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Last week, Xceptor teams from London, Guildford, New York, Singapore, and Cape Town converged in London for our annual FY kick-off. Our leadership team, led by CEO, Michiel unveiled the FY25 vision and strategy, and outlined how we will make “winning together” a reality for clients, partners and Xceptor. Our CTO, Dan, CRO, Grant and CCSO Strath further elaborated on our product, GTM and client success focus areas in FY25. Colleagues had the chance to participate in engaging breakout sessions and network across teams and geographies. We also took the opportunity to celebrate outstanding achievements with our Xceptional Awards – congrats to all winners! Kudos to our fantastic compères – Ellen and Lester for keeping the energy high, and the schedule on track! All in all - a successful Xceptor Kick-off, laying the foundation for a strong year ahead with everyone working in lockstep! Here’s to a successful and exhilarating year ahead!
🚀 Exciting News! 🚀 Xceptor has been nominated for the Client Onboarding Solution category in the DMI Awards! 🏆 Our innovative solutions are transforming the way custodian banks handle client onboarding, making processes more efficient and seamless. We need your support to win this prestigious award! 🗳️ 🔗 Vote for Xceptor https://bit.ly/47tdSdA Every vote counts, and your support can help us continue to lead the way in data automation and client onboarding solutions. Let’s make this happen together!
🌟 Get to Know Patrick! 🌟 Meet Patrick, one of our Lead Technical Support specialists in New York! 🗽 1. What do you enjoy about working in the Support team? “In the Support team, what I enjoy most is helping clients get the most out of Xceptor, whether by resolving a problem they’re having or making suggestions to get them started on a new use case. Although we encounter some very challenging situations, the team does a great job supporting each other to achieve a positive outcome.” 2. What was your biggest challenge this year? “One of my biggest challenges this year was working through an urgent problem with a client that integrates Xceptor with an external database system. Xceptor was not able to connect to that database because of a recent update that had been applied to the latter, but this was not obvious. The client’s other systems were not experiencing this issue, so it was difficult to get them to consider the database as the source of the issue and there was heavy pressure to get it resolved quickly. Ultimately, the vendor for the database system was able to explain the cause of that problem and address it.” 3. Tell us a fun fact about yourself. “In early April, I got to experience my very first total solar eclipse in Upstate New York. I was skeptical about it at first but it ended up being something I’ll never forget. I didn’t think being shrouded in darkness, outdoors, in the middle of the day could be so interesting!”
📅 5 September: International Day of Charity 2024 📅 Did you know this date was chosen to honor Mother Teresa’s legacy and her tireless work to fight poverty and distress. At Xceptor, we’re committed to supporting each of our offices designated charities as well as our employees’ charitable initiatives. Here’s what we’ve all been up to so far this year: 🏃 Taking part in the Vertical Rush for Shelter 🍰 Charity bake-off in London ⚽ Sponsoring the girls’ football team at Cranleigh Football Club 🚴♂️ Cycling from Guildford to Paris in aid of Save the Children 🤫 Sponsored silence for 18twenty8 by our Cape Town office 🏃♂️ Reuben will be running 100km for MIND on 14 September 🏖️ Our Cape Town team will also have a beach clean coming up in November Every Xceptor employee can take a day off for charity or community work. Our team have used their days to help renovate Stoke Park Bowling Club’s green, saving thousands of pounds, volunteering with the New York Road Runners in helping to prepare the Icahn Athletics Stadium for the Athlos Track Event later this month, and be the support crew for the Guildford to Paris bike ride earlier this year. We can’t wait to see more amazing initiatives!
🚀 Exciting News! 🚀 We are thrilled to announce that our very own Felicia Loyskowki has been nominated for the Top 100 DAP Professionals 2024! 🌟 This prestigious recognition is a testament to her dedication, innovation, and outstanding contributions to the field. But we need your help to get her to the top! 🏆 Vote for Felicia and show your support for her incredible work. Every vote counts and brings us one step closer to celebrating her well-deserved success. Let’s make this happen together! 💪
🚀 Germany’s Tax Modernization: impact on Financial Intermediaries 🚀 Germany’s recent tax regulations bring complex compliance requirements, increasing the operational burden on financial intermediaries. Non-compliance risks penalties, reputation and client satisfaction, making efficient tax reclaim and reporting crucial. How Xceptor can help: - Data management: Streamline client, tax static and transactional data. - Automation: Eliminate friction of getting data through the custody chain with advanced data automation. - Compliance: Ensure accurate and timely submission of reclaims and reporting to the German Tax Authority (BZSt). Discover how Xceptor can streamline your processes and ensure compliance.
🌟 Client success story: Catalyst streamlines fund administration processes with Xceptor 🌟 In the fast-paced world of fund administration, efficiency and accuracy are paramount. Catalyst faced challenges that required a robust solution to streamline their processes. With Xceptor’s cutting-edge technology, Catalyst transformed their fund administration operations, achieving remarkable results. From reducing manual tasks to enhancing data accuracy, this partnership showcases the power of innovation in financial services. Curious to learn more about this transformation? Dive into the full client story and discover the tangible benefits Catalyst experienced. Read the full story 👇
🐱✨ Happy International Cat Day! ✨🐱 At Xceptor, our feline friends are more than just pets - they’re our purrfect coworkers! Meet some of the adorable cats who help us stay pawsitive and productive: 🐾 Busa & Moshi: These two are regular visitors to the home office, usually staying out of the way. They love playing with paper balls and occasionally send messages to colleagues on Teams! 🐾 Toto: The ultimate supurrvisor, ensuring food prep is always on time. His timely reminders keep everything running smoothly. 🐾 Josie & Jessie: These two divas don’t get out of bed for less than £10,000 a day, so work isn’t really their thing. 😸 🐾 Noodle: Our miracle cat! After wandering into the house hungry, he went missing for two weeks but found his way back. He loves to interrupt long meetings by literally walking over my head! 🐾 Ellie & Foo: Ellie loves to help with work and introduce herself in meetings, often sitting on notebooks to stop work. Foo is more relaxed but makes his demands known when it’s nearing dinner time. 🐾 Lola: Rescued during Covid, Lola turned up in the garden and never left. She always tries to be part of the IT Team while work is happening, ensuring she’s involved in every project! 🐾 Skatsy & Rex: These adventurous kitties love exploring but are very needy while work is happening. They demand attention and cuddles, making sure their presence is always felt. Cats are amazing, curious, and intelligent creatures who make our workdays brighter. 🐾❤️
🚀 Exciting News! 🚀 We are thrilled to announce the appointment of Grant Coombe as our new Chief Revenue Officer! With over 25 years of leadership experience in financial services and technology, Grant brings a wealth of expertise in driving client success and growth. His appointment strengthens our leadership team and accelerates our growth plans as the industry leader in intelligent automation. Reporting to CEO Michiel Verhoeven, he will join our Executive Leadership Team from September 2024 and drive collaboration across the company to amplify our commitment to clients and support continued growth. Welcome to the team, Grant! 🎉
🚀 Tackling German Mass Reclaim E-filing challenges 🚀 As Germany advances towards modernization and digitization, the German Tax Authority (BZST) now offers a mass data interface for withholding tax reclaims via their BOP portal. This shift presents several challenges for Asset Servicers. 🤔 Xceptor’s Tax solution addresses these challenges by combining advanced data automation capabilities ensuring a fully digitized workflow for both Global and Local Custodians connected directly to the BZST. Embrace the future of e-filing with confidence.
