About Xceptor

Trusted by leading global banks to improve their business processes

iStock-1146468341_1500x1000

Our mission

We empower business users within financial institutions to build automated processes that deliver trusted data.

What we stand for:

  • Our values sit at the heart of our business, driving who we are and how we work.
  • Ambition is in our DNA, and we embrace the opportunities ahead.
  • Innovation. Our curiosity and desire to grow drives us to learn from our customers and those around us.
  • Trust. Our people are empowered, accountable and deliver.
  • Collaboration. We pull together, step up and focus on outcomes.
  • Quality. The brilliance of our people makes a positive difference.

Dan Reid
Our CTO and co-founder

Xceptor logo-1

quoteIn the early days of automation, available desktop-based tools comprised multiple, locked-in manual steps and they didn’t scale particularly well. Higher end tools offered more in the way of scalability, and provided adequate audit and compliance functions, but they were slow and only dedicated engineering teams could use them effectively. The Xceptor platform represents a drastic evolution. Empowering business users to automate their data flows, trust their data, digitize their processes end-to-end, and improve interoperability. Enabling them to bring data and processes together.  It’s fast, limitlessly scalable, almost wholly automated, and anyone can be trained to use it.

About us

An automation revolution

Our journey started in 2003 when our co-founder, Dan Reid, came together with two friends and former colleagues, all with backgrounds in Banking and Financial Services, and formulated an ambitious plan to revolutionize data centered processes in the industry.

Back then, automation tools were either highly technical or desktop-based; better thought of as ‘assisted manual automation’. While offering some scalability, audit, and compliance, the higher end tools operated on a slow cadence and only dedicated engineering teams could use them effectively. Meanwhile, the desktop-based variants comprised locked-in manual steps and didn’t scale adequately.

We saw an opportunity to build an enterprise grade platform that would put process automation directly into the hands of business users, reducing the reliance on technical teams. A platform that could be scaled across enterprises and would meet stringent audit and regulatory requirements.

And so, Xceptor was born.

corner_04
5 Global offices
230 Employees
100 Financial companies
14 Top 50 global banks
7 Top 10 global custodians

Our solutions


We have a range of industry-leading solutions, built on the strength of our highly configurable data automation platform.
 
left-arrow arrow-right
Trade-Ops-tile
Trade Operations

Simplify and centralize your post-trade activities and enhance your efficiency and accuracy with automation.

Tax-tile
Tax Processing

Navigate tax complexities with ease and effortlessly stay compliant.

Client-onboarding
Client Onboarding

Deliver an exceptional onboarding experience, building trust and exceeding expectations while meeting regulatory demands.

Reconciliations-tile
Reconciliations

From simple to complex, our platform automates reconciliations end-to-end, reducing errors and boosting efficiency.

Meet our leadership team


Experts in financial services, capital markets and enterprise software.
Meet our leadership team

Awards and accreditations

Xceptor is ISO 27001 certified and trusted by the world's largest banks

ISO 27001 information security management
 
 

Careers

Our values sit at the heart of everything we do and when we're looking for the best of the best to join us, we look for people who share our values.

Featured insights and resources

Get our expert insights and resources to learn more about how we’re supporting financial services transformation.