NeoXam

NeoXam NeoXam provides Asset Management and Capital Markets firms with cost-efficient, proven and mission-c

NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide. NeoXam is committed to its clients’ success: we deliver reliable and scalable solutions, processing more than $14 trillion worth of assets per day and serving over 10,000 users. Through its combined talents and transparent approach, NeoXam helps buy- and sell-side players

address the continuous changes in the financial market industry, to grow and better serve their clients. NeoXam relies on 450+ staff with offices in Paris, Frankfurt, Luxembourg, Zurich, Geneva, Milan, New York, Boston, Hong Kong, Shanghai, Beijing, Tunis and Cape Town.

AI, innovation & collaboration at the heart of Paris 📊💡The morning after our annual NeoXam Global Forum at the iconic Sa...
21/05/2026

AI, innovation & collaboration at the heart of Paris 📊💡

The morning after our annual NeoXam Global Forum at the iconic Salle Gustave Eiffel, we continued the conversation with our guests by hosting our very first NeoXam Product Day at Morning Bourse, just steps from our HQ.

A half-day dedicated to innovation across the investment management value chain, with live demos, breakout sessions on product updates, market trends, and plenty of time to connect with our teams 📈🤝

Our Product Directors showcased how AI is already embedded across most of our solutions to boost efficiency, automation, and performance 🤖⚡

Breakout session highlights:
💡 NeoXam DataHub — Agentic AI: Author Faster, Review Safer with Julien Vallet
📊 NeoXam Impress — From Data to Deck in Minutes with Yann Bloch
⚙️ NeoXam Aro — Addressing Client Challenges, Enhanced with AI with Danny Murphy
📈 NeoXam GP — Private Assets: Turning Complexity into Competitive Edge with Mathieu Piette
🚀 NeoXam PMS — 2026 Updates: Performance, Usability & Automation with Cedric Cajet

Between sessions, attendees headed up to the rooftop for one-on-one chats at our product booths, Q&A with tech experts, and demos of our latest features, all over a light lunch and a cocktail in a relaxed setting made for meaningful conversation.

A BIG thank you to everyone who joined us. See you next year! 🚀✨

Credit pictures: Federico Pestellini - Shootday

🏦🗼✨ NeoXam Global Forum Paris Edition 2026 — Elevating Finance from the Heart of Paris.Yesterday afternoon, we had the p...
20/05/2026

🏦🗼✨ NeoXam Global Forum Paris Edition 2026 — Elevating Finance from the Heart of Paris.

Yesterday afternoon, we had the pleasure of hosting the annual NeoXam Global Forum Paris Edition at the prestigious Salle Gustave Eiffel, on the 1st floor of the Eiffel Tower.

This exclusive gathering brought together leading financial professionals for an inspiring afternoon of insights, dialogue, innovation, and networking around the future of finance and technology.

It was a privilege to welcome our clients, partners, and guests to share NeoXam’s strategic vision for the months ahead, including how AI is already being deployed across most of our solutions to enhance performance across the investment management value chain.

📌 Featured presentations

A special thank you to our distinguished guest speakers and contributors for their valuable insights and engaging discussions:

🎤 Simon Breysse & Nicolas Harle, Partners at Bain & Company
🔹 Industry Landscape & Technology Trends.
🎤 Rinesh Patel, Global Head of Industry & Financial Services at Snowflake
🔹 The Future of Investment Data: Certified, Connected, AI-Ready.
🎤 David Bellaiche, Exco Member, Head of Product & Innovation at CACEIS
🔹 Asset Servicing Keynote: AI & Innovation.
🎤 Arnaud Claudon, Head of Asset Owners & Managers Client Lines at BNP Paribas Securities Services, introducing Data PRISM360 powered by NeoXam
🔹 Asset Servicing Keynote: Data-as-a-Service.

The afternoon concluded with a private guided tour of the first floor of the Eiffel Tower, followed by a cocktail reception overlooking Paris by night, with breathtaking 360° views of the city 🌃🥂🗼

A heartfelt thank you to Lia Darmon and the SODEXO Prestige team, who ensured every detail was impeccably delivered.

