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.
I’d like to know more about Taskize…

Come and meet us at SIFMA
Laguna Beach, February 13-15

“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

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.
“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, which is a problem network for the financial industry.

Euroclear 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.

“Wow! That will help increase our ability to delight clients.”Tax Operator, Euroclear Bank

If you cannot access video from your company network, please try your mobile device.
* DTCC survey results from 2017