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Product sheet

Xceptor Client Lifecycle Management

Boost efficiency with end-to-end client lifecycle automation

The hidden cost of fragmented client management

Financial institutions struggle with disconnected systems and manual processes across the client lifecycle:

  • Missed opportunities
    Missed opportunities Poor coordination results in delayed revenue generation.
  • Frustrated clients
    Frustrated clients Slow and clunky onboarding leaves clients dissatisfied.
  • Lack of visibility
    Lack of visibility Inadequate oversight across client touchpoints leads to an inability to determine where in the lifecycle the client is (relationship manager).

  • Multiple teams
    Multiple teams Transitions between teams consisting of manual touchpoints causes delays and errors.
  • Unable to manage compliance lifecycle milestones
    Unable to manage compliance lifecycle milestones Relying on people to reach out to clients to ensure documentation is completed.
  • Data silos
    Data silos Multiple systems create barriers between relationship management, onboarding, and account servicing.

What can it do for you?

Xceptor delivers an optimized reconciliation process for greater accuracy and control – putting the power into the hands of the people that understand the business, and the data, the best.

  • Reduce manual effort
    Reduce manual effort Speed up balancing and correct discrepancies by ingesting and preparing the data up front
  • Accelerate time to market
    Accelerate time to market Respond quicker to market changes, and onboard new brokers / markets / instruments faster.
  • Eliminate errors
    Eliminate errors Proactively spot and resolve trade mismatches without manual intervention.
  • Total oversight
    Total oversight Gain a comprehensive real-time snapshot of equity balances encompassing P&L, trades, positions, and cash flows in one consolidated view.

Start client relationships on the right foot – in days, not weeks

Xceptor offers a single platform to manage your entire client journey, from initial request through onboarding to ongoing account management – with real-time visibility across the process. Unlike point solutions that address only specific stages, our platform seamlessly integrates all client lifecycle processes for faster onboarding and happier clients. It connects with your existing systems and empowers business users to configure workflows independently, without IT dependency.

Additionally, Xceptor excels in processing complex, unstructured data, and has the flexibility to adapt to changing requirements, future-proofing your operations.

Streamline relationship management

Streamline relationship management

Streamline relationship management

Streamline relationship management
  • Capture and validate client requests across all channels
  • Automate due diligence checks and risk validation
  • Provide instant feedback on client submissions
  • Handle complex multi-signatory processes efficiently
  • Track SLAs and trigger automated follow-ups
  • Maintain complete audit trail of all interactions

Accelerate client onboarding

Accelerate client onboarding

Accelerate client onboarding

Accelerate client onboarding
  • Create digital task libraries for business users all in one place
  • Automate document generation and distribution
  • Execute tasks across markets/products concurrently
  • Maintain real-time progress visibility

Optimize account opening and servicing

Optimize account opening

Optimize account opening and servicing

Optimize account opening
  • Seamless integration with all internal systems
  • Automated account setup across platforms
  • Intelligent distribution of renewals/reminders
  • Dashboard highlighting upcoming deadlines
  • Streamlined offboarding processes

Improve client experience while accelerating time to revenue

Our clients have transformed their onboarding journey into a fast, transparent, and accurate process while reducing manual effort.

Onboarding
Rapid onboarding

From 6 weeks to 6 days.

increased efficiency
Increased efficiency

50% reduction in account opening times.

Greater productivity
Greater productivity

Increased volume of account requests processed

Enhanced governance
Enhanced governance

Standardized processes with improved oversight to support compliance.

Head of Operations

Maitland

quoteWe turned to Xceptor as it gave the best fit of the qualities we needed – genuine automation and flexibility for the business users. We recognized that not only would it be a cost effective way to automate managing our new clients, but it could be applied to our existing customers too. We also saw great potential for Xceptor to be used for other data problems in our organization and Xceptor has indeed proved very valuable for our operations team.

Key capabilities

Intelligent process automation

Automation

Intelligent process automation

Automation
  • No-code workflow designer for business users
  • Automated document generation and routing
  • Real-time data validation and enrichment
  • Complete audit trail and reporting
  • SLA monitoring and automated escalations

Advanced document management

Advanced document management

Advanced document management

Advanced document management
  • Automated processing of unstructured documents
  • Intelligent data extraction and validation using AI
  • Centralized document repository
  • Automated indexing and retrieval
  • Secure document distribution

Enterprise integration

integration

Enterprise integration

integration
  • Pre-built connectors to core banking platforms
  • Integration with KYC/AML providers for automated compliance handling
  • Real-time data synchronization
  • Flexible deployment options (cloud/on-premise)
  • Role-based access control

Ready to discover what Xceptor can do for you?

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Ready to discover what Xceptor can do for you?