Inter-company workflow for financial services

Trusted by over 300 financial firms, including top-10 wealth managers.

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Introducing Taskize

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100 Buy-Sides surveyed on outsourcing trends...

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

“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