Unleash the power of data automation in financial markets


Experience the power of adaptability with our platform, designed to accommodate thousands of use cases. Simplify your tax, reconciliations, confirmations, client onboarding, and allocations processes with unparalleled efficiency. 

The data automation platform for financial markets
Leveraging Gen AI webinar
Webinar - April 25
Leveraging Gen AI and Document Intelligence in Financial Services Operations 
What we do

What we do

We empower business users within financial institutions to build automated processes that deliver trusted data.

The Xceptor data automation platform empowers business users to solve a range of complex data automation scenarios, simplifying data extraction, data transformation and end-to-end data-centric process digitization.

CIO

US Bank-150

quoteWe knew Xceptor would make a difference and are really impressed by how much it has delivered. Xceptor is the perfect flexible data management solution to fit with our aim of delivering superior service using leading technologies.

Explore our solutions


Our products provide financial services teams with the digital skills they need to succeed in the digitized world we now live in.
 
Used across the customer and trade lifecycle, our products enhance the most critical and complex processes for improved efficiency.
 
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Capital Markets Operations

Our capital markets operations product supports automation and modernization of your post-trade operational processes.

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Tax Processing

Our tax processing product enables end-to-end, automated, operational withholding tax processing capabilities.

Reconciliation
Reconciliation

Helping financial institutions to automate simple to complex reconciliations end-to-end, providing greater data transparency, accuracy, and control.

Client Onboarding

Boost your ROI, guarantee compliance and minimize risks: discover how our platform can transform your client management and transaction workflow processes.

Transform your business processes with the Xceptor Platform
Solution
Transform your business processes with the Xceptor Platform

Industry focus

Our focused approach to the financial industry

Understanding evolving market needs and constant regulatory change, we help financial institutions convert fragmented data into trusted, reliable sources.

Our industry focus

Featured insights and resources

Get our expert insights and resources to learn more about automating asset management processes, data management and how we’re supporting financial services transformation.