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We were delighted to win Best Client Onboarding Solution at the Data Management Insight Awards Europe 2023. This is especially gratifying because the results of the awards are based on votes from users' financial markets community. Xceptor’s client onboarding solution is pre-configured to leverage the power of our platform to transform the way our clients automate their processes and workflows for new clients. We automate and digitize customer onboarding and account opening as a standalone solution or one that integrates with existing infrastructure to speed up the process and ensure customers enjoy an elevated first experience with our financial institution clients. According to McKinsey, onboarding is a great opportunity for financial institutions to differentiate themselves, win corporate customers, increase efficiency and drive revenue growth. Yet, when it comes to customer experience, it is often overlooked. Banks simply haven’t got a handle on onboarding automation and technology as differentiators. Automating onboarding hasn’t previously been done, or at least not well, because the complexity of the data and the number of processes required were simply too difficult for most financial institutions. It requires the ingestion of complex unstructured data, from multiple sources, and orchestrating complex workflows, all while remaining compliant with evolving regulations.
Wow, what a week we had at Sibos23. So many meetings with our clients, partners, and prospects. Engaging discussions, demos and not forgetting our reconciliations presentation. Amazing networking events including a huge thank you to UniCredit for the daily opera performances. If you didn't get the chance to meet with us and want to find out more about our data automation solution for your unstructured data - get in touch https://bit.ly/46pcsPp
Schroders is a global asset manager known for delivering robust investment performance. With over 200 years of operation, the firm has an extensive history across asset classes and currently manages over £726.1 billion (€846.1 billion/$923.1 billion) * of wealth and investments. (*As at 30 June 2023). The Schroders operations innovation team is tasked with driving innovation and transformation across the firm’s operations. The next step towards best-in-class operations and customer service involves expanding their automation capabilities and improving operational efficiencies, without removing control from their end-users. They wanted to empower their teams to process more transactions with greater speed and efficiency while minimizing the risk of errors. A wholesale conversion of data management and workflows is challenging. To differentiate itself, Schroders needed a partner capable of handling high volumes, ingesting and transforming complex data, and doing all of this within its data governance and risk tolerance levels. "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
Last month we hosted our Sales kick-off event in the UK starting with our Company kick-off and 20th anniversary parties across all of our offices. Members from our New York, Singapore and London offices came together for the week to discuss, collaborate, and share knowledge on how we can further empower business users to deliver trusted data in FY24 and beyond. Thank you, team, every single one of you made it an amazing kick-off!
Our best-in-class platform and Hexaware's financial services expertise and technical delivery capabilities have joined forces to create the Xceptor Center of Excellence. Offering innovative data automation solutions worldwide for Hexaware's banking and finance clients.
What are the key issues for Withholding Tax reclaims? Carlos Silva shares his thoughts in our latest blog. #tax #withholdingtax #financialservices #wht
A clear examination and review of the confirmation process is necessary to achieve a robust and efficient post trade infrastructure. John Bevil discusses how to address T+1 settlement window in our latest blog.
Continuing our T+1 blog series Paul Chambers looks at how transaction management automation can help meet intra-day trade settlement. Find out how in our latest blog.
In our latest blog Paul Chambers reveals how client onboarding and account opening can improve through automation. Read our blog now to find out.
We are delighted that Neal Chatrath has joined us as Head of Sales for North America at a time when our growth across North America is accelerating at a rapid pace.
