Problem-solving network for financial institutions
Taskize securely shares operational issues across financial institutions, cutting through the tyranny of email, phone and chat to get straight to resolution.
“Subscribe to an operations strategy that is delivered quarterly.”John O'Hara, Co-founder and CEO of Taskize
Allocate work directly to counterparties, and watch it get done
without knowing their organisation – shred the contact lists!
Clear responsibility for the next action
always know who is on point, lose nothing!
Mobilise your workforce to current priorities
allocate operations teams to deal with today’s priorities
Oversee staff interactions for satisfied clients
Managers can watch, step in, intervene, and reallocate staff even within a live issue
Have facts for meaningful client discussions
telemetry gives to the facts for meaningful client discussions about what matters
Capitalise on your existing investments
Taskize works hand-in-hand with your internal query and exception tools
“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
“High professionalism during set-up process and training which we found very useful and user-friendly”Head of Equity Settlement, Sberbank CIB
“Wow! That will help increase our ability to delight clients.”Tax Operator, Euroclear Bank
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* DTCC survey results from 2017