Streamline operations with intelligent data automation

12 of the top 20 global Tier 1 custodian banks are transforming their operations with Xceptor. Our data automation platform enables custodians to increase efficiency, streamline compliance, and accelerate revenue growth.

Automate complex error-prone manual processes

Meet the demands of increased trading volume and new asset classes with Xceptor's comprehensive and user-friendly software solution.

Enhanced data management

Enhanced data management

Enhanced data management

Enhanced data management

Process, transform, and validate vast amounts of data, structured and unstructured.

Reduce operational costs

Reduce operational costs

Reduce operational costs

Reduce operational costs

Automate key processes and critical tasks to reduce manual workflows and get costs under control.

Bolster regulatory compliance

bolster regulatory compliance

Bolster regulatory compliance

bolster regulatory compliance

Provide transparency, strengthen audit functions, simplify reporting, and eliminate EUCs.

Improve decision-making

Improve decision-making

Improve decision-making

Improve decision-making

Consolidate structured and unstructured data to provide greater visibility, maintain accurate investment records, and drive better decisions.

Empower operational users

Empower operational users

Empower operational users

Empower operational users

Give business users the tools they need to configure workflows and applications and free IT teams to focus on higher-level initiatives.

Improve customer experience

Improve customer experience

Improve customer experience

Improve customer experience

Increase trust, exceed client expectations, and gain a competitive advantage through timely and accurate information and streamlined services.

An array of functions and solutions for custodian banks

Client Servicing

Client and fund onboarding
Client and fund onboarding
Client and Fund Onboarding

Reduce time to revenue and streamline regulatory compliance.

Client outreach
Client outreach
Client Outreach

Meet and exceed client service standards, give clients convenient access to information, 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 streamline daily securities settlement and bolster readiness for T+1.

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 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 transformation.

Gain complete control of your data management operations with Xceptor today

Gain complete control of your data management operations with Xceptor today