Case Study: Schroders streamlines data automation and improves accuracy with Xceptor

Schroders' implementation of intelligent data automation

Schroders, a global asset manager with more than 200 years of history and over £726.1 billion in assets under management, needed a better way to handle high-volume, complex operational data. The firm’s operations innovation team wanted to expand automation and improve efficiency without taking control away from end users, but manual processes like “eyeball” checks, Excel-based onboarding work, and PDF data extraction were creating errors, delays, and governance risks. Xceptor’s End User Computing (EUC) platform was chosen to support this challenge.

With Xceptor, Schroders implemented a configurable automation solution that could capture, validate, and transform data from multiple file types and channels while maintaining strong auditability and governance. The result was faster and more accurate processing, significantly fewer manual touchpoints, reduced data integrity risk, and improved operational efficiency. Xceptor helped Schroders process more transactions with greater speed and accuracy, while also enabling the company to consolidate multiple applications into one platform.

Schroders

Peter Hilborne

Chief Operating Officer