Drive efficiency across your operations with AI-driven automation

Revolutionize your data management processes with Xceptor. Our solutions empower buy-side firms to handle data at scale, addressing rising volumes, complex client management, and the need for improved performance.

Empower your team
with AI automation

Streamline your operations and stay ahead in today's dynamic financial landscape with our AI-driven data automation platform.

 

People standing around a desk 1

 

Increase efficiency

Process and validate data swiftly and accurately, empowering better decision-making and analysis.

Enhance productivity

Optimize data management throughout your operations, including metadata and analysis.

Accelerate revenue generation

Leverage enhanced data automation across trade and client lifecycles to elevate service delivery.

Ensure auditability

Guarantee traceability across data sources, transformation processes, and workflow integrations.

Mitigate risk

Identify data discrepancies and expedite data integration for proactive analysis and action.

Reduce costs

Experience faster, more precise, and less manual data management and processing.

Optimize every step of the way

Client servicing

Client onboarding

Client onboarding

Client onboarding

Client onboarding

Simplify and accelerate the client onboarding process with automated workflows.

TCA reporting

TCA Reporting

TCA reporting

TCA Reporting

Generate transaction cost analysis reports efficiently and accurately to provide valuable insights.

Trade allocations

Trade allocations

Trade allocations

Trade allocations

Automate trade allocation processes to ensure timely and accurate execution.

Operations

Clearing

Automation 3

Clearing

Automation 3

Automate the process of clearing transactions, ensuring timely and accurate settlement.

Trade settlement

trade settlement

Trade settlement

trade settlement

Streamline trade settlement processes to reduce errors and delays.

Collateral management

collateral management

Collateral management

collateral management

Automate collateral management to optimize asset allocation and reduce risk.

Corporate actions

Corporate actions

Corporate actions

Corporate actions

Automate corporate actions processing to ensure timely and accurate response to corporate events.

Reconciliation

Reconciliation

Reconciliation

Reconciliation

Automate reconciliation processes to quickly identify and resolve discrepancies.

Reference data management

Reference data

Reference data management

Reference data

Automate the management of reference data to ensure consistency and accuracy across systems.

What our clients say

Peter Hilborne Chief Operating Officer - Operations Group 15

The initial phases we entrusted to Xceptor comprised of critical business functions which the platform handled exceptionally well. By consolidating all other various applications into Xceptor, we have radically transformed how we process and automate data.

Featured insights and resources

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

Transform your data management operations with Xceptor today

Transform your data management operations with Xceptor today