Inter-company workflow for financial services
Trusted by over 250 financial firms, including top-10 wealth managers.
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We solve Operation's problems

Drowning in email for business processes
Requests overlooked, service levels missed
Concerned about data loss and phishing
Unsure of work progress across counterparties
Trouble finding the right people to address problems
No metrics to drive performance improvement
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

Safely bring firms together, with Taskize Bubbles™
- 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

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