The post-trade issue resolution network for Financial Services

Inter-company workflow that is trusted by over 450 firms worldwide, including most of the worlds top 20 financial organisations

Our solutions 

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Make Work Flow

Remove up to 90% of email from operations

Taskize manages and ultimately removes email from operations

Radically reduce issue resolution time

Taskize Smart Directory and customisable, inter-company workflows increase operational productivity

Improve operational service levels

Taskize provides real-time reporting of service levels and activity across all your operations staff

Better oversight of outsourced operations

Taskize “on-behalf-of” workflows for both the user and provider of outsourced services

Secure collaboration across firms

Taskize Bubbles are secure workspaces for multi-party collaboration

Synchronise with your internal workflows

Taskize API connects your internal workflows to your counterparties for greater efficiency

Join the web-based network for managing operational issues, across all your counterparties

Take control

  • Oversee activity with all your global counterparties
  • Prioritise work to resolve the most critical issues first
  • Taskize Smart Directory allocates work across available resources
  • Easily escalate to ensure resolution
  • Specialist workflows for  outsourcing models

Our solutions

Everything in one place

  • Assemble organisations, teams, and information
  • Manage all your channels in one place, including email.
  • Always know who is responsible for the next action
  • Realtime status
  • Process tasks in minutes at any volume
  • Experience teamwork between firms, with data segregation
    and auditing

Our solutions

Insights to drive your business

  • Realtime summary of your book of work
  • Understand, control and reduce risks
  • SLA tracking and reporting
  • Spot trends to improve efficiency

Our solutions

Trusted by our global community

The entire ecosystem of Asset Managers, Hedge Funds, Asset Servicers, Banks, Brokers, Prime Brokers, Custodians, CSDs, CCPs and Central Banks trust Taskize for their inter-company workflow.