Asset Managers: enhancing operational efficiency

Xceptor’s artificial intelligence-powered automation solution empowers asset managers to deliver faster, smarter, and more personalized outcomes.

Turn intelligent automation into a competitive advantage

Acquire new customers efficiently, adhere to regulation, and maintain margins as operating costs rise and market conditions change. 

Manage data complexity

Manage data complexity

Manage data complexity

Manage data complexity

Extract and configure data from any source, channel, or legacy system.

Make more informed decisions

Make more informed decisions

Make more informed decisions

Make more informed decisions

Consolidate structured and unstructured data to increase visibility and improve insights.

Ease compliance concerns

Ease compliance concerns

Ease compliance concerns

Ease compliance concerns

Reduce operational risk, bolster regulatory compliance, and eliminate end user computing through data validation, reconciliation, and robust audit trails.

Improve Margins

Improve Margins

Improve Margins

Improve Margins

Streamline business processes and eliminate manual tasks to achieve cost reductions.

Increase Customer Satisfaction

Increase Customer Satisfaction

Increase Customer Satisfaction

Increase Customer Satisfaction

Make informed investment decisions, communicate more effectively, and deliver a superior customer experience.

Automation for the asset management industry

Client Servicing

Fund and Client Onboarding
Fund and Client Onboarding
Fund and Client Onboarding

Reduce time to revenue and streamline regulatory compliance.

Client Management and Outreach
Client-Outreach
Client Management and Outreach

Provide a market-leading customer experience and operational efficiencies.

Operations

Confirmations
Confirmations
Confirmations

Meet condensed settlement timelines, increase trade volumes, and reduce the risk of financial loss.

EUC-Remediation
EUC-Remediation
EUC Remediation

Migrate risky end user computing applications to a centralized platform with enterprise controls. 

Reconciliations
Reconciliations
Reconciliations

Automate reconciliation processes to quickly identify and resolve discrepancies.

Reporting
Reporting
Reporting

Simplify transaction and regulatory reporting by automatically capturing and transforming all data in a centralized platform with full auditability.

Tax
Tax
Tax

Automate complex tax workflows from end to end to reduce risk and offer more comprehensive services.

What our customers say

Head of Securities Services Business Unit HSBC

We can now focus on growing our business pipeline and take on additional funds. Xceptor allows us to significantly reduce the time and risk inherent in the migration processes and take on more complex work.

Featured insights and resources

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

Achieve excellence with asset management process automation

Achieve excellence with saas software asset management