Recently, we gathered Xceptor clients and industry experts to discuss the challenges and benefits of bringing automation into their organizations. Xceptor’s Jack Lupica led a panel discussion with Clinton Mortley, John Kotsonouris and Ekaterina Yaremko that addressed topics including the unexpected benefits of automation, overcoming friction on the automation journey, and the future of automation and AI. 📽️ Watch the video to hear some of the insights and lessons our participants shared from their automation journeys. Interesting in learning more? Read the full blog: https://bit.ly/41uSemy #AI #DataAutomation
Xceptor
Software Development
London, England 21,243 followers
Xceptor empowers business users within Financial Institutions to build automated processes that deliver trusted data.
About us
Our mission is to empower financial services companies to build automated processes that deliver trusted data and create better customer outcomes. At the same time, we aim to increase our clients’ productivity, reduce their time-to-market, and optimize their operational processes. Essentially, we make the lives of our clients, and their customers, easier. Our platform and products provide financial services teams with the digital skills they need to succeed in the digitized world we now live in. Automated data is fast becoming a critical necessity for financial institutions as demand for trusted data automation grows. As trade volume increases, so does the number of transactions that are processed. This creates the need for increasingly complex regulations. As such, decoupling data from processes is no longer a viable option for financial services companies. That’s why we’ve created a platform that automates the processing of data while ensuring all compliance is met. In turn, we deliver a higher return on our clients’ investments along with faster times to market. We understand the evolving needs of the markets, and so we’re able to provide our clients with products that enhance the most critical and complex processes, all through an exceptionally configurable platform. Our products help companies convert structured, semi-structured and unstructured, multiple-format and fragmented data into trusted, reliable sources. The comprehensive, end-to-end nature of our products has enabled us to become a leader in the financial services market.
- Website
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https://www.xceptor.com
External link for Xceptor
- Industry
- Software Development
- Company size
- 201-500 employees
- Headquarters
- London, England
- Type
- Privately Held
- Founded
- 2003
- Specialties
- Data Management, Reconciliations, Tax, AI, Fund Administration, Regulatory Reporting & Compliance, Back & Middle Office, Confirmations, Data, RPA, Machine Learning, Capital Markets, Asset Management, Data lineage, Data normalisation, DLT adoption, process automation, Data transformation, Digital transformation, Securities Services, Asset servicing, Natural language processing, Artificial intelligence, and Post trade efficiency
Products
![Click here to view The Xceptor Platform - intelligent data automation for Financial Services]()
The Xceptor Platform - intelligent data automation for Financial Services
Robotic Process Automation (RPA) Software
Xceptor’s enterprise-grade, highly configurable data automation platform is designed specifically to meet the needs of the financial services industry. The platform ingests data and transforms it for use in thousands of possible workflows for our clients’ operational processes. Users can configure the platform to manage their most complex and difficult data challenges, converting unstructured data to structured, usable and trusted data for any process across pre-and post-trade, client, regulatory or operational workflows. Xceptor connects to any source, in any format, and extracts the relevant data for transformation and validation. Our technology classifies documents, segments them, and extracts the data from files as varied as forms, PDFs, emails or even faxes. Clients can build applications to support their business workflow requirements with almost no limitations – if they can conceive of a way in which their data should be transformed to improve a process, they can create it.