Credit pictures: Frederico Pestellini - Shootday

🇱🇺⚡Yesterday, NeoXam was proud to participate for the very first time in the PE Tech Day organized by the Luxembourg Pri...
13/05/2026

🇱🇺⚡Yesterday, NeoXam was proud to participate for the very first time in the PE Tech Day organized by the Luxembourg Private Equity & Venture Capital Association (LPEA) at the KPMG offices in Luxembourg.

Our Managing Director Continental Europe, Charles Sayac, and Head of Sales Luxembourg, Anne Thiel, were thrilled to represent NeoXam and engage with private markets professionals, operations leaders, and fintech innovators shaping the future of the industry📊💡

As a proud member of LPEA, we highly value the association’s role in strengthening Luxembourg’s position as a leading European hub for Private Equity and Alternative Investments, while fostering collaboration, innovation, and knowledge sharing across the ecosystem. 🌍🏦

During the event, our team showcased how NeoXam supports the entire value chain of private assets operations:
📂 From unstructured documents
⚙️ To automated workflows
📈 To investor-ready reports

Thank you to everyone we had the pleasure of meeting and exchanging with throughout the day! 🙌🇱🇺✨

🇱🇺⚡Yesterday, NeoXam was proud to participate for the very first time in the PE Tech Day organized by the Luxembourg Pri...
13/05/2026

🇱🇺⚡Yesterday, NeoXam was proud to participate for the very first time in the PE Tech Day organized by the Luxembourg Private Equity & Venture Capital Association (LPEA) at the KPMG offices in Luxembourg.

Our Continental Managing Director, Charles Sayac, and Head of Sales Luxembourg, Anne Thiel, were thrilled to represent NeoXam and engage with private markets professionals, operations leaders, and fintech innovators shaping the future of the industry📊💡

As a proud member of LPEA, we highly value the association’s role in strengthening Luxembourg’s position as a leading European hub for Private Equity and Alternative Investments, while fostering collaboration, innovation, and knowledge sharing across the ecosystem. 🌍🏦

During the event, our team showcased how NeoXam supports the entire value chain of private assets operations:
📂 From unstructured documents
⚙️ To automated workflows
📈 To investor-ready reports

Thank you to everyone we had the pleasure of meeting and exchanging with throughout the day! 🙌🇱🇺✨

🌴☀️ Connecting with the operations community at SIFMA Ops 2026! 📈💻The energy is high this week at the beautiful JW Marri...
12/05/2026

🌴☀️ Connecting with the operations community at SIFMA Ops 2026! 📈💻

The energy is high this week at the beautiful JW Marriott Marco Island Beach Resort, where Eric Hamilton and Robert Cohen are already on-site, sharing everything NeoXam with attendees🤝

As firms continue navigating growing operational complexity, data challenges, automation demands, and evolving regulatory expectations, there’s never been a better time to explore how NeoXam helps financial institutions streamline operations and unlock smarter data-driven decision-making 📊⚙️

There’s still time to stop by our booth #405 for a coffee chat! ☕

📅 Book here a quick 15-minute meeting with our team on the ground: https://calendly.com/meet-with-neoxam/sifma-ops-2026

🇱🇺 We're heading to LPEA PE Tech Day 2026.On May 12, we'll be at KPMG Luxembourg with one message for every GP, LP, and ...
07/05/2026

🇱🇺 We're heading to LPEA PE Tech Day 2026.

On May 12, we'll be at KPMG Luxembourg with one message for every GP, LP, and asset servicer in the room:

Private assets operations are breaking under their own weight. Excel files multiply. Capital calls get missed. LPs ask for data you can't produce within 3 weeks.

NeoXam covers the entire value chain: From unstructured documents to investor-ready reports, so your ops team can stop reconciling and start scaling.

