How Xceptor streamlined global client delivery and improved financial control with Rocketlane

About Xceptor

Xceptor is an intelligent data automation platform for financial markets providing data ingestion, standardization, normalization, and validation services. Since 2003, the company has operated offices in London, New York, Singapore, and Cape Town, serving nearly 125 clients and over 11,500 users across 60 countries, including banks, asset managers, hedge funds, custodians, and asset servicers.

The Challenge

•  Project managers lacked real-time visibility into budgets and profitability

•  Delivery and finance teams operated on separate systems, causing manual work and slower alignment

•  Global growth created variations in execution practices, hindering consistent visibility and governance

"Every region had its own way of doing things— spreadsheets, trackers, and manual reports. We couldn't get a consolidated view of where we were with all our projects or what was coming up next."

"As we approached our OpenAir renewal, we saw it as a good checkpoint — an opportunity to review whether our delivery systems were keeping pace with our evolving needs." — Xceptor

The Solution

•  Template-driven consistency: Customized project templates by type and customer segment with defined milestones and governance checkpoints

•  Financial governance: Connected project execution with financial outcomes for real-time revenue forecasts, budget burn, and profitability tracking

•  Regional standardization: Unified delivery operations across 40+ consultants in four regions with consistent reporting

•  Operational efficiency: Automated day-to-day coordination through shared visibility

The Impact

•  Real-time dashboards provide complete budget and profitability visibility

•  Delivery and finance teams operate from a single source of truth

•  Standardized templates and client portals ensure consistent, transparent project execution