Locations
Employees at Xceptor
Updates
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Drowning in loan notices? There’s a better way. With syndicated loans growing at a rapid rate, operations teams are inundated in notices. In this video, you’ll see how Xceptor transforms loan notice processing. Discover how you can leverage Data Automation and AI to: - Extract data from even the most complex multi-transaction notices - Match loans to your internal systems of record automatically - Route exceptions and eliminate processing bottlenecks Stop letting your teams waste hours on manual processing. 💡See why leading banks trust Xceptor to transform their loan operations without adding headcount. 📽️ Watch our video to learn more. #LoanNoticeProcessing #Dataautomation #AI
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🕒 Preparing for T+1 Settlement in the UK: A New Era for Europe's Capital Markets As Europe’s capital markets brace for the transition to T+1 settlement cycles by October 11, 2027, the UK Accelerated Settlement Taskforce (AST) emphasizes automation as key to overcoming challenges. Learning from North America’s experience, discover how automation can help firms: ✅ Drive down costs and prevent increased headcount ✅ Reduce risks and ensure compliance ✅ Position themselves for long-term success Ready to future-proof your operations for T+1? Read our full blog from John Bevil and learn how Xceptor can help your organization prepare 👉 https://bit.ly/4hxJS3m
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Thank you to everyone who attended John Joseph's panel discussion on Pushing Automation Boundaries and visited us at Booth #32 at InvestOps in Orlando earlier this week. Key topics included: ➡️ Demonstrating the application of automation tools as business value creators. ➡️ Ensuring automated processes adhere to operational risk parameters. ➡️ Designing future state operating models to benefit from automated front-to-back, cross-asset processing. Missed us at InvestOps? Book a meeting to learn how Xceptor can transform your automation journey 👉 https://bit.ly/3DDfQ0q #InvestOpsUSA #DataAutomation
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Attending InvestOps? Don't miss this panel discussion! Join us on Buy Side Innovation Day for an insightful panel discussion on Pushing Automation Boundaries. Our Head of Sales Engineering - John Joseph will be moderating this session. 🕧 Time: 12:30 PM 📍 Location: Mediterranean 6-8 Explore how you can leverage the latest advancements in automation technologies to streamline post-trade processes, boost trade processing speed, and reduce operational risk Key topics include: 🔹 Demonstrating the application of automation tools as business value creators 🔹 Ensuring automated processes adhere to operational risk parameters 🔹 Designing future state operating models to benefit from automated front-to-back, cross-asset processing Panelists: Tony da Silva, Managing Director, Global Head of Public Markets Middle Office - Morgan Stanley Investment Management Allison Tanenbaum, Global Head of Trading Operations - Apollo Aish Agrawal, Managing Director, Infomediary Data Solutions - Brown Brothers Harriman Charles DeLuca, Tier 1 Buy-Side Solutions Leader - Bloomberg Don't miss this opportunity to gain valuable insights and network with industry leaders. See you there! #InvestOps #BuySideInnovation #Automation #FinancialOperations #Xceptor
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Struggling with reconciling listed or exchange-traded derivatives (ETDs)? Download our e-book to understand how you can overcome traditional challenges and transform your financial operations. 📘 Reconciling total equity for ETDs is a critical process for financial institutions. Yet legacy or internally-built reconciliation systems can lead to significant data management challenges, increasing operational costs, exposing the firm to financial and compliance risks, and limiting scalability as the business grows. Get your copy now and discover: 🔹 Opportunities for competitive advantage 🔹 Key reconciliation challenges to overcome 🔹 The negative impact of inefficient processing 🔹 Key focus areas for improvement 🔗 Download now: https://bit.ly/4i5iQ4I #Reconciliation #FinancialOperations #Xceptor #FinanceAutomation
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The latest edition of Xceptor Exchange is here! 👀 Read on to discover: 🔹 Automation’s Role in Tax Digitization Ahead of FASTER 🔹 How AI and Automation Are Transforming Loan Notice Management 🔹 Ways Financial Services Institutions Are Leveraging Automation Read more 👇 #XceptorExchange #DataAutomation #AI
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Xceptor is heading to InvestOps USA in Orlando this March! 🌴 We can't wait to meet you and chat about how our innovative data automation platform can transform your operations. Let's connect and explore the future of data together! Event details: 📍 Location: Stand 32, JW Marriott Grande Lakes, Orlando, FL 📆 Date: March 10-12 2025 🔗 Book a meeting with us: https://bit.ly/4gWhlEw Looking forward to seeing you there! 😊 #InvestOpsUSA #DataAutomation #MeetUsInOrlando
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Thank you to everyone who attended Gil's session on AI and data automation in Digitization - Room Meridian 1! For those who couldn't make it or want to dive deeper, we're sharing insights on how these technologies are set to reshape capital markets operations. ➡️Visit us at stand 32, level 2 to continue the conversation and explore the future together! #BVIFundOperations #CapitalMarkets #AI #DataAutomation
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Visit us at stand 32, level 2 at the BVI Fund Operations Conference at Kap Europa to explore how the Xceptor platform is revolutionizing operational processes in the financial industry. Let's transform your processes together! #BVIFundOperations #DataAutomation
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