Revolutionizing Financial Operations with Generative AI

Revolutionizing Financial Operations with Generative AI

Explore the latest advancements and topics shaping the financial services landscape. Discover how generative AI is revolutionizing operations efficiency, read our latest client success stories, and join our upcoming webinar discussion with Coalition Greenwich. Plus, recap our Women’s History Month celebrations and stay informed with our latest news updates.


Generative AI in financial services operations

Take a look into the transformative power of generative AI in financial services with our latest blog. Learn how selecting suitable use cases, iterating rapidly with generalist models, and prioritizing control and compliance lead to enhanced operational efficiency. Automation platforms like Xceptor streamline integration, empowering teams to leverage AI capabilities effectively. Read more.

Client Story: AI powered email classification

Discover how a leading bank tackled the challenge of handling thousands of daily client emails efficiently. Facing scalability issues and regulatory pressures, they turned to natural language processing (NLP) and simple rules to automate the review process. By empowering operational users with AI capabilities, they achieved faster processing and reduced operational risk. Read more.

Webinar discussion with Coalition Greenwich

Interested in joining the conversation on Generative AI? Join our session on April 25, 2024 at 11am EDT where Senior Analyst Audrey Costabile PhD from Coalition Greenwich and Xceptor Product Manager Gilbert Cross will delve into the dynamic realm of Generative AI and document intelligence. Together they will discuss ML evolution, investment strategies, automation integration, implementation insights and a live Q&A. Register here.


Women’s History Month

Unifying empowerment: International Women's Day across the globe

This month we celebrated International Women’s Day worldwide with purple attire, activities, and pledges for progress. From New York to London, Singapore to Cape Town, we embraced inclusivity and empowerment. Read more.

Webinar panel: Women’s impact in financial services technology

We concluded Women’s History Month this week with a dynamic panel discussing women’s impact in financial services technology. Leaders from PGIM Fixed Income and UST shared strategies and invaluable insights on fostering diversity, accelerating success, and promoting financial inclusion. Watch the recording here.


In the News

Xceptor is now live on the Microsoft Azure Marketplace

Joining forces with the Microsoft Azure Marketplace enables clients to easily find tailored solutions for their data automation needs, with streamlined procurement and payment. Offering flexibility, clients can choose pre-packaged or customized solutions seamlessly integrated by Xceptor, promising quick ROI with swift onboarding. Read more.

Join us at LSTA Ops in Philadelphia

We are excited to be at LSTA Operations conference in a few weeks time discussing market data for settlement delays, discussing factors like documentation, technology, and staffing. Will we see you there? Stop by Booth #6, say hello, and check out what we have in store for you! Book time with us here.

Missed the Xceptor Team at InvestOps USA?

Our team was on the ground at InvestOps USA discussing latest market insights on data automation in the financial sector. Our top takeaways include leveraging operational scale for efficiency and ROI, advancing automation and AI in financial markets, and preparing for T+1 deadlines. Missed us at the event? Schedule a meeting with our team 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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