Inter-company problem resolution for financial services
Taskize removes email to make problem resolution secure, fast and efficient.
Trusted by 200+ financial institutions in 50+ countries to resolve operational problems.
Watch Demo Meet with us
GET STARTED - Contact us for a free trial
Join us on stand W121 on Monday 23rd at 4:30pm for our new service launch...
Could your operations run better?
Drowning in email for operations processes; concerned about phishing
Important issues are missed; concerned about fines and regulation
SLA's are not always met; concerned about cost incurred and reputation
Unsure of issue status; and every counterparty does things differently
Trouble finding the right people across firms to address issues
Too little data on team and counterparty performance to improve
How Taskize can help you
Easily resolve problems across firms
Support emails under control
The right people doing the right work
Safely share documents
Know who is responsible for the next action
See what is important
Deliver on SLA's
Seamless workflow with partners
Easily work with colleagues
Workflow made simple, even between firms
Be in control of the action
Real-time status focuses attention where it matters. Issues can be escalated as situations arise to advance urgent work.
Oversee work with counter-parties. Always know who is responsible for the next action, and in which firm. Easily allocate work or process requests from any member of the Taskize network, or legacy email users.
Operations staff can quickly process work, knowing when it is safe to go home at the end of the business day.
"Bubbles" bring together resources to get things done
Taskize Bubbles bring together organisations, teams, people and information to resolve tasks.
A Bubble can last from minutes to weeks, depending on the business process. Once a task is completed the Bubble is archived.
Bubbles provide an open framework for teamwork between firms, while delivering secure data segregation and detailed records.
Insights to drive improvement
Review business partners and know which processes are causing problems.
Monitor staff to see who the "rock stars" are, and who might need coaching.
Assess performance against SLA's, or compare relative performance of counterparties. Have the facts needed for meaningful relationship reviews.
How our clients use Taskize
Inform customers of voting options triggered by a corporate action
Escalate insufficient fund issues delaying settlement to payment teams
Resolve disputes resulting from margin calls immediately to reduce exposure
Resolve fund allocation or accounting breaks with custodians
Instruct the relevant security depository to amend allocation of collateral
Provide instructions and monitor process outcomes
Standardise process for support and on-boarding queries across customers
Manage the complexities of transferring assets between counterparties
Routing work around the world to ensure continuous service to customers
What users say about Taskize
“Taskize, provides an excellent alternative to email. It’s safer, more efficient and gives us easy access to data that will allow us to provide our clients with a superior level of service”.
Mike Jones, Head of Securities Clearing Operations, LCH Ltd
“Taskize has changed our communication way. Instead of spending our time on phone calls or waiting for email replies, solutions come to us quickly and everybody wins. Taskize is the example what a collaborative platform should be.”
Diego Garcia, Head of Asset Services Deutsche Bank SAE
“We are convinced that Taskize helps the financial services industry solve operational issues more efficiently and will progressively replace traditional channels like phone and email.”
Philippe Laurensy Head of Commercial, Euroclear
“We are very satisfied with the Taskize platform. It is a great tool for urgent cases, which helps significantly improve the response time as well as better track the resolution progress.”
Head of Settlements, Renaissance Capital
“Taskize has been a success for us. I encourage our peers to find out how it can improve their operational efficiency.”
MD Capital Market Operations, Banco Santander
Partnering for integrated solutions
Work through dispute workflows for issues discovered in DXM with Taskize
Resolve reconciliation breaks with counterparties
Address corporate actions, collateral and settlement issues with Taskize
Access work in Taskize from the Symphony secure communications platform
If you cannot access video from your company network, please try your mobile device.