Creating a step change in client tax services
Discover how Northern Trust is using Xceptor to build its global tax platform for its Asset Servicing business.
In an increasingly competitive and commoditised marketplace, asset managers are looking for ways to rapidly become more customer centric. This key is to start with intelligent automation and focus on operational excellence. This then enables the delivery of a more informed and personalised customer experience.
An industry in transition as it begins its journey of digital transformation. And all roads lead to data. By putting data at the heart of intelligent automation, asset managers will be able to understand how it all ties back to their clients. This will enable processes to be streamlined and a better service to be delivered.
• Onboarding new funds
• Capture and transformation of data from multiple sources such as Pdfs, emails and spreadsheets
• Fee reconciliations
• Programmes of EUD eradication and creation of transparent audit trails
• Automation of client onboarding data capture
• Regulatory reporting reconciliation