Xceptor, the data automation platform for financial markets
Xceptor Ltd · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
The highly configurable and enterprise-grade platform provides data ingestion, standardization, normalization, and validation services and offers proprietary solutions for tax, reconciliations, confirmations, client onboarding, and allocations. Since 2003, Xceptor has empowered businesses worldwide to trust their data and digitize their end-to-end processes. With offices in London, New York, Singapore, and Cape Town, Xceptor serves nearly 125 clients and over 11,500 users across 60 countries, including banks, asset managers, hedge funds, custodians, and asset servicers.
The Xceptor platform
Show the rest of the publisher’s description (14 more lines)
Xceptor connects to any source, in any format and extracts the relevant data for transformation and validation across pre- and post-trade processes, tax processing, regulatory compliance and risk management. Our technology leverages generative AI capabilities to classify documents intelligently, segment them and extract the data from documents as varied as forms, PDFs, emails or even faxes.
The platform is a bridge that connects front-, middle- and back-office processes by ingesting, transforming, standardizing and validating all data, from all sources then delivering this data directly into the data workflows it’s most needed.
With Xceptor's AI-powered automation, teams can streamline and deliver solutions across their organization automating hundreds of business use cases that previously took excessive time and cost to manage.
"We knew Xceptor would make a difference and are really impressed by how much it has delivered. Xceptor is the perfect flexible data management solution to fit with our aim of delivering superior service using leading technologies."
CIO, US Bank
"The initial phases we entrusted to 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, Schroders
Benefits:
- Time and cost efficiency: we've dramatically reduced the time required for trade-related processes. This translates into impressive cost savings of up to £700k annually for our clients. We've also optimized resources, slashing overtime hours by almost 2,000 annually, equivalent to approximately 250 working days. *
- A unique configurable platform: running on Microsoft Azure, our unique, configurable platform, coupled with proprietary applications, has a proven track record of automating processes across organizations. We boast over 3,000 successful use cases deployed for a single global client, serving a user base of 4,000. Overall, more than 100 clients have created and deployed many thousands of use cases. With the easy-to-use AI automation framework, teams can now automate their most challenging back-office use cases.
- Operational success: Xceptor clients average 95% straight-through processing and our solutions have led to a remarkable 86% reduction in trade capture error incidence and a staggering 86% improvement in trade processing handling time, not to mention a 30% improvement in trade reconciliation handling time. *
- Reliability and security: Xceptor is available as a SaaS (Microsoft Azure) or client-hosted solution and is ISO 27001 certified, ensuring the highest level of data security.* Source: Forrester TEI
We are Xceptor, and we're here to empower your business transformation. With us, you can unlock new levels of efficiency, innovation, and success. Our goal is to help you leverage the power of automation to drive tangible outcomes and significant growth.
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Sign inCompliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
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