Case Study: Global Investment Bank achieves 50-75% faster reconciliations with Xceptor

A Xceptor Case Study

Preview of the Global Investment Bank Case Study

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

Global Investment Bank was managing reconciliations across multiple costly, inefficient platforms, with some new reconciliations taking up to four weeks to onboard and limited support for highly complex trades data. The bank needed a faster, more scalable way to handle large-volume reconciliations and reduce reliance on overstretched IT teams, so it turned to Xceptor.

Xceptor implemented an enterprise-scale reconciliation platform with automated extraction, validation, and exception management, supporting complex reconciliations of up to 200 columns and providing full auditability and configurable reporting. As a result, Global Investment Bank cut reconciliation setup time by 50%, trained 60 users worldwide, automated 80% of reconciliations previously done in Excel or similar tools, and migrated all reconciliations to one platform.


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Global Investment Bank

Global Investment Bank

Head of Reconciliations


Xceptor

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