Xceptor is a UK-based company providing an intelligent data automation platform for financial services. It helps firms automate complex workflows like reconciliations, trade operations, tax processing, and client onboarding. The platform connects to any data source, extracts and transforms data with AI, and orchestrates workflows across people and systems. Key features include AI-powered document intelligence, low-code automation, and enterprise-grade governance. Xceptor serves global financial institutions, including top banks, custodians, and asset managers, enabling efficiency, accuracy, an…
Vendor
Xceptor
Company Website
- Intelligent Document Processing (IDP)
AI-powered intelligent document processing that converts unstructured documents into trusted, workflow-ready data.
- Automation Center of Excellence
Enterprise-grade Automation Center of Excellence to scale data automation, governance and citizen development.
- Confirmations
Automate and accelerate multi-asset trade confirmations with Xceptor's intelligent data automation platform.
- Platform
AI-powered data automation platform transforming unstructured data into trusted workflows for financial services.
- Remediation
No-code data automation to migrate and remediate risky end-user computing (EUC) apps with enterprise controls.
- Loan Notice Management
AI-driven platform to automate, validate and standardize loan notice processing at scale.
- Regulatory Reporting
Business-led, no-code data automation to streamline regulatory reporting and speed regulatory change response.
- Post-Trade Operations
Smart no-code data automation for end-to-end post-trade workflows, enabling faster settlements and auditable STP.
- Client Outreach
Automate and audit complex client communications at scale to enhance operational efficiency and compliance.
- Tax Processing
Automated tax processing solution for financial intermediaries, ensuring compliance and efficiency.
- Client Lifecycle Management
Automate end-to-end client lifecycle processes, reducing onboarding time from months to just days.
- Reconciliations
Automate complex reconciliations end-to-end with Xceptor, ensuring data integrity and compliance in financial operations.