Financial Services Firms Are Navigating Unstructured Data with AI

Financial Services Firms Are Navigating Unstructured Data with AI

Financial services firms are increasingly facing vast amounts of data and ever-changing regulations. Unstructured data, and the manual processes to manage such data, present a time-consuming risk factor for the entire sector. Discover how AI and machine learning provide a powerful tool to automate manual processes and augment traditional data processes to build trust in your data.  

In the News 

Unstructured Data Management: Leveraging AI and Machine Learning to Automate Critical Workflows  

At this month’s SIFMA Ops, our Head of NA Sales Engineering John Joseph (JJ) sat down with Capco ’s Managing Principal and T+1 Lead Stephane Ritz, MBA, CPA to discuss best practices to implement data automation across financial services firms. The two shared how AI and machine learning are being utilized, the challenges of unstructured data, and the role of AI in unstructured document processing.  

Learn how AI transforms unstructured document processing here.  

Augmented Data Quality: Leveraging AI and Machine Learning to Build Trust in Data 

Recently, our Platform & AI Product Manager Gilbert Cross joined A-Team's webinar on Augmented Data Quality (ADQ), to share how AI and machine learning are augmenting traditional data processes to detect and mitigate data issues and build trust in data. Gil was joined by industry leaders from Edward Jones, Lombard Odier Asset Management (USA) Corp and A-Team Group who shared their firsthand experience with ADQ.  

Didn’t catch the webinar? Tune in here 

Catch Us at AFME Optic!  

We’re thrilled to announce that our CTO & Co-Founder Dan Reid will be speaking at the AFME (Association for Financial Markets in Europe) OPTIC 2024 Conference next Wednesday, October 2, 2024. Join Dan for a panel on “Managing the new gold: data management opportunities and challenges in Capital Markets” at 11:45 AM. 

Join us and register to gain valuable insights.  

Missed Xceptor at LSTA?  

Xceptor attended the LSTA Annual Conference this Thursday, September 26th in New York. Our team shared how our AI automation platform is tailored for credit and loan lifecycle management.  

For those who missed us, book a meeting with the team here to learn more!   

Still Time to Vote: Xceptor Shortlisted for Data Management Insight Awards Europe 2024

Xceptor has been shortlisted for the Client Onboarding Solution category for the #DMIAwards. Our solutions are transforming how custodian banks handle client onboarding, making processes more efficient and seamless.  

Show your support and vote for us here! 


Thank you for taking the time to read our latest 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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