Automate complex processes, reduce risk, and unlock efficiency across the trade lifecycle

Xceptor Tax enables financial institutions to automate and streamline complex operational tax processes. From documentation and relief at source, to reclaim workflows and regulatory reporting, Xceptor offers ac comprehensive solution that reduces risk, boosts efficiency, and ensures compliance. Trusted by eight of the top ten global custodians, the platform supports intra-day tax calculations, integrates easily with existing systems, and allows business users to configure rules without IT support.

Xceptor Post-Trade Operations transforms complex, unstructured data into trusted, structured outputs, enabling straight-through processing (STP) across all asset classes. With intelligent workflows, configurable business rules, and real-time exception handling, Xceptor reduces operational risk, improves accuracy, and accelerates time-critical processes to meet evolving settlement timelines like T+1.

Xceptor Loan Notice Management helps financial institutions automate the processing of complex, unstructured loan notices. The platform uses AI-powered data extraction and intelligent workflow automation to standardise notices, reduce manual effort, and improve accuracy. With flexible integration and full audit trails, Xceptor enables firms to scale efficiently, respond faster, reduce risk, and gain competitive oversight of loan activity.

Xceptor Client Lifecycle Management helps financial institutions automate the entire client journey, from initial engagement through to onboarding, account opening, account opening, and ongoing servicing. With no-code configuration, intelligent workflows, and seamless integration, Xceptor enables teams to manage complex data, eliminate manual tasks, and deliver a faster, more accurate client experience. Firms gain real-time visibility, improved governance, such as seamless compliance with KYC and AML requirements, and the flexibility to adapt to changing demands.

Benefits:

• Time & cost efficiency: Reduce the time required for trade-related processes and see cost savings of up to £700k. Through our platform, clients see a reduction in overtime hours by almost 2,000 annually - equivalent to approximately 250 working days.
• Unique configurable platform: Running on Microsoft Azure, our platform - coupled with proprietary applications - has a proven track record of automating processes across organisations, with over 3,000 successful use cases deployed for a single global client, serving a user base of 4,000. With the easy-to-use Ai automation frameowrk, teams can automate their most challenging office use cases.
• Operational success: Xceptor clients achieve an average 95% STP, our solutions have led to an 86% reduction in trade capture effort, and a 86% improvement in trade processing handling time as well as a 30% improvement in trade reconciliation handling time.
• Reliability & security: Xceptor is available as a SaaS (Azure) or hosted solution and is ISO 27001 certified.

"The initial phases we entrusted with Xceptor comprised of critical business functions, which the platform handled exceptionally well. By consolidating all other various applications into Xceptor, we have radically transformed how we process and automate data." - COO, Operations, Shroders.