown

  • Xceptor: Integrates with existing systems and adapts to diverse client needs.
  • SmartDX: Easily ports existing dealer templates; supports global onboarding for buyside and broker/dealer clients.
  • Together: Enable scalable deployment across geographies, business lines, and document use cases.

AI-enabled intelligence dropdown

  • Document Analysis: Automated data extraction, clause segregation, categorisation, and change summarisation.
  • Document Comparison: Compare counterparty documents, identify variations, and link back to shared content libraries.
  • Outcome: Increased accuracy, reduced manual review, and improved content governance.

Client experience & strategic advantage dropdown

  • Faster, more accurate confirmations.
  • Reduced operational risk and service delays.
  • Enhanced transparency and real-time status updates.

Control

Control

 Take charge of post-trade documentation with intelligent automation, dynamic workflows, and full auditability. Reduce risk and ensure data integrity across complex processes.

Connect

Connect

 Unify Xceptor’s data automation with SmartDX’s document generation to create an integrated post-trade ecosystem. Break down silos between data, documents, and client communication across the entire lifecycle.

Comply

Comply

 Stay ahead of regulatory demands with proactive compliance tools. Ensure accurate, timely confirmations, and alignment with global standards – with full transparency and auditability. 

Let’s talk

 To learn more about how Xceptor and SmartDX can transform post-trade documentation and workflow, contact your account manager or visit: 

xceptor.com | smartcommunications.com

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