👉 Book a 1:1 with our team during the event: https://calendly.com/meet-with-neoxam/pe-tech-day-2026-lpea

🌴🚀 NeoXam Lands in Florida for SIFMA Ops 2026 💻🌊Next week, we're heading to Marco Island, Florida, for the SIFMA Operati...
06/05/2026

🌴🚀 NeoXam Lands in Florida for SIFMA Ops 2026 💻🌊

Next week, we're heading to Marco Island, Florida, for the SIFMA Operations Conference (May 11–14), one of the financial industry’s premier gatherings focused on post-trade excellence, operations strategy, and the future of capital markets infrastructure!

Our US team, Robert Cohen and Eric Hamilton, will be on-site to connect, share the latest NeoXam updates, and explore how we’re driving innovation across Data Management, Reporting, and Investment operations.

🤝 Want to meet? The easiest way is to book a quick chat with us here: https://zurl.co/WKHvH

Let’s connect! 📊

🇬🇧 London calling: NeoXam at the Irish Funds Spring UK Symposium 💼📊NeoXam will be in London this Thursday, April 30, for...
28/04/2026

🇬🇧 London calling: NeoXam at the Irish Funds Spring UK Symposium 💼📊

NeoXam will be in London this Thursday, April 30, for the Irish Funds Spring UK Symposium.

Bringing together over 800 professionals from the Funds and Asset Management industry, this flagship event features a full day of expert-led panels, presentations, and workshops that cover the latest trends, opportunities, and challenges shaping the market.🤝📈

Our UK team will be on-site and ready to connect. If you’re attending, make sure to book a quick chat with Nick Taplin and Jack O’Sullivan to discover more about NeoXam and our solutions!

Secure a slot here 👉 https://calendly.com/meet-with-neoxam/irish-funds-uk-symposium-2026

See you in London 🇬🇧✨

The much-awaited second edition of the year of our Client Workshop was recently held at our Paris HQ, bringing together ...
22/04/2026

The much-awaited second edition of the year of our Client Workshop was recently held at our Paris HQ, bringing together a new group of GP users for an interactive session 🤝

Participants got to explore the latest GP Web mockups and shared valuable feedback to help us refine key features and enhance the overall experience 💻📊

Presented by Lucille Mercier, our Lead UX Designer, and the Product team, the session followed a structured testing approach, ensuring every insight translates into actionable improvements aligned with our client's needs 🎯

A big thank you to Abeille Assurances, CIC, CACEIS, ACM Limited, Societe Generale Securities Services - SGSS, and Groupama for their continued trust and collaboration 💡

And kudos to our NeoXam teams for making these hands-on sessions possible! 👏

Looking forward to what’s next 🚀

Amandine Leroy, Lucille Mercier, Pauline Casabianca, Antoine CLEMENT, David Billon, Franck Chekroun, Nouha Chakroun, Ronan Boissy

💰🇲🇦 Fintech, data & innovation at GITEX Africa 2026 🌍✨Earlier this month, NeoXam participated in GITEX Africa in  , one ...
16/04/2026

💰🇲🇦 Fintech, data & innovation at GITEX Africa 2026 🌍✨

Earlier this month, NeoXam participated in GITEX Africa in , one of the continent’s leading tech events, which gathered 1,450+ companies from 130+ countries.

Alongside Data Factory and , we had the opportunity to showcase our portfolio of solutions and discuss how data and AI are transforming financial services.

SBS Data Factory enables organizations to turn data into a true strategic asset, providing a strong platform for collaboration throughout the event.

🙏 Thank you to SBS Data Factory for the invitation, and to everyone we had the pleasure of meeting and exchanging with!

Wrapping up 2 great days at TSAM London at the Business Design Center 🇬🇧A big thank you to everyone who stopped by our N...
14/04/2026

Wrapping up 2 great days at TSAM London at the Business Design Center 🇬🇧

A big thank you to everyone who stopped by our NeoXam booth. It was a pleasure connecting, exchanging ideas, and meeting many of you in person.

We also had the chance to attend a range of insightful panels and keynotes that offered valuable perspectives on the evolving Asset Management landscape.

Until next time TSAM!👋

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