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Inter-company workflow for financial services

Trusted by over 250 financial firms, including top-10 wealth managers.

Video:

Introducing Taskize
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We surveyed 100 buy-side firms about their outsourcing. Click to read the research report.

Operations Workflow Client Email Outsourced Processes CSDR Get started!

Could your operations run better?

Unsure of work progress across counterparties

Trouble finding the right people to address problems

No metrics to drive performance improvement

Drowning in email for business processes

Requests overlooked, service levels missed

Concerned about data loss and phishing

How Taskize can help you

Easily resolve problems across firms

Deliver on service levels for important clients

Seamless workflow with partners and colleagues

The right people doing the right work

Know who is responsible for the next action

Safely share documents and tame email

Workflow made simple, even between firms

Be in control of the action

  • Oversee work with counterparties
  • Escalate as situations arise
  • Manage work and resources
  • Easily work with the Taskize network, or email users
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"Bubbles" bring together resources

  • Assemble organisations, teams, and information to get the work done
  • Know who is responsible for the next action
  • Process tasks in as long as it takes,  from minutes to weeks, at any volume
  • Experience teamwork between firms, with data segregation and auditing

Insights to drive improvement

  • Know which processes or business partners are causing problems
  • Assess performance against service levels
  • Have the facts needed for meaningful relationship reviews
  • Monitor staff performance
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How our clients use Taskize

Corporate Actions

Inform customers of voting options

Settlements

Prepare for CSDR Settlement Discipline regime

Margin Disputes

Resolve disputes resulting from margin calls

Reconciliations

Resolve fund allocation or accounting breaks with custodians, etc.

Collateral

Instruct the relevant security depository to amend allocations

Outsourcing

Provide instructions and monitor process outcomes

Client Servicing

Standardise process for support and on-boarding queries

Account On-boarding

Manage the complexities of transferring assets between parties

Global Operations

Routing work around the world to ensure continuous service

  • “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
  • “Taskize has been the preferred client service channel for Euroclear for almost three years and extending its use for CSDR Settlement Discipline will bring even more value to our clients and the wider market.”
    Jo Van de Velde, Head of Group Strategy and Product Expansion, 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

Key Features
This short animation highlights some key concepts of Taskize, a problem-solving network for the financial industry.

DTCC, Euroclear & LCH Clients
Why Euroclear, DTCC and LCH are rolling Taskize to their clients and how you can benefit.

Quest for Efficiency
This short animation explains the problems Taskize addresses in back-office banking operations.

Partnering through open architecture

DXM

Work through dispute workflows for issues discovered in DXM with Taskize

Duco

Resolve reconciliation breaks with counterparties

Euroclear Easyway

Address corporate actions, collateral and settlement problems with Taskize

Meritsoft

Address CSDR settlement fail and buy-in processes with Taskize

Symphony

Access work in Taskize from the Symphony secure communications platform

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