Problem-solving network for financial institutions

Securely share operational issues between institutions, cutting through the tyranny of email, phone and chat to get straight to resolution.

You can maintain control, reduce the risk of fines and credit costs, and deliver great client service.

Trusted by over 200 financial companies in 50 countries.

Watch the demo video Schedule a meeting

RAISE
a problem ticket

  • One place to ask and manage queries across counter-parties

  • Easily navigate your brokers, custodians and outsources

  • Escalate important issues and compare the performance of your providers

  • Retain ownership of shared files to prevent data loss

  • Connect to internal systems and partner solutions

  • Multi-party issue resolution with 'lock-in' security

RESOLVE
a problem ticket

  • One place to answer questions and prioritise service

  • Clear responsibility for the next action

  • Take advantage of team routing and self-learning Smart Directory

  • Oversee staff interactions ensuring satisfied clients

  • Have facts for meaningful client discussions

  • Capitalise on your existing investments

 
Start Using Taskize
 

Where to use Taskize

  • Buy-side

    Resolve allocations with your custodian & fix reference data fails with your brokers.

  • Custodian

    Resolve reference data breaks with your peers, custodians and CSDs.

  • Prime Broker

    Process corporate actions effectively with different market participants.

  • Transfer Agent

    Improve security and efficiency of securities transfers.

  • Issuer

    Process corporate actions effectively with different market participants.

  • Executing Broker

    Resolve reference data breaks with your peers, custodians and CSDs.

  • Security Depository

    Easily process securities events with market participants.

  • Outsourcer

    Work on behalf of clients securely and simplify your operations.

  • Central Counterparty

    Easily process securities events with market participants.
“Taskize has been a success for us. I encourage our peers to find out how it can improve their operational efficiency.”
MD Capital Markets Operations,
Banco Santander CIB
“High professionalism during set-up process and training which we found very useful and user-friendly”
Head of Equity Settlement,
Sberbank CIB

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

Euroclear & DTCC DXM Clients
Why Euroclear is rolling Taskize out to all of its clients and how you will benefit if you are a client of theirs.

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

“Subscribe to an operations strategy that is delivered quarterly.”John O'Hara, Co-founder and CEO of Taskize

If you cannot access video from your company network, please try your mobile device.