Navigating Transformations in Capital Markets and Data Automation in 2024
Welcome to the first edition of Xceptor Exchange. This newsletter is your go-to resource for insights and expert views on data automation. As we step into 2024, we're seeing significant changes in everything from regulation to AI. It's a complex journey, but one packed with opportunities. Our goal is to guide you through these shifts.
What’s next in 2024?
2024 is off to a quick start and we anticipate greater transformations in capital markets for the upcoming year. The Xceptor team takes a closer look at T+1 implementation in the US and Canada, the expected surge in AI governance due to new regulations, and the imperative to prepare for evolving technology and compliance requirements. Read more.
Explore the significance of data automation in 2024 as our CMO Fleur Sohtz reflects on evolving financial market trends and technological advancements. Highlights include regulatory changes, challenges related to data overload and the potential of AI in catalyzing transformative improvements in financial services. Read more.
Data Automation?
How does your organization tackle the complexities of managing unstructured data? Share your thoughts on current operational workflow processes in this short survey in partnership with Securities Finance Times . Take the 5-minute survey now.
With AI advancements in the industry, it’s surprising that many financial firms still receive financial documents via fax. Our recent research unveils four universal challenges confronting capital markets firms, ranging from managing unstructured data to legacy systems and how to address them. Read more.
We spoke to dozens of senior capital market leaders on the state of data automation and T+1 readiness. A significant portion of the industry doubts T+1 settlement readiness, with small firms particularly strained by resource constraints, nuanced issues and complex asset classes. Read more.
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In the News?
We’re thrilled to announce our strategic alliance with 毕马威（英国） paving the way for cutting-edge tax solutions in the financial industry. This collaboration unites our data automation platform with the deep tax expertise of KPMG, promising a transformative influence on tax services. Read more.
In her article on Data Management Insight by A-Team Group, our Pre-Sales Lead Inesa Smigola tackles the data challenges faced by financial institutions. Strategies such as prioritizing data integrity, partnering with experts for flexibility, and embracing modern systems are highlighted to address unstructured formats and inconsistent data quality, ensuring more efficient and accurate processes. Read more.
Meet the team?at InvestOps USA
Countdown to InvestOps USA! The Xceptor team is excited to be there, leading a panel on data automation, and with exciting surprises waiting for you at our booth. Join us in Orlando to connect with our team! Schedule a meeting.
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Thank you for taking the time to read our first edition of Xceptor Exchange. Be sure to follow us on LinkedIn for the most up-to-date industry news and insights into data automation.
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