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For the past 2 years over a quarter of Taskize have worked remotely across five countries. We are now 100% remote without disruption.
Use Taskize to speed your journey to seamless inter-company workflow; onboard in as little as 4 weeks.
Inter-company workflow for financial services
Everything you need for people to resolve operational problems efficiently.
Trusted by over 250 financial institutions in 50 countries.
Could your operations run better?
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
"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
How our clients use Taskize
Inform customers of voting options
Prepare for CSDR Settlement Discipline regime
Resolve disputes resulting from margin calls
Resolve fund allocation or accounting breaks with custodians, etc.
Instruct the relevant security depository to amend allocations
Provide instructions and monitor process outcomes
Standardise process for support and on-boarding queries
Manage the complexities of transferring assets between parties
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
Partnering through open architecture
Work through dispute workflows for issues discovered in DXM with Taskize
Resolve reconciliation breaks with counterparties
Address corporate actions, collateral and settlement problems with Taskize
Access work in Taskize from the Symphony secure communications platform