Case Study: a large financial services company achieves greater efficiency and reduced operational risk with Xceptor

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

Xceptor worked with a large financial services company that was struggling with 6,000 labor-intensive, repetitive back-office processes. The company wanted to replace a high proportion of offshore manual work with robotic process automation, but bots could only access data in about 1,000 processes, while legacy systems, inconsistent trade confirmation handling, and regulatory gaps created operational risk.

Xceptor implemented automation for trade confirmations across multiple asset classes, using a standardized workflow that could ingest data in any format, generate reports and dashboards, manage exceptions, and provide audit tracking. The platform gave the operations team control over rules and rollouts without IT support, helping reduce manual effort, improve efficiency, and lower operational risk across the business, while transforming 6,000 processes into accessible, manageable workflows.