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Meet Xceptor at the OPEX World Summit

Miami, January 27-29th 2025

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Join Xceptor at InvestOps USA

Xceptor is revolutionizing data automation in financial markets. We handle the most complex data ingestion, normalization, and validation challenges for top-tier financial institutions worldwide, providing reliable data that integrates seamlessly into their operational workflows.

Xceptor clients average 95% straight-through processing.
Our solutions have led to a 86% reduction in trade capture error incidence and a 86% improvement in trade processing handling time.

 

Trusted by:

US Bank
BNP Paribas
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Schroders-150
Deutsche Bank
BNY Mellon
ocbc bank
Standard Chartered

What our customers say

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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.

Peter Hilborne, Chief Operating Officer - Operations

Schroders

 

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Join our fireside chat with Citi

Join our fireside chat with Citi

January 29th at 10:30am - Industry Game-Changers Stage A

Explore the next frontier of workflow automation: integrating advanced language models into task automation

Advanced analytics and AI are emerging as key drivers in accelerating digital process transformation across the banking, financial services and insurance industries. However, successfully integrating these technologies remains a challenge, as businesses must navigate the role of advanced analytics and AI technologies in facilitating the transition towards the next phase of digital process transformation.

  • Leverage automation to solve these challenges, improve decision-making and drive operational efficiency
  • Utilizing data visualization tools to drive insights and advanced decision-making
  • Sharing application case studies in finance, HR, payroll and other key functions

Join our fireside chat with Citi
January 29th at 10:30am - Industry Game-Changers Stage A

Explore the next frontier of workflow automation: Integrating advanced language models into task automation

Advanced analytics and AI are emerging as key drivers in accelerating digital process transformation across the banking, financial services and insurance industries. However, integrating these technologies successfully remains a challenge, as businesses must navigate the role of advanced analytics and AI technologies in facilitating the transition towards the next phase of digital process transformation.

This session will provide insights into leveraging advanced language models into task automation using AI to solve these challenges, allowing businesses to innovate, improve decision-making and drive operational efficiency.

  • Utilizing data visualization tools to drive insights and advanced decision-making
  • Exploring and integrating Natural Language Processing (NLP) and Natural Language Generation (NLG) in enhancing chatbot capabilities
  • Sharing application case studies in finance, HR, payroll and other key functions

Speakers

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Ricardo Badillo - Citi
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Ricardo Badillo

Enterprise Excellence Intelligent Automation Lead, Citi

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John Joseph
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John Joseph

Director of Sales Engineering, Xceptor

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Meet the team

Contact our sales team Book a demo
Mike Linchitz
Mike Linchitz Head of Sales
John Joseph
John Joseph Head of North American Sales Engineering
matt_rosenburg
Matthew Rosenberg Key Account Director
catherine_connor
Catherine Connor Head of Revenue Marketing

About Xceptor

Xceptor is the intelligent data automation platform for financial markets, providing data ingestion, standardization, normalization, and validation services. Catering to thousands of unique use cases, its highly configurable and enterprise-grade platform offers pre-built solutions that deliver trusted data for tax, reconciliations, confirmations, client onboarding, and allocations workflows.

With offices in London, New York, Singapore, and Cape Town, Xceptor serves nearly 125 clients and over 11,500 users across 60 countries, including banks, asset managers, hedge funds, custodians, and asset servicers.

Latest insights and resources

Get our expert insights and resources to learn more about automating asset management processes, data management and how we’re supporting financial services transformation.

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