Xceptor B2B Case Studies & Customer Successes

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

Case Studies

Showing 14 Xceptor Customer Success Stories

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Streamlining fund administration processes for Catalyst

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We are removing the need for mundane manual work while boosting high-value activities

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How a global bank has successfully upped its game using AI to improve its fraud detection capabilities

How a global bank's successful, rapid automation of its trade confirmations process led to further rollout to another division

How Xceptor accelerated a global investment bank's reconciliation process by 50-75%

How our client utilized RPAs to transform 6,000 back-office processes

Streamlining the onboarding of complex funds

How a leading bank successfully used natural language processing to automate its email review process

How a leading bank transformed its complicated fund onboarding process from an expensive burden to a significant business growth accelerator

How a leading global bank increased rates of straight through processing (STP) while reducing its risk and costs

How our client reduced their daily trading positions tracking from three hours to less than five minutes

How a leading investment bank eliminated keying errors, reduced costs and established an audit trail to effectively manage its data

How our client creates a positive customer experience through automated client onboarding

Schroders' implementation of intelligent data automation

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